Salesforce Field Service Lightning (FSL) training online by DASVM Technologies will lead you to learn about this work management software that facilitates real-time collaboration. Our course will aid you in learning and implementing Salesforce Field Service Lightning concepts to help you clear the Salesforce Field Service Lightning (FSL) certification exam. Gain in-depth knowledge about concepts like work order management, service appointments management, Salesforce Field Service Lightning guidelines & considerations, shift management, etc. Our Salesforce Field Service Implementation Course covers a comprehensive curriculum, including Salesforce Work Order Management for Field Service, scheduling and optimization, inventory management, and mobile workforce enablement. You’ll learn Salesforce Field Service Management and how to configure and deploy the Field Service Lightning application effectively, tailor it to meet specific business needs, and ensure seamless integration with Salesforce Service Cloud for a unified customer view.

Course Objectives:

In this course, you will learn to:

• 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 content

Introduction

• In this module salesforce field service lightning fundamentals are explained in depth.

Salesforce Field service Lightning Experience Development

• User Interface Development Considerations
• Use Visualforce in Lightning Experience
• Use Lightning Components in Lightning Experience
• Salesforce Partners, Packaging, and AppExchange

Case Management

• Case Lifecycle
• Case Creation
• Case Assignment
• Case Escalation Rule
• Case Team

Entitlement Management

• Entitlement Process
• Milestones
• Defining SLA
• Entitlements

FSL Overview

• Introduction
• Identify Field Service Management Challenges and Determine How Field Service Can Overcome Those Challenges and Meet KPIs
• Complete Prerequisite Exercises
• Explain the Main Components, Capabilities, and Data Model of FSL

FSL Setup

• Enable Field Service
• Install the Field Service Managed Package
• Manage Field Service Permissions
• Set Up Territories, Operating Hours, and Shifts
• Set Up Work Order Management for Field Service
• Set Up Your Field Service Workforce
• Set Up Your Field Service Inventory
• Get Ready for Scheduling

Manage Work Orders

• Create Work Orders
• Create Maintenance Plans

Manage Shifts

• Create Flexible Work Shifts
• View Your Shift Schedule
• Guidelines for Shift Availability

Manage Service Resources

• Get Started with Time Sheets
• Create Service Resource Absences
• View a Service Resource’s Daily Travel Route
• View a Service Resource’s Calendar

Manage Service Crews

• Manage Service Crews

Manage Service Appointments

• Create Service Appointments
• Schedule Service Appointments
• Unschedule Service Appointments
• Reschedule Service Appointments
• Fix Scheduling Overlaps
• Group Nearby Appointments
• Fill Schedule Gaps
• Customize Appointment Chatter Settings
• Dispatch Appointments

Manage Your Field Service Inventory

• Common Inventory Management Tasks
• Track Required Inventory
• Request Inventory
• Transfer Inventory
• Track Inventory Consumption
• Track Inventory Shipments
• Track Customer Returns

Optimize Your Field Service Schedule

• What’s Schedule Optimization?
• Create and Manage Scheduling Policies
• Create and Manage Work Rules
• Create and Manage Service Objectives
• Set Up and Run Optimization Jobs
• Optimize Today’s Schedule
• Optimize a Single Resource’s Schedule
• Optimize Appointments Using Priorities

Work in the Dispatcher Console

• Work in the Dispatcher Console Appointment List
• Work in the Dispatcher Console Gantt
• Work in the Dispatcher Console Map
• Field Service Object Fields

Mobile field Technician

• 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

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