Corporate Salesforce Field Service Lightning Training Course

1. Salesforce field service lightning fundamentals
   • Overview and benefits
   • Core components and architecture
   • Enhancing customer service with FSL

1. User interface development considerations
   • Design principles for FSL UI
   • Ensuring accessibility and responsiveness
2. Use Visualforce in Lightning experience
   • Integrating Visualforce pages with Lightning experience
   • Visualforce and Lightning Components compatibility
   • Transitioning from Visualforce to Lightning components
3. Use Lightning components in the Lightning experience
   • Building reusable Lightning components
   • Enhancing user experience with Lightning components
4. Salesforce partners, packaging, and AppExchange
   • Understanding Salesforce partnership
   • Creating and managing packages for AppExchange
   • Leveraging AppExchange for Field Service Lightning enhancements

1. Set up profiles
   • Configuring profiles for field service operations
   • Setting permissions for field service functionality
2. Install managed packages
   • Identifying and selecting managed packages for installation
   • Installation process for managed packages
   • Post-installation steps and verification
3. Set up users
   • Creating user accounts for field service operations
   • Assigning roles and permissions to users
   • Managing user access and security settings
4. Create users
   • Customizing user settings for field operations
   • Integrating users into field service workflows
5. Assign permission sets
   • Understanding permission sets in field service
   • Assigning and customizing permission sets for users
   • Monitoring and updating permission sets as needed
6. Assign page layouts
   • Customizing page layouts for field service operations
   • Assigning page layouts to specific user profiles
   • Enhancing user interface with customized page layouts
7. Enable Chatter Publisher Actions
   • Integrating Chatter with field service operations
   • Customizing Chatter Publisher Actions for field service
   • Encouraging collaboration and communication with Chatter

1. Service life cycle, automatic status transitions
   • Understanding the service life cycle in FSL
   • Configuring automatic status transitions
2. Configurable service status transitionsService
   • Customizing service status transitions
   • Implementing configurable transitions for efficiency
   • Monitoring and adjusting status transitions
3. Status dictionary, status-based sharing
   • Defining service status with the status dictionary
   • Configuring status-based sharing rules
   • Enhancing security and collaboration with status-based sharing
4. Controlling field service lightning settings
   • Overview of FSL settings
   • Customizing settings for operational efficiency
5. Dispatcher, trigger settings, drip feed settings, logic settings
   • Configuring dispatcher and trigger settings for optimal assignment
   • Understanding and implementing drip feed settings
   • Customizing logic settings for business processes
6. Salesforce calendar syncing
   • Integrating Salesforce calendar with field service operations
   • Customizing calendar settings for field service
   • Enhancing scheduling and planning with calendar syncing
7. Appointment booking settings
   • Configuring settings for efficient appointment booking
   • Customizing appointment slots and preferences
   • Enhancing customer experience with flexible booking options
8. Background jobs settings
   • Managing background jobs for operational efficiency
   • Configuring settings for automated processes
   • Monitoring and optimizing background jobs
9. Services optimization
   • Strategies for optimizing field service operations
   • Implementing best practices for service delivery
10. Background job, advanced configuration
    • Setting up and managing advanced background jobs
    • Customizing configurations for complex operations
    • Enhancing system performance with optimized background jobs
11. Work rules
    • Defining and implementing work rules for field service
    • Customizing work rules for business needs
12. Service objectives
    • Setting and managing service objectives
    • Aligning objectives with business goals
    • Measuring and improving service performance
13. Scheduling policies
    • Understanding and configuring scheduling policies
    • Customizing policies for operational efficiency

1. Using the Dispatcher Console, Service List, Options Button

1. Navigating the Dispatcher Console
2. Managing services with the Service List
3. Customizing options with the Options Button

2. Scheduling Policy Picker, Gantt, Map, Keyboard Shortcuts

1. Selecting scheduling policies effectively
2. Utilizing the Gantt chart for scheduling and planning
3. Navigating with the map for location-based scheduling
4. Enhancing productivity with keyboard shortcuts

3. Searching the Dispatcher Console, Service List Search, Resource List Search

1. Efficient search techniques in the Dispatcher Console
2. Finding services quickly with Service List Search
3. Locating resources using Resource List Search

4. Using the Service List

1. Managing services through the Service List
2. Customizing and filtering the Service List
3. Implementing bulk actions for efficiency

5. Scheduling Horizon, Service List Filters, Service List Search, Service List Customization

1. Setting the scheduling horizon for planning
2. Applying filters for efficient service list management
3. Searching and customizing the Service List for specific needs

6. Service List Bulk Actions, Location filtering

1. Utilizing bulk actions for mass service management
2. Filtering services based on location for targeted dispatching

7. Gantt settings, The Gantt Filter, KPI Monitor, Using the Map

1. Customizing Gantt chart settings for optimal viewing
2. Filtering tasks and assignments with the Gantt Filter
3. Monitoring performance with the KPI Monitor
4. Leveraging the map for geographic insights and planning

8. Managing Services, Booking Appointments, Rescheduling an Appointment

1. Techniques for effective service management
2. Streamlining the appointment booking process
3. Flexible options for rescheduling appointments

9. Create a New Service, Set Visiting Hours for a Customer, Service Recurrences

1. Steps to create a new service in FSL
2. Customizing visiting hours for individual customers
3. Managing service recurrences for repeat visits

10. Deleting a Service, Managing Resources, Integration, Logic API

1. Guidelines for safely deleting a service
2. Integrating FSL with other systems using the Logic API

11. Scheduling a service, Appointment booking, Transaction limits, Geocoding

1. Efficient scheduling and appointment booking techniques
2. Understanding and managing transaction limits
3. Utilizing geocoding for location-based services and planning

1. Field Service Lightning objects
   • Overview of FSL objects and their significance
   • Customizing and extending FSL objects
2. Object fields
   • Understanding the purpose and use of object fields
   • Customizing object fields to meet business requirements
   • Strategies for efficient data management with object fields