Salesforce FSL (Field Service Lightning) Online Training

In our course, you’ll learn how to configure Field Service Lightning to align with your organization’s needs. Explore setting up operating hours to define when appointments can be scheduled and establishing service territories to optimize resource allocation based on geographical locations.

Understand how to tailor operating hours to reflect your business hours and ensure efficient appointment scheduling within defined timeframes. Dive deep into service territories to segment regions and assign work intelligently, maximizing technician productivity and reducing travel time.

Gain expertise in defining skill levels and work types to categorize service tasks effectively. Learn how work orders in FSL capture essential details such as required skills, parts, and service locations, enabling precise assignment of technicians based on expertise and availability.

Explore resource creation and management within FSL, covering field technicians, vehicles, and equipment. Master the art of assigning resources to specific tasks or territories to optimize workforce utilization and streamline dispatching processes.

Unlock the secrets of creating intelligent scheduling policies in FSL. Discover how to define rules and constraints to automatically match work orders with available resources, ensuring optimal appointment bookings and adherence to service level agreements (SLAs).

Learn how to facilitate seamless appointment booking directly from Salesforce or customer-facing portals. Explore emergency dispatch capabilities to prioritize urgent service requests and respond promptly to critical situations, enhancing overall service responsiveness.

Delve into the powerful features of the Dispatcher Console, including interactive Gantt charts for visual scheduling. Master the Scheduling Optimizer to automate scheduling decisions based on multiple constraints, maximizing efficiency and resource utilization.

Understand how status transitions in FSL track work order progress in real-time, providing visibility into service activities. Explore inventory management features to ensure technicians have the right parts and materials, optimizing first-time fix rates and minimizing downtime.

Experience a guided setup process in FSL that simplifies initial configuration and customization. Learn how to navigate wizards and prompts to efficiently set up key features, ensuring a smooth implementation tailored to your organization’s requirements.

Harness the power of service reporting tools in FSL to analyze technician performance and service trends. Take a comprehensive tour of the FSL mobile app, discovering its features and capabilities for empowering technicians in the field.

• Expert Instruction: Learn from certified Salesforce professionals with extensive fieldservice management experience.
• Interactive Learning: Engage in hands-on exercises and simulations that replicate realworld scenarios.
• Customized Content: Tailored curriculum to address specific industry challenges and business needs.
• Career Advancement: Enhance your skills and elevate your career prospects in the evolving field service industry.

Mini project stimulating real life scenario on salesforce FSL.