Implement Salesforce Field Service (FSL201)

Course Description

In this expert-led class, professionals learn what’s needed before setting up Salesforce Field Service and the steps it takes to implement it for your organization successfully. Plus, you’ll get hands-on with an implementation. Find out how Salesforce Field Service helps improve employee productivity in the field and helps your company resolve field service issues more quickly.

Prerequisites

No prerequisites.

Target Audience

This Course is recommended for Field Service Lightning Implementation Consultants and Salesforce Administrators who work with or for organizations deploying Field Service Lightning. Before attending this Course, you should have a solid understanding of Salesforce Administrator functionality and concepts.

Content Outline

  •  Course Introduction
  •  Certification Overview
  •  Field Service Definitions & Video
  •  Explain the Business Reason Why AW Computing Has Purchased FSL
  •  Explain the Framework for a Field Service Project Team
  •  Reference Your Action Items for the Course
  • Identify Field Service Management Challenges & Determine How Field Service Can Overcome Those Challenges & Meet KPIs
  •  Explain What Connected Field Service Looks Like
  •  Complete Prerequisite Exercises
  •  Explain the Main Components, Capabilities, & Data Model of FSL
  •  Identify the Features Within the Field Service Settings Tab
  •  Identify the Permission Sets We Assign to Each License, the Profiles & Permission Sets We Assign to Our Users, & Why We Do This
  •  Explain Geocoding & Data Integration Rules Within Field Service
  •  Complete Prerequisite Exercises

 Ask the Essential Questions Before Setting up Field Service

  • Set up All Field Service Main Elements
  •  Define Operating Hours
  •  Explain Service Territories
  •  Recognize the Importance of Required Skills
  •  Discuss How Work Orders Behave & Interact with Other Objects
  •  Explain the Service Resources Data Flow
  •  Explain the Field Service Location & Product Data Flow
  • Complete All Exercises Related to Field Service Scheduling & Policies
  •  Identify Work Rules & Service Objectives
  •  Identify Scheduling Policies Included in Field Service
  •  Define the Difference Between the Service Appointment & Work Order
  • Complete All Exercises Related to Contractors
  •  Explain Capacity with Contractors & How to Give Contractors First Preference
  •  Explain the Service Appointment Lifecycle & Related Status Transitions
  • Complete All Exercises Related to the Dispatcher Console
  •  Explore the Capabilities of the Dispatcher Console
  •  Book & Manage Service Appointments
  •  Track & Monitor Service Resources
  •  Explain the Schedule Optimization Model
  •  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, & Admin)
  •  Explain How Field Technicians Manage Their Service Appointments Using the Field Service Mobile App
  •  Complete Reporting & Mobile Exercises
  •  Test Your Knowledge with Field Service Review Questions
  •  Access Field Service Resources

FAQs

This Course is a must for new Salesforce administrators. We recommend administrators take this training program for many advantages before starting a Salesforce deployment or taking over an existing one.

This Course is recommended for Implementation Consultants & Salesforce Administrators working with or for organizations deploying Field Service Lightning. It would assist if you had a solid understanding of Salesforce Administrator functionality & concepts before attending this Course.

In this Course, you will learn to:

  • Walk through the process of setting up Field Service Lightning.
  • Explain Salesforce Field Service & its components, capabilities, & data models.
  • Know the right questions to ask before implementing Field Service Lightning.
  • Utilize the Dispatcher Console.
  • Understand how field technicians manage service appointments using the Field Service mobile app.

In case of Radiant Techlearning solutions cancel an event, 100% of the course fee will be refunded to the participant. 

We provide best-in-class training programs to our clients with many services. Radiant also believe in taking feedback from its client’s time to time. If you face any difficulty, you can freely discuss it with us. However, due to some reason, if your expectations are not met. We have a refund policy in which Radiant will refund your payment within seven days. To get the refund, you must inform us about your concern before 20% completion of the training program.

To know about the fees details, you can email us at training@radianttechlearning.com with your requirement in detail containing the below information

In the case of Self / Individual 

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In the case of Corporate Training

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The learners will be enthralled as we engage them the real-world & industry Oriented projects during the training program. These projects will improve your skills & knowledge & you will gain a better experience. These real-time projects will help you a lot in your future tasks & assignments.

Radiant issues Course completion certificates to all participants who complete the training program, which consists of various real-time projects, assignments, quizzes, and other tasks. After completing the Course, you will be assigned a project that you must complete in two weeks.

Radiant Techlearning experts will assess the project on a variety of criteria. To be eligible for the verified certificate, professionals must have a minimum grade point average of 60%.

Only after completing these criteria would you be awarded a Radiant verified certificate & which the participants can use for their future job purpose. 

Participants will be awarded grades according to the following criteria:

  • 90% – 100% – AAA+
  • 80% – 90% – AA+
  • 70% – 80% – A+
  • 60% – 70% – A

No. These training programs are helping to improve your skills & knowledge of the technology which would allow you to l& in your dream job by learning them. 

Our training program will maximize your ability & chances of getting a successful job. You have to select a job according to your convenience. Your performance in the training program & interview is crucial for getting a good job.

 

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