Salesforce Field Service Lightning Consultant Study Guide

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Do you aspire to become a Salesforce Field Service Lightning Consultant? Are you looking for a preparation strategy to crack the exam and advance your career? Look no further as we present to you our Advanced Study Guide. This guide aims at equipping you with the best preparation resources to pass the exam. Moreover, the study guide offers detailed steps you must follow to prepare for the Salesforce Field Service Lightning Consultant exam. So, before diving into your preparations journey lets first have a look at the exam details.

About the Salesforce Field Service Lightning Consultant Exam

The goal of the Salesforce Certified Field Service Lightning Consultant program is to confirm that implementation consultants, partners, and administrators have the skills to set up Field Service Lightning for a company. After passing the Salesforce Certified Field Service Lightning certification exam, you’ll have the ability to create and set up solutions that align with customer business needs and processes, using Field Service Lightning tools, the managed package, and the Field Service Lightning Mobile app.

Who should take the exam?

The Salesforce Certified Field Service Lightning Consultant exam is for consultants who have experience in setting up Salesforce Service Cloud and Field Service Lightning. To take this exam, you need to know about field service, mobile solutions, and have a good grasp of how Salesforce works.

Eligibility for Salesforce Field Service Lightning Consultant

You will be eligible for this exam if you posses the following eligibility requirements –

  • Firstly, 1-2 years as a business analyst
  • Secondly, 1+ years in the field services industry 
  • Thirdly, 2+ years of services and support experience

Intended Job Roles

This exam is specially designed for the following:

  • To begin with, Consultant
  • Secondly, Mobile Solution Designer
  • Subsequently, System Analyst
  • Moreover, Technical Architect
  • Further, Service Cloud Administrator
  • Then, Field Service Operations Manager
  • Also, Service Desk Manager

Study Guide for Salesforce Field Service Lightning Consultant Exam

This Salesforce Field Service Lightning Consultant Study Guide is meant to provide you with a brief outline of the whole exam program. The primary purpose is to help you with a step-by-step guide with expert exam preparation guide. It is designed to help you get ready for the exams. We shall now walk you through with all the learning resources and throw light on the preparatory steps. So, without further delay let’s get started.

Salesforce Field Service Lightning Consultant Study Guide

Step 1- Deeply Understand the Exam Objectives

when you’re studying for certification exams, don’t overwhelm yourself with too many questions. Too many can cause anxiety, and trust us, you don’t want that. Start by clearing your mind. Then, carefully go through all the exam info we’ve given you. Ensure it’s up-to-date. Use the exam guide to review the topics covered. This exam covers these areas:

Domain 1. Managing Resources: 16%

Firstly, this exam covers the concepts to compare dynamic versus static crews. Then, determine how and when to set up different resource types. Given a scenario, recommend the appropriate Service Territories and their Members. Also, explain the relationships between time sheets, timesheet entries, service resources, and Work Orders. Demonstrate how to use skills, skill levels, and time-based skills. Show how to use operating hours for service resources, accounts, work orders, and booking appointments. Finally, distinguish between FSL license types and when to deploy them. 

Domain 2. Managing Work Orders: 23%

This domain is much focused on the topics to configure Work Order processes, parameters, and Work Types. Given a scenario, choose the appropriate Resource Preferences. Then, Apply Products Required to a Work Order. Analyze how and when to use Work Order Line Items. Illustrate how to configure Work Order Milestones. Moreover, given a scenario, recommend the appropriate relationship between Service Appointments, Work Orders, and Work Order Line Items. 

Domain 3. Managing Scheduling and Optimization: 28%

Further, this domain includes concepts to understand different field service settings for FSL Administrator. Given a scenario, choose the appropriate action to manage a Service Appointment. Then, Given a scenario, apply the appropriate life cycle of a Service Appointment required to execute a Work Order. Decide on the appropriate Schedule Policy to achieve the business requirements. Given a scenario, determine the appropriate option to execute Complex Work in FSL. Explain the difference between a multi-day Service Appointment and a standard Service Appointment. Moreover, Outline the differences between aerial versus street-level routing. Given a scenario, determine the appropriate dispatch strategy for an organization. Compare different filtering options for the Dispatcher Console. Explain how to set up optimization. Additionally, Given a scenario, decide the appropriate type of scheduling service to use and the appropriate type of optimization service to use. Finally, understand the usage of Field Service Lightning  for DateTime tracking fields. 

Domain 4. Configuring Mobility: 10%

Moreover, this domain is aims to Assess the requirements and tools needed to execute a customer sign-off process. Also, Given a scenario, configure the Field Service app to support key business processes. Further, distinguish between Field Service Mobile and Salesforce Mobile app capabilities. Then, Understand the available FSL Mobile settings.

Domain 5. Managing Inventory: 8%

Subsequently, this domain focuses on given business requirements, distinguish the appropriate price book model for products consumed. Then, given business requirements, justify which defines the applicable inventory model. Further, explain the Return Order object model and process.

Domain 6. Managing Assets: 5%

This domain is aims at building the understanding to apply procedural concepts to maintain and update assets and asset relationships. 

Domain 7. Configuring Maintenance Plans: 5%

Furthermore, this domain covers given a scenario, recommend the appropriate maintenance plan.

Domain 8. Permissions and Sharing: 5%

Lastly, this domain includes topics to understand the use of cases for different types of FSL permission sets. Then, explain how scheduled Service Appointments are shared with service resources. Also, understand the differences between user territories and service territories.

Step 2 – Know your Learning Resources

We can’t emphasize this enough: the key to understanding each topic thoroughly is finding the right learning materials. We’ll guide you on where to find these resources. They’ll not only give you a solid foundation to pass the exam but also boost your confidence among your peers.

Enroll for Salesforce Training

Salesforce offers training for Salesforce Field Service Lightning Consultants. It helps candidates become skilled, confident, and credible. You can learn online at your own speed or from a certified instructor who’s been trained by Salesforce experts. This is helpful for beginners improving their skills and experienced professionals seeking more knowledge. Salesforce provides two types of training:

Salesforce Field Service Lightning Consultant online tutorials
Join a Community

You have the option to become part of the Trailblazer Community, where you can work together and learn alongside other Trailblazers. This community includes both experienced developers and newcomers. Being part of such a community can help you solve most of your exam-related issues. These communities are very interactive and keep up with the latest ideas and developments in the industry. So, to stay informed and get your questions answered by experienced members, consider joining this community.

Salesforce Field Service Lightning Consultant by [Saransh Paliwal]
Study the traditional way through Books

Books are a trustworthy and dependable source of knowledge. They can help you learn and grasp things more effectively. When preparing for the Salesforce Field Service Lightning Consultant exam, you can discover various books online or at libraries.

You can refer the Salesforce Field Service Lightning Consultant book by Saransh Paliwal

Step 3 – Attempt Practice Tests

Practice tests are a dependable way to measure your readiness for the Salesforce Field Service Lightning Consultant exam. Practicing helps you get better at answering questions within a time limit. Additionally, these sample and mock tests are designed to simulate the real exam atmosphere. After taking these tests, you can identify the areas where you need improvement. Strengthening these weak areas will make you more skilled. Keep in mind that taking multiple tests is crucial for building your confidence.

Lets self evaluate with Practice Tests Now!

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