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FND Group
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CERTIFICATIONS
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STUDY GUIDES
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  • Home
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  • CERTIFICATIONS
    • ADMIN
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  • STUDY GUIDES
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FIELD SERVICE LIGHTNING CONSULTANT STUDY GUIDE

MANAGE WORK ORDERS 32%

Determine work order closure processes and associated follow-up tasks

  • Guidelines for Work Order Processes

Apply procedural concepts to capture necessary data to complete a work order

  • Path Settings for Work Orders

Apply procedural concepts to create work orders as they relate to assets, accounts, and contacts including relative entitlements

  • Create Work Orders

Identify resource requirements

  • Adding Required Skills

Determine the attributes required to measure effective KPIs

  • Report on Field Service Lightning

Assess the requirements and tools needed to execute a customer sign-off process

  • Signatures on Service Reports
  • Service Reports

Determine how to apply parts required for a work order

  • Track Required Parts

MANAGE SCHEDULING AND OPTIMIZATION 28%

Define the Schedule Policies to achieve the business outcomes

  • Scheduling Considerations

Recommend how to implement 3rd party resources

  • Setting up Contractors

Apply procedural concepts to manage dispatch including multiple scheduling scenarios based on business requirements

  • Guidelines for Setting up Your Workforce

Identify how to setup technicians or equipment assigned to schedule a work order

  • Create Service Resources

Given client requirements, determine the life cycle of a service appointment required to execute a work order

  • Service Appointments

CONFIGURE MOBILITY 17%

Distinguish between Field Service Mobile and Salesforce mobile app capabilities

  • App Limitations

Determine when to apply quick actions

  • Custom Actions in the Mobile App

Apply procedural concepts to complete service appointments in the mobile environment

  • Using the Mobile App

Determine how to configure Field Service app to support key business processes

  • Customize the Mobile App

CONFIGURE CONTRACTS, ENTITLEMENTS AND WARRANTIES 8%

Recommend and apply entitlements model to customer scenarios

  • Generate Work Orders from Maintenance Plans

Given a scenario, evaluate options to upsell or add needed entitlements

  • Creating Service Appointments

Apply procedural concepts to setup entitlement process for work order object

  • Create Maintenance Plans

MANAGE CASES 7%

Determine how to build work order processes, parameters, and templates

  • Work Order Guidelines

Troubleshoot, escalate, and resolve cases based on field service scenarios

  • Appointment Guidelines

MANAGE ASSETS 5%

Apply procedural concepts to maintain and update bill of materials (BoM)

  • Inventory Management Tasks

Determine how to manage and track asset installation, movement, and/or decommission

  • Product Transfers
  • Return Orders

MANAGE INVENTORY 3%

Given business requirements, determine price book model in relation to products

  • Creating Parts

Given business requirements, determine principles to support applicable inventory model

  • Inventory Management Tasks

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