Field Service Advanced Training (888e)

Field Service is a product offered by Salesforce. ClickSoftware is an OEM partner, and part of our effort is in the transfer of relevant knowledge transfer to Salesforce and its ecosystem.

This course is designed for implementers looking to dive deeper into advanced functionality and use cases, as well as have a more comprehensive knowledge of Field Service and how the product works. It is presented in an at-your-own-pace format which can be completed in as little as two days.

It builds on the foundational knowledge provided in the “Field Service Implementation & Certification Prep Course” (777), and expands on complex topics such as Service Territory management, Optimization,  Mobile customization, Complex Work, Crews, Contractor management and more.

The ultimate prep for any “beyond the basics” implementation and is an absolute must for Implementers and self-implementing customers providing much needed insights into FSL’s advanced capabilities. We highly recommend it for those implementing for enterprise clients, complex use cases, and anyone interested in implementing Global Optimization.

The training is prepared and delivered by ClickSoftware FSL experts, who combine deep knowledge of Field Service with Field Service domain expertise, resulting in a thorough and well-rounded educational experience.

The online experience simulates the implementation of an advanced use case, while educating participants on the inner workings of FSL. It combines video narration by top ClickSoftware experts, hands-on exercises after each module, and extensive multiple-choice questions.

  • The Ultimate (and only) deep-dive into Field Service
  • Essential Advanced knowledge for FSL implementers
  • Created by Experts who helped build the FSL Certification Exam itself
  • Video lecture, Demos, Hands-on exercises, Multiple-choice test questions

 

Course Objectives:

  • Operating Hours & Designated Work
  • Service Territory Management: Relocations & Secondary Membership, Polygons, Time Zone Mgmt
  • Resource Preferences: Contractors, Crews & Crew Scheduling Considerations
  • Complex Work: WO/WOLI Modeling, Multi Stage/Day Work
  • Maintenance Plans
  • Optimization Dive In: The Challenge, Logic Fundamentals, How Grading Works, In-Day Optimization, Street-Level-Routing
  • Mobile
  • Dispatcher Console: Field Sets & Custom Permissions, Custom Actions, Custom Filters, Live Gantt updates, Gantt Palettes
SKU: 888e Category:

Additional information

Product

Field Service Lightning, by Salesforce

Role

Duration

Access to training program

30 days

Certification

No

Salesforce Credential

The course is designed for Certified Field Service Lightning Consultants, or implementers with an equivalent experience.