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Salesforce Field Service Lightning Training
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Drive Team Excellence with Salesforce Field Service Lightning Corporate Training

Empower your teams with expert-led on-site, off-site, and virtual Salesforce Field Service Lightning Training through Edstellar, a premier corporate training provider for organizations globally. Designed to meet your specific training needs, this group training program ensures your team is primed to drive your business goals. Help your employees build lasting capabilities that translate into real performance gains.

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.

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Delivery Capability Across 100+ Countries & 10+ Languages
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Key Skills Employees Gain from instructor-led Salesforce Field Service Lightning Training

Salesforce Field Service Lightning skills corporate training will enable teams to effectively apply their learnings at work.

  • 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.

Key Learning Outcomes of Salesforce Field Service Lightning Training Workshop for Employees

Upon completing Edstellar’s Salesforce Field Service Lightning workshop, employees will gain valuable, job-relevant insights and develop the confidence to apply their learning effectively in the professional environment.

  • 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

Key Benefits of the Salesforce Field Service Lightning Group Training

Attending our Salesforce Field Service Lightning group training classes provides your team with a powerful opportunity to build skills, boost confidence, and develop a deeper understanding of the concepts that matter most. The collaborative learning environment fosters knowledge sharing and enables employees to translate insights into actionable work outcomes.

  • Develop professional skills in real-time task monitoring and progress tracking
  • Explore strategies for enhancing customer engagement and satisfaction through personalized service delivery
  • Learn advanced techniques for optimizing field service operations, including scheduling and resource allocation
  • Gain practical experience implementing and managing field service operations using Salesforce Field Service Lightning
  • Equip teams with proficiency in utilizing Salesforce Field Service Lightning features for efficient inventory management and asset tracking

Topics and Outline of Salesforce Field Service Lightning Training

Our virtual and on-premise Salesforce Field Service Lightning training curriculum is structured into focused modules developed by industry experts. This training for organizations provides an interactive learning experience that addresses the evolving demands of the workplace, making it both relevant and practical.

  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
    • Navigating the Dispatcher Console
    • Managing services with the Service List
    • Customizing options with the Options Button
  2. 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
  3. 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
  4. Using the Service List
    • Managing services through the Service List
    • Customizing and filtering the Service List
    • Implementing bulk actions for efficiency
  5. 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
  6. Service List Bulk Actions, Location filtering
    • Utilizing bulk actions for mass service management
    • Filtering services based on location for targeted dispatching
  7. 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
  8. Managing Services, Booking Appointments, Rescheduling an Appointment
    • Techniques for effective service management
    • Streamlining the appointment booking process
    • Flexible options for rescheduling appointments
  9. 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
  10. Deleting a Service, Managing Resources, Integration, Logic API
    • Guidelines for safely deleting a service
    • Integrating FSL with other systems using the Logic API
  11. 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
  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

Who Can Take the Salesforce Field Service Lightning Training Course

The Salesforce Field Service Lightning training program can also be taken by professionals at various levels in the organization.

  • 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

Prerequisites for Salesforce Field Service Lightning Training

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.

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Delivering Training for Organizations across 100 Countries and 10+ Languages

Corporate Group Training Delivery Modes
 for Salesforce Field Service Lightning Training

At Edstellar, we understand the importance of impactful and engaging training for employees. As a leading Salesforce Field Service Lightning training provider, we ensure the training is more interactive by offering Face-to-Face onsite/in-house or virtual/online sessions for companies. This approach has proven to be effective, outcome-oriented, and produces a well-rounded training experience for your teams.

Training Mode
Virtual
Instructor-led Training
Training Mode
On-site
Instructor-led Training
Training Mode
Off-site
Instructor-led Training
Virtual trainig

Edstellar's Salesforce Field Service Lightning virtual/online training sessions bring expert-led, high-quality training to your teams anywhere, ensuring consistency and seamless integration into their schedules.

With global reach, your employees can get trained from various locations
The consistent training quality ensures uniform learning outcomes
Participants can attend training in their own space without the need for traveling
Organizations can scale learning by accommodating large groups of participants
Interactive tools can be used to enhance learning engagement
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On-site trainig

Edstellar's Salesforce Field Service Lightning inhouse training delivers immersive and insightful learning experiences right in the comfort of your office.

Higher engagement and better learning experience through face-to-face interaction
Workplace environment can be tailored to learning requirements
Team collaboration and knowledge sharing improves training effectiveness
Demonstration of processes for hands-on learning and better understanding
Participants can get their doubts clarified and gain valuable insights through direct interaction
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Off-site trainig

Edstellar's Salesforce Field Service Lightning offsite group training offer a unique opportunity for teams to immerse themselves in focused and dynamic learning environments away from their usual workplace distractions.

Distraction-free environment improves learning engagement
Team bonding can be improved through activities
Dedicated schedule for training away from office set up can improve learning effectiveness
Boosts employee morale and reflects organization's commitment to employee development
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Enquire now

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        Starter
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        64 hours of group training (includes VILT/In-person On-site)

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        Designed for large corporations

        Edstellar: Your Go-to Salesforce Field Service Lightning Training Company

        Experienced Trainers

        Our trainers bring years of industry expertise to ensure the training is practical and impactful.

        Quality Training

        With a strong track record of delivering training worldwide, Edstellar maintains its reputation for its quality and training engagement.

        Industry-Relevant Curriculum

        Our course is designed by experts and is tailored to meet the demands of the current industry.

        Customizable Training

        Our course can be customized to meet the unique needs and goals of your organization.

        Comprehensive Support

        We provide pre and post training support to your organization to ensure a complete learning experience.

        Multilingual Training Capabilities

        We offer training in multiple languages to cater to diverse and global teams.

        Testimonials

        What Our Clients Say

        We pride ourselves on delivering exceptional training solutions. Here's what our clients have to say about their experiences with Edstellar.

        "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

        Get Your Team Members Recognized with Edstellar’s Course Certificate

        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.

        Certificate of Excellence

        We have Expert Trainers to Meet Your Salesforce Field Service Lightning Training Needs

        The instructor-led training is conducted by certified trainers with extensive expertise in the field. Participants will benefit from the instructor's vast knowledge, gaining valuable insights and practical skills essential for success in Access practices.

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