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Implementing Field Service Lightning

  • Tuition USD $2,700
  • Reviews star_rate star_rate star_rate star_rate star_half 482 Ratings
  • Course Code FSL-201
  • Duration 3 days
  • Available Formats Classroom, Virtual

In this hands-on course, you will learn about Field Service Lightning components and even have the opportunity to implement Field Service Lightning for AW Computing, our fictitious company. Through discussion and interactive exercises, you will discover details of Field Service Lightning functionality, what you need to know prior to setting it up, and the steps required to successfully implement it.

Skills Gained

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

Who Can Benefit

This course is recommended for Implementation Consultants and SalesforcemAdministrators either working with, or for, organizations deploying Field Service Lightning. You should have a solid understanding of Salesforce Administrator functionality and concepts prior to attending this course.

Prerequisites

  • Attainment and maintenance of the Salesforce Administrator Certification.
  • Working knowledge of the Service Cloud.

Course Details

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
  • Recognize 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 Optimization 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

How do I enroll?

A comprehensive listing of ExitCertified courses can be found here. You can register directly for the required course/location when you select "register". If you have any questions or prefer to speak with an ExitCertified education consultant directly, please submit your query here. A representative will contact you shortly.

How do I pay for a class?

You can pay at the time of registration using credit card (Mastercard/Visa/American Express) cheque or PO.

What if I have training credits?

ExitCertified honors all savings programs from the partners we work with. ExitCertified also offers training credits across multiple partners through our FLEX Account.

When does class start/end?

Classes begin promptly at 9:00 am, and typically end at 5:00 pm.

Lunchtime?

Lunch is normally an hour long and begins at noon. Coffee, tea, hot chocolate and juice are available all day in the kitchen. Fruit, muffins and bagels are served each morning. There are numerous restaurants near each of our centers, and some popular ones are indicated on the Area Map in the Student Welcome Handbooks - these can be picked up in the lobby or requested from one of our ExitCertified staff.

How can someone reach me during class?

If someone should need to contact you while you are in class, please have them call the center telephone number and leave a message with the receptionist.

What languages are used to deliver training?

Most courses are conducted in English, unless otherwise specified. Some courses will have the word "FRENCH" marked in red beside the scheduled date(s) indicating the language of instruction.

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3 options available

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  • Aug 10, 2020 Aug 12, 2020 (3 days)
    Location
    Virtual
    Language
    English
    Time
    08:30 AM 05:00 PM EDT
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  • Sep 8, 2020 Sep 10, 2020 (3 days)
    Location
    Virtual
    Language
    English
    Time
    08:30 AM 05:00 PM PDT
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  • Oct 20, 2020 Oct 22, 2020 (3 days)
    Location
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    Language
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    Time
    08:30 AM 05:00 PM CDT
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