Get on the Road with Field Service Lightning (find Module in Trailhead)
You complete this module on your own in a Trailhead Playground not in your Fast Path Training Org.
Session 1- Read and Understand
Read and review the content in slides 1-47. Learn about the Object Model, ST & Operating Hours, Skills and Work Types, and Guided Setup
Guided Setup
Use Guided Setup to create Service Territories and Operating Hours, define Work Types and Skills, and configure scheduling policies.
Session 2- Read and Understand
Read and review the content in slides 48-109. Learn about Resources, STM, Scheduling Logic, Global Actions, and Emergency Wizard
Scheduling Logic in Field Service Lighting
Identifying the optimal employee for each service appointment uses Scheduling Rules and Scheduling Objectives.
Work Rules in Field Service Lightning
Work rules, are hard yes/no qualifiers and are used to narrow the mobile resource list to the select few who can complete the required work.
Service Objectives in Field Service Lightning
Service Objectives help to define the optimal resource for the job.
Scheduling Policies in Field Service Lightning
Learn more about Scheduling Policies in Field Service.
Appointment Booking
Appointment Booking lets you offer truth-based graded appointment slots. Slots are based on actual availability of the mobile resource.
Emergency Dispatch
Emergency Dispatching allows resources to be scheduled for new urgent work even if they currently have other work assigned.
Session 3- Read and Understand
Read and review the content in slides 110-143. Become familiar with Contractors, Service Appointment Lifecycle, and Inventory
Session 4- Read and Understand
Read and review the content in slides 144-223. Sharing, Mobile and Indoor Line of Business.
Session 5- Read and Understand
Read and review the content in slides 224-283- Scheduling & Optimization, Preventative Maintenance, APIs, Admin, and Bulk Scheduling
Global Optimization
Global Optimization is a powerful and intelligent capability that enables the creation of most efficient schedules.
Certification Review- Core Field Service
Core functionality including Assets, Contracts & Entitlements, Case Management, Work Orders and Inventory Management
Certification Review- Scheduling and Optimization
Review of concepts and definitions including Service Resources, Service Appointment Life Cycle, Scheduling Logic, and Dispatch Managment
Certification Review- Field Service Mobile
Review the definitions and concepts for Quick Actions, Page Layouts, Service Reports, and Mobile App Configuration
