Field Service Consultant - Certification Goal
Resources
Lessons
Managing Resources
- Set up and manage crews.
- Determine how and when to set up different resource types.
- Given a scenario, recommend the appropriate Service Territories and their Members.
- Explain the relationships between time sheets, timesheet entries, service resources, and Work Orders.
- Demonstrate how to use skills, skill levels, and time-based skills.
- Show how to use operating hours for service resources, accounts, work orders, and booking appointments.
- Distinguish between field service license types and when to deploy them.
- Knowledge Check
Managing Work Orders
- Configure Work Order processes, parameters, and Work Types.
- Given a scenario, choose the appropriate Resource Preferences.
- Apply Products Required to a Work Order.
- Analyze how and when to use Work Order Line Items.
- Illustrate how to configure Work Order Milestones.
- Given a scenario, recommend the appropriate relationship between Service Appointments, Work Orders, and Work Order Line Items.
- Knowledge Check
Managing Scheduling and Optimization
- Understand different field service settings for SFS Administrator.
- Given a scenario, choose the appropriate action to manage a Service Appointment.
- Given a scenario, apply the appropriate life cycle of a Service Appointment required to execute a Work Order.
- Decide on the appropriate Schedule Policy to achieve the business requirements.
- Given a scenario, determine the appropriate option to execute Complex Work in SFS.
- Explain the difference between a multi-day Service Appointment and a standard Service Appointment.
- Outline the differences between aerial versus street-level routing.
- Given a scenario, determine the appropriate dispatch strategy for an organization.
- Compare different filtering options for the Dispatcher Console.
- Explain how to set up optimization.
- Given a scenario, decide the appropriate type of scheduling service to use.
- Given a scenario, decide the appropriate type of optimization service to use.
- Understand the usage of Salesforce Field Service for DateTime tracking fields.
- Knowledge Check
Configuring Mobility
- Assess the requirements and tools needed to execute a customer sign-off process.
- Given a scenario, configure the Field Service app to support key business processes.
- Distinguish between Field Service Mobile and Salesforce Mobile app capabilities.
- Understand the available SFS Mobile settings.
- Knowledge Check