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Implementing Field Service Lightning

  • Tuition USD $2,700 GSA  $2,448.36
  • Reviews star_rate star_rate star_rate star_rate star_half 4762 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

When does class start/end?

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

Does the course schedule include a Lunchbreak?

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.

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 ExitCertified deliver group training?

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

Does ExitCertified 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?

ExitCertified instructors have an average of 27 years of practical IT experience. They have also served as consultants for an average of 15 years. To stay up to date, instructors will at least spend 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 Edu_customerexperience@techdata.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.

The class covered the concepts needed for the AWS Cloud Practitioner Certification.

Thank you for training on AWS development. Course was good and encouraging but labs need to be improved and provide more information and ask students to more work than provide solutions.

Great instructor, clear and concise course. Labs were easy to follow and worked perfectly.

The instructor really took his time and made sure I was able to understand the concepts.

This course gave me a clearer understanding of the AWS cloud architecture.

2 options available

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  • Nov 9, 2021 Nov 11, 2021 (3 days)
    Location
    Virtual
    Language
    English
    Time
    08:30 AM 05:00 PM PST
    Enroll
    Enroll
  • Nov 30, 2021 Dec 2, 2021 (3 days)
    Location
    Virtual
    Language
    English
    Time
    08:30 AM 05:00 PM EST
    Enroll
    Enroll
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