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 2Month/20 Hours                                                  Price:185,000

                                                                                      180,000

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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