Field Service Implementer Training (777)

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 & Administrators looking to obtain understanding of how Field Service works and (while at-your-pace-on-demand) can be completed within two days.

• The ultimate preparation for the Certification Test by Salesforce. A must course for administrators and self-implementing customers providing much needed insights into how the system works.

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 a specific use case, while educating participants on FSL’s overall object model and architecture as well as its scheduling optimization abilities.

It combines video narration by top ClickSoftware experts, hands-on exercises after each module, and extensive multiple-choice questions – similar to the questions asked on the FSL Certification exam itself.

• Ultimate prep for the Salesforce FSL Certification Credential
• Well rounded foundation knowledge for FSL administrators
• Created by Experts who helped build the FSL Certification Exam itself
• Video lecture, Demos, Hands-on exercises, Multiple-choice test questions

Course Objectives:

1. 1. 0. Introduction
      1. Field Service: intro to Work Force Management and Field Service
      2. Work Orders & Work Order Line Items
      3. Operating Hours & Service Territories
      4. Skills & Work Types
      5. The Guided Setup
      6. Permission Sets & Resources
      7. Scheduling Logic
      8. Global Actions
      9. Service Life Cycle
      10. Inventory
      11. Mobile
      12. Indoor Service Business Line
      13. Sharing in Field Service
      14. Scheduling & Optimization
      15. Field Service Administration
      16. Next Steps in Becoming a Field Service Expert