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Salesforce Field Service Lightning Course

⏰24 hours | ▶️ 24 Videos | 📣 49 Participants | 🔥11 Reviews

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Jan 12(1 HR A DAY)
07:00 PM PST
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Jan 22(1 HR A DAY)
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Jan 27(1 HR A DAY)
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Course Description

Salesforce Field Service Lightning helps enterprises manage and optimise their field service operations for maximum business productivity, customer happiness and cost reduction; its goals include business efficiency, cost reduction and enhanced customer relations.

Salesforce Field Lightning helps field agents enhance productivity; your agents may access data, schedules, and files anytime with this mobile app from anywhere to improve efficiency and customer service.

Salesforce Field Lightning for iOS and Android helps salespeople complete transactions more quickly while remaining communicative with field teams.

Field teams can access CRM data anytime they require it – account data, contact details, and news updates are readily accessible from anywhere within their operation.

Managers may quickly assign and monitor team activities; work can be verified with photos, client signatures and barcodes, and offline mode allows access without internet connectivity.

Salesforce Field Lightning agents can check their schedules and arrange consumer appointments.

Salesforce Field Lightning features an intuitive UI that keeps field agents organised and efficient.

Salesforce Field Service Lightning helps enterprises efficiently manage field service; its comprehensive tools and capabilities help firms plan, deploy and utilise field service professionals as needed while managing client appointments, tracking service inventories and much more.

Field Service Lightning allows businesses to streamline operations, boost customer satisfaction and reduce expenses by scheduling field service professionals quickly and effortlessly for client appointments.

Businesses may reschedule or cancel appointments as desired, giving companies greater control and flexibility over customer appointments! Field service analytics help firms optimise field service operations such as performance indicators, customer happiness ratings and cost analyses.

Field Service Lightning allows businesses to stay informed and connected while keeping field service professionals connected and up-to-date from any mobile device, making field service operations faster while increasing customer satisfaction.

It provides businesses with a powerful platform designed to speed up field service delivery operations while improving customer satisfaction.

Salesforce Field Service Lightning provides a complete field service management system that tracks real-time activities.

Features of Salesforce Field Service Lightning include employee administration, scheduling and dispatch capabilities, service agreements, warranties management, as well as parts inventory control management.

Salesforce Field Service Lightning simplifies managing field service operations by offering one centralised platform to streamline administration, plan dispatch activities, and enhance customer relations.

It helps companies manage workforce productivity more efficiently while improving customer care through increased service levels and better efficiency.

Salesforce Field Service Lightning helps enterprises streamline field service operations and customer experiences; its flexible configuration options and robust security measures offer enterprises a tailored solution.

There are various features and functionalities offered with Field Service Lightning, for example.

Job Scheduling and Routing: Our program intelligently schedules and assigns work based on expertise, location and availability for field technicians.

Mobile Access: Field technicians may access information regarding work progress in real-time and alter task statuses via this mobile program.

Inventory Management: Inventory management software helps organisations maintain inventory levels and utilisation to ensure field personnel have all the parts needed to finish projects on schedule.

Field Service Lightning helps firms analyse and enhance field service operations with analytics and reports for increased effectiveness and efficiency.

Salesforce Field Service Lightning offers a practical and versatile field service management and optimisation solution designed to increase business productivity, enhance customer happiness and reduce operational expenses.


✅Lifetime access ✅Lifetime video access
✅Real-time case studies ✅The project integrated into the Curriculum
✅24*7 Support from our team of administrators

Course Content

1. Induction of Salesforce Field Service Lightning

2. Installation, Create and assign permissions, Key players of field Service, Field service data model Create Service Resources. FSL process Cycle

3. Dispatcher Console For Admins And Dispatchers

4. Scheduling Policies

5. Assign and reassign Appointments

6. How optimize happen in backend

7. Create optimize profile

8. Optimize and create custom options, custom actions

9. Service Crews, Create service Crews, Setup crew management

10. Service reports

11 . Example of maps, FSL shulder

12. Cutting edge and first FSL mobile experience

13. Mobile app view and Maintenance plans

14. Maintenance plans


What is Salesforce Field Service Lightning?

✅ Users can organise field technicians’ schedules, track their movements, and manage service appointments and appointments utilising it; additionally, it features work orders, inventories and customer self-service functionality.

Why Salesforce Field Service Lightning?

✅Salesforce-powered Field Service Lightning (FSL) allows service professionals to view clients’ 360-degree profiles and real-time service data like job history, van stock inventory and expert advice through this app.

Increased staff productivity and first-time repair rates enhance customer satisfaction and business expansion.

What does Salesforce Field Service Lightning do?

✅Salesforce Field Service Lightning helps enterprises manage field service operations with workforce management tools.

Workforce automation, scheduling, dispatching and mobile field service data access solutions can assist businesses to streamline field service operations while improving customer satisfaction.

Who uses Salesforce Field Service Lightning?

✅Field service organisations use Salesforce Field Service Lightning to schedule appointments and dispatch workers efficiently while tracking personnel records and managing client assets.
Appliance manufacturers, cable and satellite providers, cleaning services, electrical contractors, HVAC providers, and plumbing services rely on Salesforce Field Service Lightning for service delivery needs.

Why is Salesforce Field Service Lightning required?

✅Salesforce Field Service Lightning provides businesses with a complete field service management solution designed to streamline operations; optimising field service operations while increasing productivity and customer happiness.


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