Determine work order closure processes and associated follow-up tasks
Apply procedural concepts to capture necessary data to complete a work order
Apply procedural concepts to create work orders as they relate to assets, accounts, and contacts including relative entitlements
Identify resource requirements
Determine the attributes required to measure effective KPIs
Assess the requirements and tools needed to execute a customer sign-off process
Determine how to apply parts required for a work order
Define the Schedule Policies to achieve the business outcomes
Recommend how to implement 3rd party resources
Apply procedural concepts to manage dispatch including multiple scheduling scenarios based on business requirements
Identify how to setup technicians or equipment assigned to schedule a work order
Given client requirements, determine the life cycle of a service appointment required to execute a work order
Distinguish between Field Service Mobile and Salesforce mobile app capabilities
Determine when to apply quick actions
Apply procedural concepts to complete service appointments in the mobile environment
Determine how to configure Field Service app to support key business processes
Recommend and apply entitlements model to customer scenarios
Given a scenario, evaluate options to upsell or add needed entitlements
Apply procedural concepts to setup entitlement process for work order object
Determine how to build work order processes, parameters, and templates
Troubleshoot, escalate, and resolve cases based on field service scenarios
Apply procedural concepts to maintain and update bill of materials (BoM)
Determine how to manage and track asset installation, movement, and/or decommission
Given business requirements, determine price book model in relation to products
Given business requirements, determine principles to support applicable inventory model