Prerequisites
To apply for the Salesforce Field Service Lightning Training, you need to either:
Course Curriculum
Module 1: Introduction to Salesforce Field Service Lightning
- What is Field Service Management (FSM)?
- What is Salesforce Field Service?
- Key Personas in Salesforce Field Service
- Core Data Model and key objects
- What is the Dispatcher Console?
- How does Scheduling work?
- Scheduling Optimization
Module 2: Field Service Package Setting
- Package Installation
- Page Layout Assignment
Module 3: Work Order Management
- Create Work Order
- Create Maintenance Plans
- Create Multiple Maintenance Schedules
Module 4: Resource Availability in FSL
- Resource Availability in FSL
Module 5: Field Service Lightning Considerations
- Field Service Lightning Objects
- Field Service Lightning Limits and Limitations
Module 6: Field Service Lightning Guidelines
- Guidelines for Field Service Lightning
Module 7: Manage Service Appointments
- Create Appointments
- Schedule Appointments
- Unschedule Appointments
- Reschedule Appointments
- Fix Schedule Overlaps
- Group Nearby Appointments
- Fill Schedule Gaps
- Dispatch Appointments
Module 8: Optimize Your Schedule
- Manage Scheduling Policies
- Manage Work Rule
- Custom Gantt Filters
Module 9: Shift Management
- Shift Schedule
- Create Flexible Work Shifts
- Create Shifts from a Pattern
- Guidelines for Shift Availability
Module 10: Set Up and Run Optimization Jobs
- Setting Up and Running Optimization Jobs
- Considerations for Setting Optimization Run Time
Module 11: Dispatcher Console
- Customizing the Dispatcher Console
- Dispatcher Console Appointment List
- Dispatcher Console Gantt
- Dispatcher Console Map
