Salesforce Consultant – Field Service Consultant
Successful completion of the Salesforce Certified Field Service certification exam helps maintain quality and consistency in skills and knowledge within the Salesforce Certified Field Service community.
The objective of the Salesforce Certified Field Service Consultant program is to test and certify qualified implementation consultants, partners and administrators on their ability to deploy Salesforce Field Service to an organization.
Course Key Learnings
- Scheduling and optimization
- Resource management
- Asset management
- Inventory management
- Work Order and Service Appointments lifecycle management
- Contracts, entitlements, and warranties
- Mobility (mobile flow use cases)
- Service reporting
- Maintenance plans
Course Outline
Course Orientation
- Course Introduction
- Certification Overview
- Field Service Definitions and Video
AW Computing Overview
- Explain the Business Reason Why AW Computing Has Purchased FSL
- Describe the Framework for a Field Service Project Team
- Reference Your Action Items for the Course
FSL Overview
- Identify Field Service Management Challenges and Determine How Field Service Can Overcome Those Challenges and Meet KPIs
- Describe What Connected Field Service Looks Like
- Complete Prerequisite Exercises
- Explain the Main Components, Capabilities, and Data Model of FSL
FSL Initial Configuration
- Identify the Features Within the Field Service Settings Tab
- Identify the Permission Sets We Assign to Each License, the Profiles and Permission Sets We Assign to Our Users, and Why We Do This
- Describe Geocoding and Data Integration Rules Within Field Service
- Complete Prerequisite Exercises
Plan for FSL
- Ask the Essential Questions Before Setting up Field Service
FSL Main Elements
- Set up All Field Service Main Elements
- Define Operating Hours
- Explain Service Territories
- Recognize the Importance of Required Skills
- Discuss How Work Orders Behave and Interact with Other Objects
- Explain the Service Resources Data Flow
- Describe the Field Service Location and Product Data Flow
FSL Scheduling and Policies
- Complete All Exercises Related to Field Service Scheduling and Policies
- Identify Work Rules and Service Objectives
- Identify Scheduling Policies Included in Field Service
- Define the Difference Between the Service Appointment and Work Order
FSL Contractors
- Complete All Exercises Related to Contractors
- Explain Capacity with Contractors and How to Give Contractors First Preference
- Describe the Service Appointment Lifecycle and Related Status Transitions
Dispatcher Console
- Complete All Exercises Related to the Dispatcher Console
- Explore the Capabilities of the Dispatcher Console
- Book and Manage Service Appointments
- Track and Monitor Service Resources
- Describe the Schedule Optimization Model
Mobile Field Technicians
- Explain the Business Flow of a Case to Work Order to Service Appointment
- Identify the Key Tasks Performed by Each Field Service Role (Customer, Agent, Dispatcher, Field Tech, and Admin)
- Describe How Field Technicians Manage Their Service Appointments Using the Field Service Mobile App
- Complete Reporting and Mobile Exercises
Review and Resources
- Test Your Knowledge with Field Service Review Questions
- Access Field Service Resources
About the Exam
Read on for details about the Salesforce Field Service Consultant exam.
- Content: 60 multiple-choice/multiple-select questions and up to 5 unscored questions*
- Time allotted to complete the exam: 105 minutes (time allows for unscored questions)
- Passing score: 63%
- Registration fee: USD 200, plus applicable taxes as required per local law
- Retake fee: USD 100, plus applicable taxes as required per local law
- Delivery options: Proctored exam delivered onsite at a testing center or in an online testing environment.
- References: No hard-copy or online materials may be referenced during the exam.
- Prerequisites: Salesforce Administrator credential and Salesforce Service Cloud Consultant credentia
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