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Salesforce Field Service Course

Salesforce Field Service Course

$285.25 $342.30Price range: $285.25 through $342.30

Salesforce Field Service Lightning (FSL)
Course Overview
Salesforce Field Service Lightning (FSL) training online by DASVM Technologies will help you learn about this work management software that facilitates real-time collaboration.
Our course will help you learn and implement Salesforce Field Service Lightning concepts to clear the Salesforce Field Service Lightning (FSL) certification exam.
You will gain in-depth knowledge of concepts like:
•Work Order Management
•Service Appointments Management
•Salesforce Field Service Lightning guidelines and considerations
•Shift Management
This Salesforce Field Service Implementation course covers a comprehensive curriculum including:
•Salesforce Work Order Management for Field Service
•Scheduling and Optimization
•Inventory Management
•Mobile Workforce Enablement
You will also learn how to configure and deploy the Field Service Lightning application effectively, tailor it to meet specific business needs, and ensure seamless integration with Salesforce Service Cloud for a unified customer view.
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Course Objectives
In this course, you will learn:
•Scheduling and optimization
•Resource management
•Asset management
•Inventory management
•Work Order and Service Appointment lifecycle management
•Contracts, entitlements, and warranties
•Mobility (mobile flow use cases)
•Service reporting
•Maintenance plans
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Course Outline
Introduction
In this module Salesforce Field Service Lightning fundamentals are explained in depth.
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Salesforce Field Service Lightning Experience Development
•User Interface Development Considerations
•Use Visualforce in Lightning Experience
•Use Lightning Components in Lightning Experience
•Salesforce Partners, Packaging, and AppExchange
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Case Management
•Case Lifecycle
•Case Creation
•Case Assignment
•Case Escalation Rule
•Case Team
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Entitlement Management
•Entitlement Process
•Milestones
•Defining SLA
•Entitlements
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FSL Overview
•Introduction
•Identify Field Service Management Challenges and determine how Field Service can overcome those challenges and meet KPIs
•Complete prerequisite exercises
•Explain the main components, capabilities, and data model of FSL
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FSL Setup
•Enable Field Service
•Install the Field Service Managed Package
•Manage Field Service Permissions
•Set up Territories, Operating Hours, and Shifts
•Set up Work Order Management for Field Service
•Set up your Field Service Workforce
•Set up your Field Service Inventory
•Get ready for Scheduling
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Manage Work Orders
•Create Work Orders
•Create Maintenance Plans
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Manage Shifts
•Create Flexible Work Shifts
•View your Shift Schedule
•Guidelines for Shift Availability
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Manage Service Resources
•Get started with Time Sheets
•Create Service Resource Absences
•View a Service Resource’s Daily Travel Route
•View a Service Resource’s Calendar
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Manage Service Crews
•Manage Service Crews
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Manage Service Appointments
•Create Service Appointments
•Schedule Service Appointments
•Unschedule Service Appointments
•Reschedule Service Appointments
•Fix Scheduling Overlaps
•Group Nearby Appointments
•Fill Schedule Gaps
•Customize Appointment Chatter Settings
•Dispatch Appointments
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Manage Your Field Service Inventory
•Common Inventory Management Tasks
•Track Required Inventory
•Request Inventory
•Transfer Inventory
•Track Inventory Consumption
•Track Inventory Shipments
•Track Customer Returns
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Optimize Your Field Service Schedule
•What is Schedule Optimization
•Create and Manage Scheduling Policies
•Create and Manage Work Rules
•Create and Manage Service Objectives
•Set up and Run Optimization Jobs
•Optimize Today’s Schedule
•Optimize a Single Resource’s Schedule
•Optimize Appointments Using Priorities
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Work in the Dispatcher Console
•Work in the Dispatcher Console Appointment List
•Work in the Dispatcher Console Gantt
•Work in the Dispatcher Console Map
•Field Service Object Fields
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Mobile Field Technician
•Explain the business flow of a Case → Work Order → Service Appointment
•Identify key tasks performed by each Field Service role (Customer, Agent, Dispatcher, Field Technician, and Admin)
•Describe how field technicians manage their service appointments using the Field Service Mobile App
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Prerequisites
•Salesforce Administrator functionality and working experience as an administrator will be beneficial.
•Candidates should have a foundational understanding of Salesforce core functionalities and Service Cloud operations.
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Who Can Attend
This course is open to anyone interested in pursuing a career in Salesforce IoT.
It is suitable for professionals such as:
•Application Builders
•Developers
•Sales Representatives
•Directors
•Analysts
•Product Managers
Other suitable roles include:
•Consultant
•Mobile Solution Designer
•System Analyst
•Technical Architect
•Service Cloud Administrator
•Field Service Operations Manager
•Service Desk Manager
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Course Details
Number of Hours: 25 Hours
Certification: Salesforce Certified Field Service Consultant
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Key Features
•One-to-One Training
•Online Training
•Fast Track & Normal Track
•Resume Modification
•Mock Interviews
•Video Tutorials
•Materials
•Real-Time Projects
•Virtual Live Experience
•Preparing for Certification
•24/7 Support Team
SKU: N/A Category:
COURSE TYPE

GROUP SESSION, PERSONAL TRAINING

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