Exam Outline — The Salesforce Certified Field Service Lightning Consultant program is designed for consultants who have experience implementing Salesforce Service Cloud and Field Service Lightning. Pre-Requisite for this exam is the Salesforce Administrator credential and Salesforce Service Cloud Consultant credential. Click here for the official exam guide.
Field Service Lightning includes:
- Core Features
- Managed Package
- Mobile App
Please find below topic wise links that would help to clear the FSL certification.
Managing Resources — 16%
- Compare dynamic versus static crews. Read
- Determine how and when to set up different resource types. Read
- Given a scenario, recommend the appropriate Service Territories and their Members. Read
- Explain the relationships between timesheets, timesheet entries, service resources, and Work Orders. Read
- Demonstrate how to use skills, skill levels, and time-based skills. Read
- Show how to use operating hours for service resources, accounts, work orders, and booking appointments. Read
- Distinguish between FSL license types and when to deploy them. Read
Managing Work Orders — 23%
- Configure Work Order processes, parameters, and Work Types. Read
- Given a scenario, choose the appropriate Resource Preferences. Read
- Apply Products Required to a Work Order. Read
- Analyze how and when to use Work Order Line Items. Read
- Illustrate how to configure Work Order Milestones. Read
- Given a scenario, recommend the appropriate relationship between Service Appointments, Work Orders, and Work Order Line Items. Read
Managing Scheduling and Optimization: 28%
- Understand different field service settings for FSL Administrator. Read
- Given a scenario, choose the appropriate action to manage a Service Appointment. Read
- Given a scenario, apply the appropriate life cycle of a Service Appointment required to execute a Work Order. Read
- Decide on the appropriate Schedule Policy to achieve the business requirements. Read
- Given a scenario, determine the appropriate option to execute Complex Work in FSL. Read
- Explain the difference between a multi-day Service Appointment and a standard Service Appointment. Read
- Outline the differences between aerial versus street-level routing. Read
- Given a scenario, determine the appropriate dispatch strategy for an organization. Read
- Compare different filtering options for the Dispatcher Console. Read
- Explain how to set up optimization. Read
- Given a scenario, decide the appropriate type of scheduling service to use. Read
- Given a scenario, decide the appropriate type of optimization service to use. Read
- Understand the usage of Field Service Lightning for DateTime tracking fields. Read
Configuring Mobility — 10%
- Assess the requirements and tools needed to execute a customer sign-off process. Read
- Given a scenario, configure the Field Service app to support key business processes. Read
- Distinguish between Field Service Mobile and Salesforce Mobile app capabilities. Read
- Understand the available FSL Mobile settings. Read
Managing Inventory: 8%
- Given business requirements, distinguish the appropriate price book model for products consumed. Read
- Given business requirements, justify which define the applicable inventory model. Read
- Explain the Return Order object model and process. Read
Managing Assets: 5%
- Apply procedural concepts to maintain and update assets and asset relationships. Read
Managing Maintenance Plans: 5%
- Given a scenario, recommend the appropriate maintenance plan. Read
Permissions and Sharing: 5%
- Understand the use cases for different types of FSL permission sets. Read
- Explain how scheduled Service Appointments are shared with service resources. Read
- Understand the differences between user territories and service territories. Read
Resources:
Field Service Lightning Help Documentation
Trailhead to install Managed Package
Supercharge Field Service Lightning Trail
Hope, this will help you to prepare for the exam.
Happy Learning!