Introduction - Salesforce Field Service Lightning (FSL)

Name: Introduction - Salesforce Field Service Lightning (FSL)
Rating: 4.3 (681 reviews)

Learn Salesforce FSL for FREE!

Created byHirday Lamba

Last updated 5/2019

English

What you'll learn

Salesforce for Field Service enables companies to provide on-site service to customers, and manage a mobile workforce. This course will guide you through the fundamentals of this important part of the platform.

Course content

1 section • 11 lectures • 1h 5m total length

Introduction1:59
Salesforce FSL- Scenario And Core Entities3:25
In this video, you will learn about core entities and life cycle of Work order
Salesforce FSL-Object Models9:32
In this video, you will learn about various object models like work order, work type, service resources, service appointments, territories and operating hours.
Salesforce FSL- Create Work Order5:42
In this video, you will learn how to create work order using existing work type.
Salesforce FSL- Service Resources and Territories5:46
In this video, you will learn how to create service resource and assign it to service territory.
Salesforce FSL- Scheduling Logic9:41
In this video, you will learn about out of box work rules and service objectives.
Salesforce FSL- Scheduling Appointment7:23
In this video, you will learn how to schedule appointment using global actions like Book Appointment, Candidate and Emergency.
Salesforce FSL- Service Appointment Lifecycle3:41
In this video, you will learn how about service appointment status picklist values.
Salesforce FSL - Dispatcher Console3:52
In this video, you will learn about dispatcher console
Salesforce FSL- Inventory Management5:21
In this video, you will learn about location, product item, product consumed and item transactions.
Salesforce FSL- Request, Return, & Track8:46
In this video, you will learn how to request, return and track orders.

Requirements

Basic knowledge of using salesforce platform as business user, FSL login and internet connection

Description

The Field Service application is all about: delivering on-site service to customers and managing a mobile workforce. In this course, Salesforce for Field Service, you’ll become familiar with the core entities, Work Orders, assets, inventory, and purchasing work in Field Service. When you’re finished with the course, you’ll have a foundation understanding of Salesforce for Field Service, and how to use it to provide great on-site service to your customers.

Who this course is for:

For a newbie or a Business Analyst or a Salesforce Developer or a Business user, who wants to know about Field Service business flow and how to implement on Salesforce