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Salesforce FSL-201 Exam Topics

Salesforce FSL-201 Exam Overview :

Exam Name: Implement Salesforce Field Service
Exam Code: FSL-201
Certifications: Salesforce Consultant, Salesforce Field Service Consultant Certifications
See Expected Questions: Salesforce FSL-201 Expected Questions in Actual Exam

Salesforce FSL-201 Exam Objectives :

Section Objectives
Course Orientation
  •     Course Introduction
  •     Certification Overview
  •     Field Service Definitions and Video
AW Computing Overview
  •     Explain the Business Reason Why AW Computing Has Purchased FSL
  •     Describe the Framework for a Field Service Project Team
  •     Reference Your Action Items for the Course
FSL Overview
  •     Identify Field Service Management Challenges and Determine How Field Service Can Overcome Those Challenges and Meet KPIs
  •     Describe What Connected Field Service Looks Like
  •     Complete Prerequisite Exercises
  •     Explain the Main Components, Capabilities, and Data Model of FSL
FSL Initial Configuration
  •     Identify the Features Within the Field Service Settings Tab
  •     Identify the Permission Sets We Assign to Each License, the Profiles and Permission Sets We Assign to Our Users, and Why We Do This
  •     Describe Geocoding and Data Integration Rules Within Field Service
  •     Complete Prerequisite Exercises
Plan for FSL
  •     Ask the Essential Questions Before Setting up Field Service
FSL Main Elements
  •     Set up All Field Service Main Elements
  •     Define Operating Hours
  •     Explain Service Territories
  •     Recognize the Importance of Required Skills
  •     Discuss How Work Orders Behave and Interact with Other Objects
  •     Explain the Service Resources Data Flow
  •     Describe the Field Service Location and Product Data Flow
FSL Scheduling and Policies
  •     Complete All Exercises Related to Field Service Scheduling and Policies
  •     Identify Work Rules and Service Objectives
  •     Identify Scheduling Policies Included in Field Service
  •     Define the Difference Between the Service Appointment and Work Order
FSL Contractors
  •     Complete All Exercises Related to Contractors
  •     Explain Capacity with Contractors and How to Give Contractors First Preference
  •     Describe the Service Appointment Lifecycle and Related Status Transitions
Dispatcher Console
  •     Complete All Exercises Related to the Dispatcher Console
  •     Explore the Capabilities of the Dispatcher Console
  •     Book and Manage Service Appointments
  •     Track and Monitor Service Resources
  •     Describe the Schedule Optimization Model
Mobile Field Technicians
  •     Explain the Business Flow of a Case to Work Order to Service Appointment
  •     Identify the Key Tasks Performed by Each Field Service Role (Customer, Agent, Dispatcher, Field Tech, and Admin)
  •     Describe How Field Technicians Manage Their Service Appointments Using the Field Service Mobile App
  •     Complete Reporting and Mobile Exercises
Review and Resources
  •     Test Your Knowledge with Field Service Review Questions
  •     Access Field Service Resources
Official Information https://trailhead.salesforce.com/en/academy/classes/fsl201-implement-salesforce-field-service/

Updates in the Salesforce FSL-201 Exam Topics:

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