Field Service Lightning Certification Preparation Kit
- 3 Practice Tests
- Full lifetime access
- Access on mobile
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- Service Cloud knowledge is preferred
Congratulations on taking the next step to prepare for your Salesforce Field Service Lightning Consultant credential. This preparation kit has the information you need to help you study and prepare for your exam.
The Salesforce Field Service Lightning Consultant exam measures a candidate’s knowledge and skills related to the following objectives. A candidate should have hands-on experience implementing Salesforce Service Cloud and Field Service Lightning solutions and have demonstrated the application of each of the features/functions below.
Managing Resources: 16%
Compare dynamic versus static 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 FSL license types and when to deploy them.
Managing Work Orders: 23%
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.
Managing Scheduling and Optimization: 28%
Understand different field service settings for FSL 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 FSL.
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 Field Service Lightning for DateTime tracking fields.
Configuring Mobility: 10%
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 FSL Mobile settings.
Managing Inventory: 8%
Given business requirements, distinguish the appropriate price book model for products consumed.
Given business requirements, justify which define the applicable inventory model.
Explain the Return Order object model and process.
Managing Assets: 5%
Apply procedural concepts to maintain and update assets and asset relationships.
Configuring Maintenance Plans: 5%
Given a scenario, recommend the appropriate maintenance plan.
Permissions and Sharing: 5%
Understand use cases for different types of FSL permission sets.
Explain how scheduled Service Appointments are shared with service resources.
Understand the differences between user territories and service territories.
- Salesforce Admins
- Service Cloud Consultants
- Salesforce Consultants