Salesforce Certified Field Service Consultant (WI25)

The Salesforce Certified Field Service Consultant program is designed for consultants who have experience implementing Salesforce Service Cloud and Salesforce Field Service.

A Salesforce Certified Field Service Consultant designs and deploys solutions that support customer business processes and requirements using the Salesforce Field Service product, managed package, and Salesforce Field Mobile application. The consultant has field service industry experience, mobile solution expertise, and a solid understanding of the Salesforce core object model.

The Salesforce Certified Field Service Consultant candidate has the experience, skills, knowledge, and abilities outlined below:

• Understand the field service lifecycle

• Differentiate the Salesforce product lines (Service Cloud, Mobile, Platform, Sales Cloud, Salesforce Field Service, Experience, Knowledge)

• Build Salesforce Field Service solutions that are scalable and maintainable:

  • Scheduling and optimization

  • Resource management

  • Asset management

  • Inventory management

  • Work Order and Service Appointments lifecycle management

  • Contracts, entitlements, and warranties

  • Mobility (mobile flow use cases)

  • Service reporting

  • Maintenance plans

A candidate for this exam will likely need assistance with:

• Complex schedule/route optimization

• Service territories planning and management best practices

A candidate for this exam is not expected to know or do the following:

• Integration with third-party systems

• Custom code such as Apex, Lightning Web Components

• Fleet optimization

• Mobile deployment (MDM device strategy)

Exam Outline

The Salesforce Field Service 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 Salesforce Field Service solutions and have demonstrated the application of each of the features/functions below.

> Managing Resources: 16%

> Managing Work Orders: 23%

> Managing Scheduling and Optimization: 28%

> Configuring Mobility: 10%

> Managing Inventory: 8%

> Managing Assets: 5%

> Configuring Maintenance Plans: 5%

> Permissions and Sharing: 5%