A Salesforce Field Service Lightning Consultant is a professional who specializes in configuring and customizing Salesforce’s Field Service Lightning platform to help organizations optimize their field service operations. This role requires a deep understanding of Salesforce’s platform, as well as knowledge of field service management best practices.
Some key responsibilities of a Salesforce Field Service Lightning Consultant may include:
- Consulting with clients to understand their field service needs and develop solutions that meet their specific requirements.
- Configuring and customizing Salesforce’s Field Service Lightning platform to optimize scheduling, dispatching, and work order management.
- Developing custom solutions to extend the functionality of the Field Service Lightning platform.
- Conducting user training and support to ensure successful adoption of the Field Service Lightning platform.
- Collaborating with other Salesforce consultants and developers to integrate Field Service Lightning with other Salesforce products.
To become a Salesforce Field Service Lightning Consultant, you typically need to have a strong background in Salesforce administration and development, as well as experience working with field service management processes. Salesforce offers several certifications related to Field Service Lightning, including the Salesforce Certified Field Service Lightning Consultant certification, which can help demonstrate your expertise to potential employers or clients.
Let us now look at some of the important Salesforce Field Service Lightning Consultant exam learning resources!
Who should take the exam?
The Salesforce Field Service Lightning Consultant Exam is designed for consultants who have experience with implementing Field Service Lightning solutions in a customer-facing role. This exam is intended for individuals who have expertise in configuring and managing Field Service Lightning features, including optimization, scheduling, and mobile workforce management.
The exam is suitable for individuals who have a strong understanding of Salesforce and its capabilities and have experience with project management, process optimization, and change management. Additionally, the exam is ideal for professionals who have a strong grasp of Field Service Lightning concepts and are familiar with the specific requirements of service-oriented businesses.
Overall, the Salesforce Field Service Lightning Consultant Exam is intended for individuals who are looking to demonstrate their expertise in implementing and managing Field Service Lightning solutions for their clients. If you meet the prerequisites and have experience in this field, you may consider taking this exam to enhance your career prospects.
You will also be in charge of managing packages and the Field Service Lightning Mobile application. Furthermore, as a Field Service Lightning consultant, you should have experience in the field service industry, knowledge of mobile solutions, and a strong understanding of the Salesforce core object model. Salesforce Certified Field Service Lightning Consultants must have the following qualifications:
- 1-2 years as a business analyst
- 1+ years in the field services industry
- 2+ years of services and support experience
Exam Details
The questions on the Field Service Lightning Consultant Exam are in multiple-choice/multiple-select format. In addition, you will have 105 minutes to complete the exam. As a result, you must keep this in mind in order to complete your examination on time. You should also consider the types of questions that will be asked in the exam. Following that, there are multiple-choice, multiple-response, matching, hotspot, and limited fill-in-the-blank questions, as well as various other types of questions. Last but not least, the passing score for the exam is 63 percent, and it will cost you USD 200, plus any applicable taxes required by local law.
Salesforce Field Service Lightning Consultant Exam Glossary
Here are some key terms and concepts that may be useful to know when preparing for the Salesforce Field Service Lightning Consultant Exam:
- Field Service Lightning (FSL): A Salesforce application that allows service organizations to manage work orders, dispatch technicians, and track field service activities.
- Work Order: A record in FSL that represents a task or job that needs to be completed. Work orders include information about the customer, the location of the work, and the work that needs to be done.
- Service Appointment: A record in FSL that represents a scheduled appointment for a technician to perform work at a specific location.
- Scheduling Policy: A set of rules and criteria that determine how work orders are assigned to technicians.
- Mobile Workforce Management: A set of tools and processes used to manage and optimize the activities of field service technicians.
- Optimization: The process of using algorithms to automate the scheduling and routing of work orders to minimize travel time and maximize technician productivity.
- Service Territories: A set of geographic areas that are assigned to individual technicians or teams for service coverage.
- Understanding Service Resources: The assets and equipment that technicians use to perform their work, such as tools, vehicles, and parts.
Salesforce Field Service Lightning Consultant Exam Guide
Here are some resources that can help you prepare for the exam:
- Salesforce Field Service Lightning Consultant Certification Exam Guide: This guide provides detailed information about the exam, including the exam structure, content, and format.
- Salesforce Trailhead: Salesforce Trailhead provides interactive learning modules and hands-on challenges to help you learn about the Field Service Lightning platform. You can access a variety of learning paths, modules, and projects to gain practical experience.
- Salesforce Help and Training: Salesforce provides a comprehensive set of documentation and training resources for Field Service Lightning. You can access articles, videos, and webinars to learn about various topics related to Field Service Lightning.
- Field Service Lightning Consultant Study Group: Joining a study group can be a great way to learn from others and prepare for the exam. Salesforce provides a study group for Field Service Lightning Consultants, where you can collaborate with other learners and get help with your questions.
- Practice tests: Practice tests can help you gauge your readiness for the exam and identify areas where you need to focus your study efforts. Salesforce provides official practice tests for the Field Service Lightning Consultant exam, or you can find practice tests from third-party providers.
- Field Service Lightning Implementation Guide: The Field Service Lightning Implementation Guide provides detailed information about configuring and managing the platform.
Salesforce Field Service Lightning Consultant Expert Tips and Tricks
Here are some expert tips and tricks that can help you prepare for the Salesforce Field Service Lightning Consultant Exam:
- Review the Exam Guide: The Salesforce Field Service Lightning Consultant Exam Guide provides a comprehensive overview of the exam structure, topics covered, and weighting of each section. This can help you focus your study efforts and prepare more effectively for the exam.
- Take Practice Tests: Practice tests can help you identify areas where you need to improve and get a feel for the types of questions you can expect on the exam. Salesforce offers official practice tests for most of their certifications, including the Field Service Lightning Consultant Exam.
- Familiarize Yourself with FSL Features: Make sure you have a thorough understanding of all the key features of Field Service Lightning, including work orders, scheduling, optimization, mobile workforce management, and service contracts.
- Understand Business Processes: The Field Service Lightning Consultant Exam is focused on practical, real-world scenarios, so make sure you understand the common business processes and use cases that service organizations typically encounter.
- Know Your Limits: It’s important to recognize your strengths and weaknesses when preparing for the exam. Focus on areas where you need the most improvement, but don’t neglect areas where you’re already strong.
- Study Regularly: Studying consistently over time is more effective than cramming for the exam in a short period. Create a study schedule that allows you to review the material regularly and give yourself enough time to absorb the information.
- Join a Study Group: Joining a study group can provide you with additional support and motivation as you prepare for the exam. You can also benefit from the knowledge and experience of other professionals in the group.
- Utilize Official Salesforce Resources: Salesforce provides a wealth of official resources, including Trailhead modules, documentation, and community groups, that can help you prepare for the exam. Take advantage of these resources to supplement your study efforts.
By following these expert tips and tricks, you can increase your chances of success on the Salesforce Field Service Lightning Consultant Exam and demonstrate your expertise in implementing and managing Field Service Lightning solutions.
Exam Outline
The exam course outline is used to create all of the Salesforce Field Service Lightning Consultant Exam Questions. To ace, the exam, familiarise yourself with the exam concepts. This exam covers the following domains:
1. 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)
- Also, Given a scenario, recommend the appropriate Service Territories and their Members. (Salesforce Documentation: Create Service Territories for Field Service)
- Furthermore, 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)
- Moreover, Demonstrate how to use skills, skill levels, and time-based skills. (Salesforce Documentation: Guidelines for Creating Skills for Field Service)
- Also, 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)
- Furthermore, Distinguish between FSL license types and when to deploy them. (Salesforce Documentation: Manage Field Service Permissions)
2. 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)
- Moreover, Given a scenario, choose the appropriate Resource Preferences. (Salesforce Documentation: Add Service Resource Preferences to Accounts or Work Orders for Field Service)
- Also, Apply Products Required to a Work Order. (Salesforce Documentation: Create Work Orders for Field Service)
- Furthermore, Analyze how and when to use Work Order Line Items. (Salesforce Documentation: Guidelines for Creating Work Orders for Field Service)
- Moreover, Illustrate how to configure Work Order Milestones. (Salesforce Documentation: Set Up the Milestone Tracker, Set Up Milestones)
- Also, 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)
3. 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)
- Also, Decide on the appropriate Schedule Policy to achieve the business requirements. (Salesforce Documentation: Create and Manage Scheduling Policies)
- Furthermore, Given a scenario, determine the appropriate option to execute Complex Work in FSL. (Salesforce Documentation: Create Scheduling Dependencies Between Service Appointments)
- Moreover, Explain the difference between a multi-day Service Appointment and a standard Service Appointment. (Salesforce Documentation: Enable Multiday Service Appointments)
- Also, Outline the differences between aerial versus street-level routing. (Salesforce Documentation: Set Up Routing for Travel Time Calculations)
- Furthermore, 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)
- Moreover, Explain how to set up optimization. (Salesforce Documentation: Set Up Optimization)
- Also, Given a scenario, decide the appropriate type of scheduling service to use. (Salesforce Documentation: Customize Appointment Booking Settings)
- Furthermore, 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)
4. 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)
- Also, Given a scenario, configure the Field Service app to support key business processes. (Salesforce Documentation: Customize the Field Service Mobile App)
- Furthermore, Distinguish between Field Service Mobile and Salesforce Mobile app capabilities. (Salesforce Documentation: Field Service Mobile App Considerations)
- Moreover, Understand the available FSL Mobile settings. (Salesforce Documentation: Field Service Mobile Settings)
5. 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)
6. Managing Assets: 5%
- Apply procedural concepts to maintain and update assets and asset relationships.
7. 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)
8. 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)
- Also, Explain how scheduled Service Appointments are shared with service resources. (Salesforce Documentation: Limit Access to Field Service Records)
- Furthermore, 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)
Let us now move on to the main point of this article!
How to prepare for the Salesforce Field Service Lightning Consultant exam?
To help you focus your efforts on the right study resources, we’ve compiled a study guide that will aid you in your preparation. You will have a better chance if you are well prepared. This will necessitate the use of learning resources as well. Choosing genuine resources, on the other hand, is an important step. As a result, we’ve compiled a list of resources that you can use to confidently prepare for and take the exam. Let’s take a closer look at them.
Preparation Resources
The Salesforce Field Service Lightning Consultant Preparation resources are intended to provide you with a high-level overview of the entire exam program. The goal is to give you an idea of how to get started with exam preparation.
Salesforce Field Service Lightning Consultant Training
Salesforce offers candidates training to help them develop competence, confidence, and credibility. Candidates can choose to learn online at their own pace or from an accredited instructor built by Salesforce experts. This will be useful for both beginners who are honing their existing skills and experienced professionals who require knowledge. Salesforce provides two types of training, which are as follows:
- Start doing self-study with the available resources
- You can attend Instructor-Led Training recommended for this exam: Implementing Field Service Lightning (FSL 201)
Study Groups
It is critical to maintaining contact with people who share your goals. This will not only help you clear your doubts, but it will also help you learn more about the Field Service Lightning Consultant examination. You should also join some study groups where you can discuss the concepts with others who share your goal. This will be beneficial to the candidate throughout the course of their preparation. You can also join the Trailblazer Community.
Books
Books are the most dependable and trusted source of information. Moreover, Books can help you learn and understand things more thoroughly. There are several books available for the Salesforce Field Service Lightning Consultant exam, which you can find online or in libraries.
Practice Tests
Last but not least, it is critical that you obtain sample papers and practice tests. Salesforce Field Service Lightning Consultant Preparation is greatly aided by the practice test. Furthermore, completing them will not only familiarise you with the exam environment and boost your confidence but will also assist you in identifying areas where you are lacking and need to pay special attention to. Begin practicing right away!
Expert Corner
You will be able to pass the exam if you have the right resources and are willing to work hard. Furthermore, this exam has proven to be an excellent skill to develop in order to advance one’s career opportunities and growth. While preparing for the Salesforce Field Service Lightning Consultant exam, set aside all reservations and inhibitions. As a result, nothing is difficult if you have all of the necessary details and resources for preparation.
