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Field Service: Optimize Operations on the Road
Trail

Field Service: Optimize Operations on the Road

Learn core Field Service concepts, streamline processes, and boost customer satisfaction.

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Skills you will gain

Complete the Trail to build your expertise. Learn More
  • Customer Service
  • Mobile Development
  • Scheduling
  • Account Management
  • Business Operations
  • Show More
  • Customer Service
  • Mobile Development
  • Scheduling
  • Account Management
  • Business Operations
  • Technical Support and Services
  • AI Agents
  • Product Management
  • Client Support
  • Quality Assurance and Control
  • IT Management
  • Show Less

Products

  • Field Service
  • Service Cloud
  • Salesforce Platform
  • Agentforce

Industries

  • Energy and Utilities
This Trail may include content that is only available in English. Learn More
+5,200 points
Intermediate
Customer Service Professional
~9 hrs 21 mins

Understand Field Service Fundamentals

video
Video
How to Optimize Field Service Teams

Optimize field service teams to improve operations.

Vidyard
~2 mins •
Mark as Complete
Project

Install the Field Service managed package in a Trailhead playground.

+300 Points
~50 mins
Module

Learn about Field Service and set service territories.

+1,100 Points
~1 hr 15 mins
Module

Manage your schedule to maximize customer satisfaction and field service productivity.

+1,200 Points
~1 hr 5 mins
Module

Use the dispatcher console to manage appointments, schedules, service resources, and maps.

+1,300 Points
~1 hr 30 mins
Article

Explore Field Service as a customizable, mobile field service hub.

~10 mins •
Mark as Complete
Article

Use landing pages to access key Field Service setup resources.

~15 mins •
Mark as Complete
Article

Use Salesforce Go to explore and set up Field Service features efficiently.

~10 mins •
Mark as Complete

Prepare for Mobile Work

Module

Connect mobile workers to your field service organization with this all-in-one mobile app

+400 Points
~1 hr 10 mins
Module

Temporarily share a worker's location with customers so they see that help is on its way.

+400 Points
~1 hr
Module

Make selected records available to users when they're offline.

+300 Points
~1 hr
Article

Use the mobile app to work offline and customize workflows for your team.

~10 mins •
Mark as Complete
video
Video
Make Mobile Workers More Productive with Data and AI

Boost worker productivity with AI-powered mobile recommendations.

Vidyard
~17 mins •
Mark as Complete

Agentforce and AI for Field Service

video
Video
Agentforce for Field Service

Use Agentforce to automate tasks and eliminate scheduling bottlenecks.

Vidyard
~2 mins •
Mark as Complete
Video

Learn how Agentforce Field Service supports confident, scalable operations.

~2 mins •
Mark as Complete
Link

Give techs instant asset history and guided steps using Agentforce.

~3 mins •
Mark as Complete
Link

Start adopting AI tools to transform field service operations.

~6 mins •
Mark as Complete
Module

Empower field techs with AI-powered features to capture data and complete tasks quickly.

+100 Points
~5 mins
Module

Use Agentforce to manage appointments and reduce customer wait times.

+100 Points
~5 mins
Article

Increase Field Service efficiency using Agentforce and Einstein.

~2 mins •
Mark as Complete
Article

Use AI Agents to improve workforce efficiency without hard-coding.

~2 mins •
Mark as Complete

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