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Prerequisite: Service Cloud Consultant

Service Cloud Consultant is a prerequisite for this exam. This trailmix only consists of topics above and beyond the Service Cloud trailmix.

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Field Service Consultant Exam Overview

Exam Guide, Scheduling your Exam, Recommended Courses, and Quick Facts.

Task

Managing Resources

Exam Weight 16%

+1,100 points
Module

Field Service Basics

Learn about Field Service and set service territories.

~1 hr 15 mins
+300 points
Project

Install the Field Service Managed Package

Install the Field Service managed package in a Trailhead playground.

~50 mins
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Set Up Field Service

Trailblazer Community Documentation

~5 mins
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Assign Field Service Permissions

Trailblazer Community Documentation

~5 mins
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Set Up Crew Management

Trailblazer Community Documentation

~5 mins
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Create Service Resources for Field Service

Trailblazer Community Documentation

~10 mins
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Guidelines for Creating Skills for Field Service

Trailblazer Community Documentation

~5 mins
~10 mins
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Guidelines for Creating Operating Hours for Field Service

Trailblazer Community Documentation

~10 mins
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Get Started with Time Sheets

Trailblazer Community Documentation

~5 mins
Task

Managing Work Orders

Exam Weight 23%

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Guidelines for Creating Work Orders for Field Service

Trailblazer Community Documentation

~5 mins
~5 mins
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Track Required Inventory

Trailblazer Community Documentation

~5 mins
~5 mins
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Set Up Milestones

Trailblazer Community Documentation

~5 mins
+800 points
Module

Entitlement Management for Lightning Experience

Use entitlements to ensure your customers receive top-notch service.

~1 hr 15 mins
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Service Appointment Fields for Field Service

Trailblazer Community Documentation

~10 mins
~5 mins
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Manage Service Appointments

Trailblazer Community Documentation

~5 mins
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Customize the Service Appointment Life Cycle

Trailblazer Community Documentation

~5 mins
Task

Managing Scheduling and Optimization

Exam Weight 28%

+1,200 points
Module

Field Service Scheduling

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

~1 hr 5 mins
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Create and Manage Scheduling Policies

Trailblazer Community Documentation

~10 mins
~10 mins
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What’s Schedule Optimization?

Trailblazer Community Documentation

~5 mins
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Set Up Routing for Travel Time Calculations

Trailblazer Community Documentation

~10 mins
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Dispatch Service Appointments

Trailblazer Community Documentation

~5 mins
+1,300 points
Module

Field Service Dispatcher Console for Dispatchers

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

~1 hr 30 mins
+1,600 points
Module

Dispatcher Console for Admins

Make your field service dispatchers more productive with a customized console.

~1 hr
Task

Configuring Mobility

Exam Weight 10%

+400 points
Module

Field Service Mobile

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

~1 hr 10 mins
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Field Service Mobile

Trailblazer Community Documentation

~10 mins
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Field Service Mobile App

Trailblazer Community Documentation

~5 mins
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Field Service Mobile App Considerations

Trailblazer Community Documentation

~15 mins
Task

Managing Inventory

Exam Weight 8%

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Products and Price Books

Trailblazer Community Documentation

~5 mins
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Set Up Your Field Service Inventory

Trailblazer Community Documentation

~5 mins
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Manage Your Field Service Inventory

Trailblazer Community Documentation

~10 mins
Task

Managing Assets

Exam Weight 5%

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Set Up and Manage Assets

Trailblazer Community Documentation

~5 mins
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Set Up Asset Availability and Reliability Reporting

Trailblazer Community Documentation

~10 mins
Task

Configuring Maintenance Plans

Exam Weight 5%

+700 points
Module

Field Service Preventive Maintenance

Track the installation, replacement, and periodic maintenance of your customers' assets.

~55 mins
~10 mins
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Guidelines for Working with Maintenance Work Rules

Trailblazer Community Documentation

~10 mins
Task

Permissions and Sharing

Exam Weight 5%

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Manage Field Service Permissions

Trailblazer Community Documentation

~5 mins
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Limit Access to Field Service Records

Trailblazer Community Documentation

~5 mins
Task

Additional Preparation

Additional resources to help prepare you for certification.

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Implement Salesforce Field Service (FSL201)

(Optional) Instructors will present different scenarios tied to the exam objectives to help prepare you for your exam.

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Field Service Data Objects

Salesforce Developer Documentation

~10 mins