Salesforce Field Service Lightning Consultant Cheat Sheet

Salesforce Field Service Lightning Consultant certification is a credential offered by Salesforce, a leading customer relationship management (CRM) platform, that validates the knowledge and expertise of individuals in implementing and configuring Salesforce Field Service Lightning, a powerful tool for managing field service operations. Field Service Lightning is designed to help businesses optimize their field service processes, automate workflows, and provide exceptional customer service.

As Salesforce Field Service Lightning Consultants, professionals face various challenges such as understanding complex configurations, customizations, and best practices, as well as keeping up with frequent updates and changes in the Salesforce platform. To overcome these challenges, a cheat sheet can be an invaluable resource that provides concise and organized information on key topics, concepts, and best practices related to Salesforce Field Service Lightning. This can act as a swift reference guide while gearing up for exams or when putting into practice and fine-tuning Salesforce Field Service Lightning in real-world situations.

In the next sections of the blog post, we will explore an overview of Salesforce Field Service Lightning, the Salesforce Field Service Lightning Consultant certification, and a comprehensive cheat sheet that can help candidates succeed in their certification journey. We’ll cover important topics, concepts, and best practices, and provide additional resources for further study and preparation. Let’s dive in!

Salesforce Field Service Lightning Consultant: Exam Overview

The Salesforce Field Service Lightning Consultant certification is a credential offered by Salesforce that validates the expertise of professionals in implementing and configuring Salesforce Field Service Lightning. It is designed for individuals who have experience with field service operations and are looking to demonstrate their skills in using Salesforce Field Service Lightning to optimize field service processes.

Requirements for Salesforce Field Service Lightning Consultant Certification:

1. Salesforce Administrator Certification: Candidates must hold a current Salesforce Administrator certification as a prerequisite for the Field Service Lightning Consultant certification.
2. Field Service Lightning Consultant Exam: Candidates must pass the Field Service Lightning Consultant exam, which tests their knowledge of Salesforce Field Service Lightning features, functionalities, configurations, and best practices.

Benefits of Salesforce Field Service Lightning Consultant Certification:

1. Industry Recognition: Being certified as a Salesforce Field Service Lightning Consultant is a prestigious recognition of expertise in the field service management domain, and can enhance your professional reputation among employers, peers, and clients.
2. Career Advancement: Employers highly values Salesforce certifications, creating new avenues for career growth and advancement. With the Field Service Lightning Consultant certification, professionals can qualify for roles such as Field Service Consultant, Salesforce Administrator, and Salesforce Consultant, and potentially command higher salaries.
3. Knowledge and Skills: The certification process requires candidates to gain in-depth knowledge of Salesforce Field Service Lightning, including its features, functionalities, configurations, and best practices. This knowledge can be applied in real-world scenarios to optimize field service operations, automate workflows, and deliver exceptional customer service.
4. Access to Resources: Salesforce provides a wide range of resources for certified professionals, including access to the Salesforce Trailhead learning platform, certification community, and networking opportunities, which can further enhance your skills and knowledge.

Key Areas to Focus:

Here are some key terms that you may encounter in the Salesforce Field Service Lightning Consultant certification exam:

• Field Service Lightning (FSL): The Salesforce product that helps organizations manage their field service operations, including scheduling and dispatching of work orders, managing mobile workforces, and tracking field service performance.
• Work Order: A record in Field Service Lightning that represents a customer request for service or work to be performed. It contains details such as the type of work, location, priority, and other related information.
• Service Appointment: A record in Field Service Lightning that represents a specific time slot assigned to a field service resource (e.g., technician) to complete a work order. It includes details such as the scheduled start and end times, location, and assigned resource.
• Service Resource: A user in Field Service Lightning who performs field service tasks, such as a technician or a dispatcher. Service resources are assigned to service appointments to complete work orders.
• Service Territory: A defined geographical area in Field Service Lightning that includes a set of service resources and work orders. Service territories are used to assign work orders to resources based on their proximity to the work location.
• Service Agreement: A contract or agreement in Field Service Lightning that defines the terms and conditions for providing field service to a customer. It includes details such as service levels, response times, and billing information.
• Service Contract: A record in Field Service Lightning that defines the coverage and entitlements for a customer’s products or services. Service contracts are used to enforce service level agreements (SLAs) and manage warranties and entitlements.
• Product: A record in Field Service Lightning that represents a tangible item or service that is sold or used in field service operations. Products are associated with work orders, service contracts, and service appointments to track inventory, pricing, and billing.
• Salesforce Mobile App: The mobile application provided by Salesforce that allows field service resources to access and update Field Service Lightning data on their mobile devices. The Salesforce Mobile App provides offline access, allowing resources to work in areas with limited or no network connectivity.
• Optimization: The process in Field Service Lightning of automatically scheduling and dispatching work orders to resources based on various criteria such as service levels, skills, availability, and location. Optimization helps organizations efficiently assign and manage their field service resources to meet customer demands.

Cheat Sheet for Salesforce Field Service Lightning Consultant

This Cheat Sheet is designed to help you get ready for the exams. Therefore, we shall now walk you through all the learning resources to enrich your revisions and add this much valued credential to your resume.

1. Start with the Exam Objectives

Take it from the pros here: when studying for certification tests, be careful not to overload your brain with questions. As we’ve said before, having too many questions can cause anxiety, which is something you don’t want. Clear your brain first, then start. The next step is to carefully comprehend and evaluate all of the test information that was just presented. Ensure that all the information is current. Refer the Salesforce Field Service Lightning Consultant Exam Guide to review the concepts covered. This exam includes the following domains:

Firstly, Managing Resources: 16%

• Compare dynamic versus static crews. (Salesforce Documentation: Create Service Crews
• Determine how and when to set up different resource types. (Salesforce Documentation: Create Service Resources for Field Service)
• Given a scenario, recommend the appropriate Service Territories and their Members. (Salesforce Documentation: Create Service Territories for Field Service)
• Explain the relationships between timesheets, timesheet entries, service resources, and Work Orders. (Salesforce Documentation: Create Time Sheet Templates, Time Sheet Fields, Guidelines for Creating Work Orders for Field Service)
• Demonstrate how to use skills, skill levels, and time-based skills. (Salesforce Documentation: Guidelines for Creating Skills for Field Service)
• Show how to use operating hours for service resources, accounts, work orders, and booking appointments. (Salesforce Documentation: Guidelines for Creating Operating Hours for Field Service)
• Distinguish between FSL license types and when to deploy them.  (Salesforce Documentation: Manage Field Service Permissions)

Secondly, Managing Work Orders: 23%

• Configure Work Order processes, parameters, and Work Types. (Salesforce Documentation: Customize Work Order Settings for Field Service, Create Work Types for Field Service)
• Given a scenario, choose the appropriate Resource Preferences. (Salesforce Documentation: Add Service Resource Preferences to Accounts or Work Orders for Field Service)
• Apply Products Required to a Work Order. (Salesforce Documentation: Create Work Orders for Field Service)
• Analyze how and when to use Work Order Line Items. (Salesforce Documentation: Guidelines for Creating Work Orders for Field Service)
• Illustrate how to configure Work Order Milestones. (Salesforce Documentation: Set Up the Milestone Tracker, Set Up Milestones)
• Given a scenario, recommend the appropriate relationship between Service Appointments, Work Orders, and Work Order Line Items.  (Salesforce Documentation: Work Order Line Item Fields for Field Service, Create Service Appointments for Field Service)

Thirdly, Managing Scheduling and Optimization: 28%

• Understand different field service settings for FSL Administrator. (Salesforce Documentation: Assign Field Service Permissions)
• Given a scenario, choose the appropriate action to manage a Service Appointment. (Salesforce Documentation: Customize Appointment Booking Settings, Manage Service Appointments)
• Given a scenario, apply the appropriate life cycle of a Service Appointment required to execute a Work Order. (Salesforce Documentation: Guidelines for Creating Service Appointments for Field Service, Customize the Service Appointment Life Cycle)
• Decide on the appropriate Schedule Policy to achieve the business requirements. (Salesforce Documentation: Create and Manage Scheduling Policies)
• Given a scenario, determine the appropriate option to execute Complex Work in FSL. (Salesforce Documentation: Create Scheduling Dependencies Between Service Appointments)
• Explain the difference between a multi-day Service Appointment and a standard Service Appointment. (Salesforce Documentation: Enable Multiday Service Appointments)
• Outline the differences between aerial versus street-level routing. (Salesforce Documentation: Set Up Routing for Travel Time Calculations)
• Given a scenario, determine the appropriate dispatch strategy for an organization. (Salesforce Documentation: maximize ROI for the customer)
• Compare different filtering options for the Dispatcher Console. (Salesforce Documentation: Customize the Dispatcher Console, Work in the Dispatcher Console)
• Explain how to set up optimization. (Salesforce Documentation: Set Up Optimization)
• Given a scenario, decide the appropriate type of scheduling service to use. (Salesforce Documentation: Customize Appointment Booking Settings)
• Given a scenario, decide the appropriate type of optimization service to use. (Salesforce Documentation: Considerations for Setting Optimization Run Time)
• Understand the usage of Field Service Lightning for DateTime tracking fields.  (Salesforce Documentation: TimeSheet, Shipment)

Also, Configuring Mobility: 10%

• Assess the requirements and tools needed to execute a customer sign-off process. (Salesforce Documentation: Create Service Report Templates, Guidelines for Using Signatures on Service Reports)
• Given a scenario, configure the Field Service app to support key business processes. (Salesforce Documentation: Customize the Field Service Mobile App)
• Distinguish between Field Service Mobile and Salesforce Mobile app capabilities. (Salesforce Documentation: Field Service Mobile App Considerations)
• Understand the available FSL Mobile settings. (Salesforce Documentation: Field Service Mobile Settings)

Further, Managing Inventory: 8%

• Given business requirements, distinguish the appropriate price book model for products consumed. (Salesforce Documentation: Create Product Items to Represent Inventory)
• Given business requirements, justify which defines the applicable inventory model. (Salesforce Documentation: Common Inventory Management Tasks)
• Explain the Return Order object model and process. (Salesforce Documentation: Return Order Fields)

Further more, Managing Assets: 5%

• Apply procedural concepts to maintain and update assets and asset relationships. 

Additionally, Configuring Maintenance Plans: 5%

• Given a scenario, recommend the appropriate maintenance plan. (Salesforce Documentation: Create Maintenance Plans, Guidelines for Generating Work Orders from a Maintenance Plan, Maintenance Plan Fields)

Finally, Permissions and Sharing: 5%

• Understand the use of cases for different types of FSL permission sets. (Salesforce Documentation: Assign Field Service Permissions, Manage Field Service Permissions)
• Explain how scheduled Service Appointments are shared with service resources. (Salesforce Documentation: Limit Access to Field Service Records)
• Understand the differences between user territories and service territories. (Salesforce Documentation: Guidelines for Creating Service Territories for Field Service, Assign Users to Territories, Service Territory Fields for Field Service)

2. Know you Study Resources

It’s really important to emphasize that only the right learning materials will help you grasp each domain thoroughly. We’ll guide you on where to find these essential learning resources. This not only builds a solid foundation for qualification but also boosts your confidence among your peers.

Hands-on Experience

Gain hands-on experience with Salesforce Field Service Lightning by practicing in a Salesforce sandbox or a developer org. This will help you apply the theoretical concepts to real-world scenarios and reinforce your understanding of the product.

Trailhead 

Trailhead is the most important aspect of your revisions when it comes to Salesforce. Trailheads, indeed, are very helpful and useful resources for preparing for such an exam. Use Trailhead to go through online Documentation, Tip Sheets, and User Guides. Look for the topics mentioned in the Exam Outline section of this guide, and delve into the information related to those topics.

Enroll for Salesforce Field Service Lightning Consultant Training

Salesforce offers training to candidates, helping them develop competence, confidence, and credibility. Candidates can opt for self-paced online learning or choose to be guided by an accredited instructor crafted by Salesforce experts. This benefits both beginners refining existing skills and experienced professionals seeking additional knowledge. Salesforce offers two types of training that include –

• Firstly, Start doing self-study with the available resources
• Secondly, you can attend Instructor-Led Training recommended for this exam: Implementing Field Service Lightning (FSL 201)

3. Join a Community

Become part of a study group or engage in online forums to discuss and clear up any doubts you have about Field Service Lightning. Interacting with other candidates allows you to gather insights and benefit from their experiences.

4. Study the traditional way through Books

Books stand as the most reliable and trustworthy source of information. Additionally, they offer an advantage in learning and understanding things more accurately. When preparing for the Salesforce Field Service Lightning Consultant exam, you’ll find various books available online or in libraries. So, you can refer the Salesforce Field Service Lightning Consultant book by Saransh Paliwal

5. Online Tutorials and Study Guide

The roadmap to your success is only complete when you have the right strategy. Study Guides will be your support throughout your journey. Moreover, The best way to enhance your knowledge is by referring Online Tutorials. These Tutorials provide in depth understanding about the exam and its concepts. Additionally, it also covers exam details and policies.

6. Practice Tests

Try practice exams to evaluate what you know and figure out where you need more work. Review your performance in these mock exams to concentrate your study efforts on the areas where you’re not as strong. Lets self evaluate with Practice Tests Now!

Final Words

Preparing for a certification exam can be overwhelming, as there is a vast amount of information to remember. A cheat sheet can be quite handy, offering a brief and well-organized summary of important topics, concepts, and best practices for Salesforce Field Service Lightning. It acts as a quick reference guide for exam preparation or when working on Field Service Lightning in real-world situations.

A cheat sheet can help candidates quickly review important information, reinforce their understanding of the product, and boost their confidence before taking the exam. It can also be a handy reference tool that can be used during the exam to quickly recall important information and answer questions accurately.

Enhance your skills and knowledge with Salesforce Field Service Lightning Consultant.  Start Your Preparations Now!