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Looking for Corporate TrainingUnderstand the core components, capabilities, and data models of Field Service Lightning (FSL).
Implement Salesforce Field Service Certification Training
Are you ready to revolutionise your field service operations?
Vinsys' Implement Salesforce Field Service Certification Training is an interesting certification course that will train you how to use Salesforce's field service management features effectively. This comprehensive
Implement Salesforce Field Service Certification Training
Master the Dispatcher Console for managing service appointments, tracking resources, and optimising schedules.
Configure FSL by setting up key elements like operating hours, service territories, and maintenance plans.
Investigate mobile features, allowing field technicians to handle appointments, tasks, and reports using the FSL mobile app.
Course Overview
Vinsys' Implement Salesforce Field Service Certification Training is a significant advancement in field service management technology. This comprehensive course is meant to provide learners with information on Salesforce Field Service, a critical tool for successful service management in the field. During practical learning, learners will discover how to improve customer efficiency, accelerate procedures, and much more.
The all-inclusive online training program guides participants the different functionalities and features of Salesforce Field Service; work orders, scheduling and use of the mobile application. They will also learn how to utilise real-time data for decision-making and enhance team collaborartion to keep efficiency high across your service chain.
When participants finish this course, they will be empowered to position, sell, and deliver Salesforce Field Service solutions. The course provides them with excellent experience that can help them launch a successful career in the field service industry.
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Course Objectives
The Implement Salesforce Field Service Certification Training, delivered by experts shows ways to handle field service efficiently. By the end of this course, participants will:
- Get the best knowledge about how to set up Salesforce Field Service.
- Learn about the components, data models, and capabilities within the platform.
- Acquire knowledge on how to address key implementation questions for Field Service.
- Master the use of the Dispatcher Console for efficient service management.
- Understand how to manage service appointments and their technical aspects.
- Learn to configure and set up Field Service Lightning mobile app to better manage field operations.
Audience
The Implement Salesforce Field Service Certification Training can be useful to anyone aiming to broaden their knowledge about field services management. The course is designed for:
- Implementation consultants aiming to streamline field service operations.
- Salesforce administrators looking to manage and optimise Field Service Lightning.
- Field service personnel interested in improving their skills with Salesforce tools.
- Professionals want to develop their careers in field service management and get certified.
Eligibility Criteria
No specific prerequisite knowledge is required of participants seeking to enter the Implement Salesforce Field Service Certification Training. The eligibility criteria include:
- Basic knowledge of Salesforce administration concepts.
- Knowledge of Service Cloud as a product of Salesforce and its features.
- An understanding of these areas will assist you in getting the most from this course and make the transition to the more detailed aspects of Field Service management seamless.
Course Outline
Module 1: Course Orientation
- Course Introduction
- Certification Overview
- Field Service Lightning (FSL) Definitions and Video
Module 2: Welcome to AW Computing
- Explain the Business Reason Why AW Computing Has Purchased FSL
- Identify Field Service Management Challenges and Determine How FSL Can Overcome Those Challenges and Meet KPIs
- Describe What Connected Field Service Looks Like
- Reference Your Action Items for the Course
Module 3: FSL Overview
- Explain the Main Components, Capabilities, and the Data Model of FSL
Module 4: Set Up 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 FSL
- Complete Prerequisite Exercises
Module 5: Plan for FSL
- Ask the Essential Questions Before Setting up FSL
Module 6: Set Up FSL - Main Elements
- Set Up All FSL Main Elements
- Define Operating Hours
- Explain Service Territories
- Recognise the Importance of Required Skills
- Discuss How Work Orders Behave and Interact with Other Objects
- Explain maintenance plans
- Explain the Service Resources Data Flow
- Describe the Field Service Location and Product Data Flow
Module 7: Set Up FSL - Scheduling and Policies
- Complete All Exercises Related to FSL Scheduling and Policies
- Identify Work Rules and Service Objectives
- Identify Scheduling Policies Included in FSL
- Define the Difference Between the Service Appointment and Work Order
Module 8: Set Up 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
Module 9: Explore the 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 Optimisation Model
Module 10: Go Mobile with 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 FSL Mobile App
- Configure common features of the FSL mobile app
- Complete Reporting and Mobile Exercises
Module 11: Review and Resources
- Test Your Knowledge with FSL Review Questions
- Access FSL Resources
About The Certification
Learners are required to complete the exam to be awarded the Salesforce Field Service Certification. It is a 90-minute test which includes 60 multiple-choice questions. In the examination, a candidate is expected to get a passing grade which is 70 per cent. The exam is conducted online in a proctored format.
Choose Your Preferred Mode
Online Training
- Hands-on training with Salesforce Field Service Lightning tools and techniques.
- Interactive live seminars hosted by industry professionals will deliver real-world insights.
- Access to a full course material that includes study materials, videos, and assignments.
- Ongoing assistance through Q&A sessions and personalised comments on your progress.
Corporate Training
- Scalable learning programs are designed to accommodate teams of any size.
- Integration of best practices for effective service management within your corporate workflow.
- Post-training assessments to measure knowledge retention and application.
- Customised training courses based on your organisation's particular field service requirements.
FAQ’s
What is the course "Implement Salesforce Field Service Certification Training"?
This course is aimed at equipping service professionals with the knowledge they need to navigate the Salesforce Field Service Lightning to enhance field service delivery components such as scheduling services, planning work orders, and numeration the field service mobile application.
Is there any hands-on practice in this course?
Yes, the course covers practical lab exercises and case studies so you get real-life experience in using Salesforce Field Service.
How does Salesforce Field Service Lightning improve service management?
Salesforce Field Service Lightning simplifies scheduling, dispatching, and maintaining service appointments, ensuring a smooth experience for both field professionals and clients.
What is the Dispatcher Console in Salesforce Field Service?
Dispatcher Console is a central point of action where the users are provided with all the necessary tools to assign jobs, monitor service calls and manage the field service operatives’ time effectively in real-time.
Can I configure the Salesforce Field Service mobile app?
Yes, the course is about understanding how to set up and enhance the mobile app for your business requirement for field technicians to function efficiently off and on the network.
What components will I learn about in this training?
In this Salesforce Field Service, you will discover what work orders and service appointments are, what service resources are and the concept of the mobile app that is used in Field Service.
Does this course cover data management in Salesforce Field Service?
Yes, data management is a critical part of this training, and you’ll learn how to manage field service data effectively using Salesforce’s tools and data models.
Will I learn how to automate tasks in Salesforce Field Service?
Yes, automation is covered in this course, including setting up workflows and service processes to improve the efficiency of field operations.
How do I track field service operations in Salesforce?
Salesforce Field Service offers strong tracking tools that include real-time information on service appointments, team progress, and client interactions.
Is this course suitable for non-technical professionals?
While the course is technical, it is intended to be user-friendly, offering straightforward instruction on all areas of Salesforce Field Service, even for people without a strong technical foundation.
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Reviews
The course covered everything I needed to implement Salesforce Field Service with confidence. The text was informative, easy to understand, and well-organised.
Shaurya RajwarSoftware Engineer
This course has improved my understanding of Salesforce Field Service Lightning. The practical approach made it easier for me to absorb difficult topics and use them in real-world circumstances.
Jyotsna KumariProject Manager
Our team learned extremely valuable knowledge at Vinsys through Salesforce Field Service training. It was just an investment towards improved efficiency with smooth operations of all departments within our corporation.
Maniraja RamalingamDelivery Manager
Vinsys' comprehensive training on the Salesforce Field Service is the best fit for all our corporate needs. Extensive modules by expert instructors empowered our team of professionals to function efficiently with better use of tools from Salesforce.
Nikhil IngoleIT Head
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