Implementing Field Service Lightning Training Course and Workshop in Bangalore, Mysore, Chennai, Hyderabad, Pune, Mumbai, Delhi, Noida, Gurgaon, Kolkata

This Implementing Field Service Lightning training course, you will learn about Field Service Lightning components and even have the opportunity to implement Field Service Lightning. 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.

By attending Implementing Field Service Lightning workshop, delegates will learn to:

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.

This Implementing Field Service Lightning class is ideal for Implementation Consultants and Salesforce Administrators 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.

FSL Overview

Identify Field Service Management Challenges and Determine How FSL Can Overcome Those Challenges and Meet KPIs
Describe What Connected Field Service Looks Like
Complete Prerequisite Exercises
Explain the Main Components, Capabilities, and the Data Model of FSL

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

Plan for FSL

Ask the Essential Questions Before Setting up FSL

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 the Service Resources Data Flow
Describe the Field Service Location and Product Data Flow

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

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

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

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
Complete Reporting and Mobile Exercises

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Implementing Field Service Lightning

COURSE AGENDA