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Implement Salesforce Field Service

Discover how to resolve field service calls faster and boost employee productivity in the field with Salesforce Field Service. In this 3-day instructor-led course, learn how to prepare for setting up...

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By Request
$2,700 USD GSA  $2,448.36
Duration 3 days
Course Code FSL201
Available Formats Classroom

Overview

Discover how to resolve field service calls faster and boost employee productivity in the field with Salesforce Field Service. In this 3-day instructor-led course, learn how to prepare for setting up Salesforce Field Service, as well as the steps it takes to successfully implement it for your organization. Plus, you’ll get practical with an implementation that directly translates to your own org’s setup.

Skills Gained

When you complete this class, you will be able to:

  • Outline the process of setting up Salesforce Field Service.
  • Explain Salesforce Field Service and its components, capabilities, and data models.
  • Describe the Dispatcher Console.
  • Illustrate how field technicians manage service appointments using the Salesforce Field Service mobile app.
  • Configure common features of the Salesforce Field Service mobile app.

Who Can Benefit

This course is designed for consultants and Salesforce administrators who are responsible for implementing Salesforce Field Service solutions for an organization. Students should hold the Salesforce Administrator credential or possess equivalent knowledge, and have foundational knowledge of Service Cloud. This is also a great course for anyone interested in earning their Field Service Consultant credential.

Course Details

Course outline

Course Introduction

  • Discover the Course
  • Review the Certification
  • Define Salesforce Field Service

Introduction to Salesforce Field Service

  • Define Field Service Components
  • Understand Field Service Capabilities
  • Outline its Data Model

Initial Configuration

  • Navigate the Settings Tab
  • Build Profiles, Licenses, Permission Sets

Main Elements

  • Establish Operating Hours
  • Outline Service Territories
  • Generate Work Orders
  • Assign Locations
  • Organize Products

Scheduling

  • Establish Work Rules
  • Determine Service Objectives
  • Apply Scheduling Policies
  • Navigate the Scheduling Engine
  • Schedule Service Appointments and Work Orders
  • Follow the Scheduling Optimization Model

Contractors

  • Assess Contractor Capacity
  • Determine Scheduling Preferences
  • Outline the Service Appointment Lifecycle

Dispatcher Console

  • Navigate the Dispatcher Console
  • Manage Service Appointments
  • Build a Gantt Chart and Filters

Field Technician Mobility

  • Follow a Business Flow
  • Determine User Roles and Tasks
  • Access the Field Service Mobile App
  • Generate Reports
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Schedule

Upcoming Course Dates

There are currently no scheduled dates for this course. If you are interested in this course, contact us with the form below.

Contact Information

FAQ

Does the course schedule include a Lunchbreak?

Classes typically include a 1-hour lunch break around midday. However, the exact break times and duration can vary depending on the specific class. Your instructor will provide detailed information at the start of the course.

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.

What does GTR stand for?

GTR stands for Guaranteed to Run; if you see a course with this status, it means this event is confirmed to run. View our GTR page to see our full list of Guaranteed to Run courses.

Does Ascendient Learning deliver group training?

Yes, we provide training for groups, individuals and private on sites. View our group training page for more information.

What does vendor-authorized training mean?

As a vendor-authorized training partner, we offer a curriculum that our partners have vetted. We use the same course materials and facilitate the same labs as our vendor-delivered training. These courses are considered the gold standard and, as such, are priced accordingly.

Is the training too basic, or will you go deep into technology?

It depends on your requirements, your role in your company, and your depth of knowledge. The good news about many of our learning paths, you can start from the fundamentals to highly specialized training.

How up-to-date are your courses and support materials?

We continuously work with our vendors to evaluate and refresh course material to reflect the latest training courses and best practices.

Are your instructors seasoned trainers who have deep knowledge of the training topic?

Ascendient Learning instructors have an average of 27 years of practical IT experience and have also served as consultants for an average of 15 years. To stay current, instructors spend at least 25 percent of their time learning new, emerging technologies and courses.

Do you provide hands-on training and exercises in an actual lab environment?

Lab access is dependent on the vendor and the type of training you sign up for. However, many of our top vendors will provide lab access to students to test and practice. The course description will specify lab access.

Will you customize the training for our company’s specific needs and goals?

We will work with you to identify training needs and areas of growth.  We offer a variety of training methods, such as private group training, on-site of your choice, and virtually. We provide courses and certifications that are aligned with your business goals.

How do I get started with certification?

Getting started on a certification pathway depends on your goals and the vendor you choose to get certified in. Many vendors offer entry-level IT certification to advanced IT certification that can boost your career. To get access to certification vouchers and discounts, please contact info@ascendientlearning.com.

Will I get access to content after I complete a course?

You will get access to the PDF of course books and guides, but access to the recording and slides will depend on the vendor and type of training you receive.

How do I request a W9 for Ascendient Learning?

View our filing status and how to request a W9.

Reviews

I like their training. A lot of material covered. The labs are very good. l learned a lot.

Good course. I appreciate the time the instructor put into teaching this class.

Course was great and the instructor had an answer for anything that was asked during the course.

Instructor, Training material & span of the training is neatly planned.

The format of the class was concise. I learned new skills to use at my workplace.