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Salesforce Field Service Consultant Exam Guide

Salesforce Field Service Consultant Exam Guide

Gear up for the Salesforce Field Service Consultant certification exam with our concise Exam Guide. This essential resource will equip you with the necessary knowledge and skills required to meet the exam requirements and prepare effectively. Enhance your proficiency in implementing Salesforce Field Service solutions, optimizing field operations, and delivering exceptional customer service experiences. Dive into the exam format, objectives, and explore recommended training materials to ensure your success in achieving the Field Service Consultant certification. Take your career to new heights as a certified Field Service Consultant, making a significant impact in the field service industry within the Salesforce ecosystem.

Salesforce Field Service Consultant Exam and Program Overview

The Salesforce Field Service Consultant exam and program offer professionals the opportunity to validate their expertise in implementing Salesforce Field Service solutions. This certification is ideal for individuals with experience in Salesforce Service Cloud and Salesforce Field Service, as they will be tested on their ability to deploy these solutions effectively. The program aims to certify qualified implementation consultants, partners, and administrators who can demonstrate their skills in deploying Salesforce Field Service within an organization.

Candidates for the Salesforce Field Service Consultant exam should have a solid understanding of the field service industry, mobile solution expertise, and a strong grasp of the Salesforce core object model. They should be capable of designing and deploying solutions that align with customer business processes and requirements. The exam assesses their proficiency in various areas, including resource management, work order management, scheduling and optimization, mobility configuration, inventory management, asset management, permissions and sharing, and more.

By successfully completing the Salesforce Field Service Consultant exam, professionals can showcase their expertise in implementing Salesforce Field Service solutions and earn the Salesforce Certified Field Service Consultant credential. This certification not only enhances their professional credibility but also enables them to contribute to the success of field service implementations and serve as valuable consultants in organizations leveraging Salesforce technology.

Who is it for

The Salesforce Field Service Consultant credential is designed for consultants who have experience implementing Salesforce Service Cloud and Salesforce Field Service. It is aimed at individuals who are involved in designing and deploying solutions that support customer business processes and requirements using Salesforce Field Service, the managed package, and the Salesforce Field Mobile application. The certification validates the candidate's field service industry experience, mobile solution expertise, and their understanding of the Salesforce core object model.

Typical job roles of a Salesforce Certified Field Service Consultant candidate may include:

  • Consultant

  • Mobile Solution Designer

  • System Analyst

  • Technical Architect

  • Service Cloud Administrator

  • Field Service Operations Manager

  • Service Desk Manager

Candidates for the Salesforce Certified Field Service Consultant exam should have 1-2 years of experience as a business analyst, at least 1 year of experience in the field services industry, and 2 or more years of services and support experience. They should possess a solid understanding of the field service lifecycle, be able to differentiate Salesforce product lines, and have the ability to build scalable and maintainable Salesforce Field Service solutions.

Key capabilities expected from the candidate include:

Candidates for the Salesforce Field Service Consultant exam are expected to possess key capabilities in order to demonstrate their proficiency in implementing Salesforce Field Service solutions. Some of these key capabilities include:

  1. Field Service Industry Knowledge: Candidates should have a solid understanding of the field service industry, including its processes, challenges, and best practices. They should be familiar with service delivery models, resource management, work order management, and service appointment scheduling.

  2. Salesforce Service Cloud Expertise: Candidates should have experience in implementing Salesforce Service Cloud, as it serves as the foundation for Salesforce Field Service. They should be well-versed in the features and functionality of Service Cloud, including case management, knowledge base, entitlements, and service console customization.

  3. Salesforce Field Service Solution Design: Candidates should be able to design and deploy Salesforce Field Service solutions that align with customer business processes and requirements. They should be proficient in configuring scheduling and optimization settings, managing resources, defining work order processes, and configuring mobile applications for field service agents.

  4. Mobile Solution Expertise: As Salesforce Field Service involves mobile workforce management, candidates should have expertise in configuring and optimizing mobile solutions for field service agents. They should understand the capabilities of the Salesforce Field Mobile application and be able to customize it to support key field service processes.

  5. Salesforce Core Object Model Understanding: Candidates should have a solid understanding of the Salesforce core object model, including objects such as accounts, contacts, assets, and work orders. They should be able to leverage these objects and their relationships to design and implement effective field service solutions.

Overall, candidates are expected to demonstrate a comprehensive understanding of field service processes, Salesforce Service Cloud, Salesforce Field Service, mobile solutions, and the Salesforce core object model. Their capabilities should enable them to design and deploy scalable and maintainable field service solutions that meet customer requirements and drive operational efficiency.

 

Purpose of this Exam Guide

The purpose of this Exam Guide is to provide candidates with essential information and guidance to prepare for the Salesforce Field Service Consultant exam. The guide serves as a comprehensive resource that outlines the exam objectives, recommended training and references, registration and retake fees, passing score, and delivery options.

By familiarizing themselves with this guide, candidates can gain a clear understanding of what to expect from the exam and how to approach their preparation effectively. It helps candidates align their study efforts with the exam content, focus on the key areas of knowledge and skills, and ensure they are adequately prepared to demonstrate their expertise in Salesforce Field Service implementation.

Additionally, the Exam Guide emphasizes the importance of a combination of on-the-job experience, training courses, self-study, and practical application of Salesforce Field Service concepts. It highlights the value of continuous learning and professional development in maximizing the chances of passing the exam and obtaining the Salesforce Certified Field Service Consultant credential.

In summary, the Exam Guide serves as a valuable resource that provides candidates with a roadmap for their exam preparation journey, helping them understand the purpose, structure, and expectations of the Salesforce Field Service Consultant exam.

 

About the Exam

The Salesforce Field Service Consultant exam is a certification exam that assesses the knowledge and skills of candidates in deploying Salesforce Field Service to organizations. Successful completion of the exam demonstrates a candidate's proficiency in implementing solutions that support customer business processes and requirements using the Salesforce Field Service product, managed package, and Salesforce Field Mobile application.

  • Content: The exam consists of 60 multiple-choice and multiple-select questions, along with up to 5 unscored questions.

  • Time Allotted: Candidates have 105 minutes to complete the exam, including the time for unscored questions.

  • Passing Score: A minimum passing score of 63% is required to earn the Salesforce Certified Field Service Consultant credential.

  • Registration Fee: The exam registration fee is USD 200, plus applicable taxes as per local law.

  • Retake Fee: In case of exam retakes, a fee of USD 100, plus applicable taxes, is applicable.

  • Delivery Options: The exam can be taken either at a designated testing center or in an online proctored environment.

  • Reference Materials: Candidates are not allowed to reference any hard-copy or online materials during the exam.

The Salesforce Field Service Consultant exam is a comprehensive assessment that evaluates a candidate's expertise in deploying Salesforce Field Service solutions. By successfully passing the exam, candidates can earn the Salesforce Certified Field Service Consultant certification, showcasing their proficiency in this specialized area of Salesforce implementation.

 

Recommended Training and References

To ensure your success in the Salesforce Field Service Consultant exam, we recommend a comprehensive approach that combines hands-on experience, training courses, Trailhead trails, and self-study. By utilizing these resources, you can effectively prepare yourself for the exam and enhance your skills in the specific areas outlined in the exam guide.

Here are the self-study materials that we recommend for your exam preparation:

  1. Trailmix: Prepare for your Salesforce Field Service Consultant Credential: This Trailmix provides a curated collection of learning modules, trails, and resources specifically designed to help you prepare for the Salesforce Field Service Consultant certification. It covers various topics and concepts essential for implementing and deploying Salesforce Field Service.

  2. Course: Implement Salesforce Field Service (FSL201): This instructor-led course offered by Trailhead Academy focuses on providing you with the necessary knowledge and skills to implement Salesforce Field Service in an organization. The course covers topics such as resource management, work order management, scheduling and optimization, mobility, and more.

  3. Online Documentation and User Guides: Access the official Salesforce online documentation, tip sheets, and user guides that cover topics listed in the exam outline. These resources provide detailed information on various aspects of Salesforce Field Service, including configuration, administration, and best practices.

  4. Hands-on Experience: Gain practical experience by working on real-world projects or using Salesforce Field Service in a sandbox environment. Applying your knowledge in a hands-on setting will deepen your understanding of the concepts and features covered in the exam.

Remember, in addition to self-study materials, hands-on experience, completing training courses, and exploring Trailhead trails related to the exam objectives will greatly enhance your exam readiness. Take the time to thoroughly review and practice the recommended resources to ensure you are well-prepared for the Salesforce Field Service Consultant exam.

 

Exam Outline

The Salesforce Field Service Consultant exam measures a candidate's knowledge and skills related to the following objectives. A candidate should have hands-on experience implementing Salesforce Service Cloud and Salesforce Field Service solutions and have demonstrated the application of each of the features/functions below:

Managing Resources: 16%
  • Set up and manage crews.

  • Determine how and when to set up different resource types.

  • Recommend the appropriate Service Territories and their Members.

  • Explain the relationships between time sheets, timesheet entries, service resources, and Work Orders.

  • Use skills, skill levels, and time-based skills.

  • Utilize operating hours for service resources, accounts, work orders, and booking appointments.

  • Differentiate between field service license types and when to deploy them.

Managing Work Orders: 23%
  • Configure Work Order processes, parameters, and Work Types.

  • Choose the appropriate Resource Preferences based on scenarios.

  • Apply Products Required to a Work Order.

  • Use Work Order Line Items effectively.

  • Configure Work Order Milestones.

  • Recommend the appropriate relationship between Service Appointments, Work Orders, and Work Order Line Items.

Managing Scheduling and Optimization: 28%
  • Understand different field service settings for SFS Administrator.

  • Manage Service Appointments effectively.

  • Execute the life cycle of a Service Appointment required to execute a Work Order.

  • Determine the appropriate Schedule Policy to achieve business requirements.

  • Execute Complex Work in SFS.

  • Differentiate between multi-day Service Appointments and standard Service Appointments.

  • Understand aerial versus street-level routing.

  • Decide the appropriate dispatch strategy for an organization.

  • Compare different filtering options for the Dispatcher Console.

  • Set up optimization.

  • Use Salesforce Field Service for DateTime tracking fields.

Configuring Mobility: 10%
  • Assess requirements and tools for executing a customer sign-off process.

  • Configure the Field Service app to support key business processes.

  • Understand the capabilities of Field Service Mobile and Salesforce Mobile apps.

  • Utilize available SFS Mobile settings.

Managing Inventory: 8%
  • Determine the appropriate price book model for products consumed based on business requirements.

  • Justify the applicable inventory model based on business requirements.

  • Understand the Return Order object model and process.

Managing Assets: 5%
  • Maintain and update assets and asset relationships using procedural concepts.

Configuring Maintenance Plans: 5%
  • Recommend the appropriate maintenance plan based on scenarios.

Permissions and Sharing: 5%
  • Understand use cases for different types of SFS permission sets.

  • Explain how scheduled Service Appointments are shared with service resources.

  • Differentiate between user territories and service territories.

By thoroughly understanding and demonstrating proficiency in these areas, candidates can successfully pass the Salesforce Field Service Consultant exam and showcase their expertise in implementing Salesforce Field Service solutions.

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