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Study Checklist
Field Service Consultant
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Study Progress
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Managing Resources
16%
0/44
No questions yet
Set up and manage crews.
0/7
Determine how and when to set up different resource types.
0/5
Given a scenario, recommend the appropriate Service Territories and their Members.
0/10
Explain the relationships between time sheets, time sheet entries, service resources, and Work Orders.
0/6
Demonstrate how to use skills, skill levels, and time-based skills.
0/7
Show how to use operating hours for service resources, accounts, Work Orders, and booking appointments.
0/5
Distinguish between Field Service license types and when to deploy them.
0/4
Managing Work Orders
23%
0/38
No questions yet
Configure Work Order processes, parameters, and Work Types.
0/9
Given a scenario, choose the appropriate Resource Preferences.
0/6
Apply Products Required to a Work Order.
0/6
Analyze how and when to use Work Order Line Items.
0/5
Illustrate how to configure Work Order Milestones.
0/5
Given a scenario, recommend the appropriate relationship between Service Appointments, Work Orders, and Work Order Line Items.
0/7
Managing Scheduling and Optimization
28%
0/64
No questions yet
Understand different field service settings for SFS Administrator.
0/4
Given a scenario, choose the appropriate action to manage a Service Appointment.
0/6
Given a scenario, apply the appropriate lifecycle of a Service Appointment required to execute a Work Order.
0/6
Decide on the appropriate Schedule Policy to achieve the business requirements.
0/10
Given a scenario, determine the appropriate option to execute Complex Work in SFS.
0/4
Explain the difference between a multi-day Service Appointment and a standard Service Appointment.
0/4
Outline the differences between aerial versus street-level routing.
0/2
Given a scenario, determine the appropriate dispatch strategy for an organization.
0/3
Compare different filtering options for the Dispatcher Console.
0/6
Explain how to set up optimization.
0/4
Given a scenario, decide the appropriate type of scheduling service to use.
0/4
Given a scenario, decide the appropriate type of optimization service to use.
0/4
Understand the usage of Salesforce Field Service for DateTime tracking fields.
0/7
Configuring Mobility
10%
0/23
No questions yet
Assess the requirements and tools needed to execute a customer sign-off process.
0/5
Given a scenario, configure the Field Service app to support key business processes.
0/7
Distinguish between Field Service Mobile and Salesforce Mobile app capabilities.
0/6
Understand the available SFS Mobile settings.
0/5
Managing Inventory
8%
0/14
No questions yet
Given business requirements, distinguish the appropriate price book model for products consumed.
0/4
Given business requirements, justify which define the applicable inventory model.
0/6
Explain the Return Order object model and process.
0/4
Managing Assets
5%
0/10
No questions yet
Apply procedural concepts to maintain and update assets and asset relationships.
0/10
Configuring Maintenance Plans
5%
0/12
No questions yet
Given a scenario, recommend the appropriate maintenance plan.
0/12
Permissions and Sharing
5%
0/16
No questions yet
Understand use cases for different types of SFS permission sets.
0/8
Explain how scheduled Service Appointments are shared with service resources.
0/4
Understand the differences between user territories and service territories.
0/4