Corporate Salesforce Field Service Lightning Training Course

Name: Salesforce Field Service Lightning Training
Availability: InStock

Edstellar's instructor-led Salesforce Field Service Lightning training program empowers organizations to optimize field operations. Master scheduling, dispatching, and mobile workforce management. Streamline processes and deliver exceptional on-site service. Elevate field service capabilities and drive customer satisfaction.

Duration

32 - 40 hrs

Delivery Type

Instructor-led Group Training
(Virtual / On-site / Off-site)

Training Available in

10 Languages

Multiple Locations

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About Learning Outcomes Key Benefits Course Outline Target Audience Training Modes Certificate Trainers Request a Training Quote

Drive Team Excellence with Salesforce Field Service Lightning Corporate Training

Salesforce Field Service Lightning (FSL) is a dynamic system developed by Salesforce to revolutionize onsite service provision for companies. Its primary objective is to enhance operational efficiency and customer satisfaction by streamlining field service management processes. FSL enables organizations to create employee records, assign tasks, and track their location in real-time, offering a comprehensive solution for managing field service operations. By equipping teams with in-depth knowledge and practical skills, Salesforce Field Service Lightning training course ensures that professionals can optimize scheduling and dispatching processes, manage inventory efficiently, track assets, and seamlessly monitor task progress.

Edstellar's instructor-led Salesforce Field Service Lightning training course is designed to empower professionals with in-depth expertise in utilizing the platform to its fullest potential through virtual/onsite training formats. Industry experts lead the course with domain experience and cover essential topics such as scheduling optimization, resource management, mobile workforce enablement, and customer engagement strategies. Professionals are equipped with a practical and customized curriculum that addresses real-world challenges faced in field service management.

Get Customized Expert-led Training for Your Teams

Customized Training Delivery

Scale Your Training: Small to Large Teams

In-person Onsite, Live Virtual or Hybrid Training Modes

Plan from 2000+ Industry-ready Training Programs

Experience Hands-On Learning from Industry Experts

Delivery Capability Across 100+ Countries & 10+ Languages

Skills Your Employees Will Gain

These are the core, hands-on capabilities your team builds during the program.

Field Service Management
Field Service Management is the coordination of field operations, ensuring efficient service delivery. This skill is important for roles like technicians and managers, as it enhances customer satisfaction and operational efficiency.
Work Order Management
Work Order Management is the process of tracking, prioritizing, and executing maintenance tasks efficiently. this skill is important for roles in facilities management and operations, ensuring timely service delivery and resource optimization.
Resource Scheduling
Resource Scheduling is the process of allocating resources efficiently to tasks or projects. This skill is important for project managers and operations roles to optimize productivity and meet deadlines.
Mobile Integration
Mobile Integration is the ability to connect mobile applications with backend systems and services. this skill is important for developers and IT professionals to ensure seamless user experiences and efficient data flow across platforms.
Dispatch Management
Dispatch Management involves coordinating and overseeing the distribution of goods and services. This skill is important for logistics and transportation roles, ensuring timely deliveries and efficient operations.
Customer Communication
Customer Communication is the ability to effectively convey information and engage with clients. This skill is important for roles in sales, support, and marketing, as it fosters trust, enhances relationships, and drives customer satisfaction.

What Your Team Will Achieve After This Training

Analyze field service data to identify trends, optimize workflows, and enhance operational efficiency
Apply scheduling optimization techniques to allocate resources and streamline field service operations efficiently
Implement customized solutions tailored to organizational needs, ensuring seamless integration with existing systems
Utilize Salesforce Field Service Lightning features to effectively manage inventory, track assets, and monitor task progress in real-time
Demonstrate proficiency in troubleshooting and resolving field service challenges using Salesforce Field Service Lightning tools and techniques

Topics & Program Outline

The curriculum is organized into focused modules built by industry experts and delivered virtually or on-premise. Interactive sessions reflect the evolving demands of the workplace, keeping the learning both relevant and practical.

Introduction to Salesforce Field Service Lightning

Salesforce field service lightning fundamentals
- Overview and benefits
- Core components and architecture
- Enhancing customer service with FSL

Salesforce Field Service Lightning Experience Development

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

Installation of Field Service Lightning

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

Customizing Field Service Lightning

Service life cycle, automatic status transitions
- Understanding the service life cycle in FSL
- Configuring automatic status transitions
Configurable service status transitionsService
- Customizing service status transitions
- Implementing configurable transitions for efficiency
- Monitoring and adjusting status transitions
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
Controlling field service lightning settings
- Overview of FSL settings
- Customizing settings for operational efficiency
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
Salesforce calendar syncing
- Integrating Salesforce calendar with field service operations
- Customizing calendar settings for field service
- Enhancing scheduling and planning with calendar syncing
Appointment booking settings
- Configuring settings for efficient appointment booking
- Customizing appointment slots and preferences
- Enhancing customer experience with flexible booking options
Background jobs settings
- Managing background jobs for operational efficiency
- Configuring settings for automated processes
- Monitoring and optimizing background jobs
Services optimization
- Strategies for optimizing field service operations
- Implementing best practices for service delivery
Background job, advanced configuration
- Setting up and managing advanced background jobs
- Customizing configurations for complex operations
- Enhancing system performance with optimized background jobs
Work rules
- Defining and implementing work rules for field service
- Customizing work rules for business needs
Service objectives
- Setting and managing service objectives
- Aligning objectives with business goals
- Measuring and improving service performance
Scheduling policies
- Understanding and configuring scheduling policies
- Customizing policies for operational efficiency

Using the Field Service Lightning Components

Using the Dispatcher Console, Service List, Options Button
- Navigating the Dispatcher Console
- Managing services with the Service List
- Customizing options with the Options Button
Scheduling Policy Picker, Gantt, Map, Keyboard Shortcuts
- Selecting scheduling policies effectively
- Utilizing the Gantt chart for scheduling and planning
- Navigating with the map for location-based scheduling
- Enhancing productivity with keyboard shortcuts
Searching the Dispatcher Console, Service List Search, Resource List Search
- Efficient search techniques in the Dispatcher Console
- Finding services quickly with Service List Search
- Locating resources using Resource List Search
Using the Service List
- Managing services through the Service List
- Customizing and filtering the Service List
- Implementing bulk actions for efficiency
Scheduling Horizon, Service List Filters, Service List Search, Service List Customization
- Setting the scheduling horizon for planning
- Applying filters for efficient service list management
- Searching and customizing the Service List for specific needs
Service List Bulk Actions, Location filtering
- Utilizing bulk actions for mass service management
- Filtering services based on location for targeted dispatching
Gantt settings, The Gantt Filter, KPI Monitor, Using the Map
- Customizing Gantt chart settings for optimal viewing
- Filtering tasks and assignments with the Gantt Filter
- Monitoring performance with the KPI Monitor
- Leveraging the map for geographic insights and planning
Managing Services, Booking Appointments, Rescheduling an Appointment
- Techniques for effective service management
- Streamlining the appointment booking process
- Flexible options for rescheduling appointments
Create a New Service, Set Visiting Hours for a Customer, Service Recurrences
- Steps to create a new service in FSL
- Customizing visiting hours for individual customers
- Managing service recurrences for repeat visits
Deleting a Service, Managing Resources, Integration, Logic API
- Guidelines for safely deleting a service
- Integrating FSL with other systems using the Logic API
Scheduling a service, Appointment booking, Transaction limits, Geocoding
- Efficient scheduling and appointment booking techniques
- Understanding and managing transaction limits
- Utilizing geocoding for location-based services and planning

Information for Developers

Field Service Lightning objects
- Overview of FSL objects and their significance
- Customizing and extending FSL objects
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

Who Should Attend?

This program suits professionals at many levels across the organization, including:

Field Service Technicians
Salesforce Administrators
Solution Architects
CRM Administrators
Operations Coordinators
Business Analysts
IT Professionals
Field Service Coordinators
System Integrators
Salesforce Consultants
Application Architects
Managers

What are the Prerequisites?

Professionals with a basic understanding of Salesforce platform navigation and administration and familiarity with field service management concepts can take up the Salesforce Field Service Lightning training course.

Request a Quote for your Corporate Training Requirements

Delivering Training for Organizations across 100 Countries and 10+ Languages

Choose the Format That Fits Your Team

We design training your teams actually engage with, and deliver it the way that suits you best. Through a vetted global trainer network, Edstellar runs sessions in 10+ languages with consistent quality anywhere.

Virtual Salesforce Field Service Lightning Training

Virtual / online: expert-led live sessions delivered anywhere, with consistency and easy scheduling.

We deliver anywhere worldwide

Standardized content for consistent outcomes

Join from own workspace, no travel

We scale to large groups across sites

Interactive tools keep remote learners engaged

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On-site Salesforce Field Service Lightning Training

On-site (in-house): immersive, instructor-led learning at your office.

Our trainers run face-to-face at your office

We tailor setup/content to your workplace and tools

Group exercises drive collaboration

Live demos + hands-on practice

Direct trainer access to clarify doubts

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Off-site Salesforce Field Service Lightning Training

Off-site: focused, instructor-led group learning away from everyday workplace distractions.

We host your teams at a venue of your preferred choice

Built-in group activities for bonding

Full uninterrupted schedule for focus/retention

Boosts morale and signals commitment

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What Sets Edstellar Apart

Experienced Trainers

Our trainers are drawn from a vetted global network and bring years of industry expertise, keeping every session practical and impactful.

Proven Quality

With a strong global track record, Edstellar is known for quality and engaging delivery.

Industry-Relevant Curriculum

Our programs are built by experts to match the demands of today's industry.

Fully Customizable

Every program can be tailored to your organization's goals.

Comprehensive Support

We provide pre- and post-session support for a complete learning experience.

Global Multi-Location & Multilingual Training Delivery

We deliver in multiple languages to support diverse global teams.

Hear from Organizations We've Trained

"The Salesforce Field Service Lightning training exceeded my expectations in every way. As a Field Service Consultant, I gained comprehensive knowledge of mobile workforce management that transformed my approach applicable. These specialized skills have positioned me for significant advancement opportunities within my organization. The instructor's expertise in mobile app configuration made complex concepts crystal clear and actionable.”

Lyle Hopkins

Field Service Consultant,

Sales Automation Solutions Provider

"The Salesforce Field Service Lightning training enhanced my ability to architect and implement sophisticated service delivery strategies. Understanding field service configuration through intensive service appointments exercises proved initiatives. Our solution delivery efficiency and quality have increased substantially across the board. The detailed exploration of work order management provided methodologies I leverage in every engagement.”

Nikolai Popov

Functional Consultant,

Cloud CRM Solutions Provider

"The Salesforce Field Service Lightning training gave our team advanced asset management expertise that revolutionized our mobile workforce approach. As a Field Service Manager, understanding asset tracking and mobile app platforms across our entire portfolio. Our department achieved a remarkable 50% improvement in operational efficiency metrics. This training has become foundational to our team's strategic capabilities and continued growth.”

Jawad Usama

Field Service Manager,

Salesforce Consulting Services Firm

“Edstellar’s IT & Technical training programs have been instrumental in strengthening our engineering teams and building future-ready capabilities. The hands-on approach, practical cloud scenarios, and expert guidance helped our teams improve technical depth, problem-solving skills, and execution across multiple projects. We’re excited to extend more of these impactful programs to other business units.”

Aditi Rao

L&D Head,

A Global Technology Company

Recognition That Motivates Your Team

Upon successful completion of the training course offered by Edstellar, employees receive a course completion certificate, symbolizing their dedication to ongoing learning and professional development.

This certificate validates the employee's acquired skills and is a powerful motivator, inspiring them to enhance their expertise further and contribute effectively to organizational success.

Corporate Salesforce Field Service Lightning Training Course

Drive Team Excellence with Salesforce Field Service Lightning Corporate Training

Skills Your Employees Will Gain

What Your Team Will Achieve After This Training

Topics & Program Outline

Introduction to Salesforce Field Service Lightning

Salesforce Field Service Lightning Experience Development

Installation of Field Service Lightning

Customizing Field Service Lightning

Using the Field Service Lightning Components

Information for Developers

Who Should Attend?

What are the Prerequisites?

Choose the Format That Fits Your Team

Get a Proposal Shaped to Your Needs

What Sets Edstellar Apart

Experienced Trainers

Proven Quality

Industry-Relevant Curriculum

Fully Customizable

Comprehensive Support

Global Multi-Location & Multilingual Training Delivery

Hear from Organizations We've Trained

Recognition That Motivates Your Team

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