ServicePro: Mastering Salesforce FSL

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Abhishek Bagherwal

2:03:10

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1. Introduction

1.1 ServicePro Mastering Salesforce FSL (1).pdf

1. Course Overview.mp4

01:47

2. Enable Field Service In Salesforce.mp4

05:38

2. Field Service Agent Management

1. Operating Hours Time Slots Service Territory Service Resource.mp4

04:13

2. Time Sheet For Field Service Agents.mp4

06:20

3. Service Crew Management.mp4

10:32

3. Work Orders

1. Work Order Template (Work Type) And Skills.mp4

04:04

2. Work Order And Work Order Line Item.mp4

09:44

4. Field Service Scheduling Policies

1. Field Service Scheduling Policies Overview.mp4

05:16

2. Work Rules.mp4

10:56

5. Dispatch Service Appoinment

1. Dispatch Console Overview.mp4

13:18

2. Manage Service Appointments.mp4

09:09

3. Add A New Service Area Using Polygon.mp4

02:55

4. Dispatch Appointments.mp4

01:43

6. Preventive Maintenance

1. Track Customer Assets.mp4

06:12

2. Preventive Maintenance.mp4

14:15

7. Manage Access To Field Service Records

1. Manage Access To Field Service Records.mp4

08:35

8. Optimization

1. Field Service Optimization.mp4

08:33

Description

Empowering Excellence in Field Service Management with Salesforce FSL

What You'll Learn?

Understand the interface and key features of Salesforce Field Service Lightning (FSL).
Learn how to efficiently schedule and dispatch field service jobs, optimizing technician routes and resources.
Master the process of creating, tracking, and updating work orders throughout their lifecycle.
Explore techniques to allocate and manage field service resources effectively, improving response times and customer satisfaction.
Discover how to leverage mobile devices for technicians, enabling real-time updates and seamless communication.
Dive into the reporting and analytics capabilities of FSL to gain insights into operational performance and customer trends.
Learn to automate repetitive tasks and customize FSL to align with your organization's unique service processes.
Understand how to keep customers informed with real-time updates and notifications regarding their service appointments.
Explore the integration between FSL and Salesforce CRM to ensure a seamless end-to-end customer service experience.
Gain insights into industry best practices for field service management, optimizing workflows and achieving service excellence.

Who is this for?

Field Service Managers

Salesforce Administrators

Technicians and Dispatchers

CRM Professionals

Business Owners

IT Professionals

Service Operations Analysts

Consultants and Implementers

Customer Service Managers

Anyone Interested in FSL

What You Need to Know?

A fundamental understanding of Salesforce CRM concepts, navigation, and terminology will be beneficial.

Familiarity with field service operations and terminology would provide a strong foundation for grasping FSL concepts.

Proficiency in using computers, web browsers, and basic software applications is essential for navigating the course platform and Salesforce interface.

Access to a Salesforce account, preferably with Field Service Lightning enabled (sandbox or developer account) for hands-on practice.

More details

Description
"ServicePro: Mastering Salesforce FSL" is a comprehensive and hands-on course designed to equip participants with the skills and knowledge needed to excel in field service management using Salesforce Field Service Lightning (FSL).
In today's dynamic business landscape, efficient field service operations are crucial for delivering outstanding customer experiences. This course empowers learners to navigate the intricacies of FSL, harness its powerful features, and optimize service workflows to drive operational excellence.
Through engaging lectures, interactive exercises, and real-world scenarios, participants will delve into key topics such as job scheduling, work order management, resource optimization, mobile integration, and data-driven service analytics. The course also covers customization and automation techniques, ensuring that FSL aligns seamlessly with various organizational needs.
By the end of the course, students will not only gain a deep understanding of FSL's functionalities but will also be able to apply their knowledge to solve practical field service challenges. Whether you're a field service manager, Salesforce administrator, technician, or anyone interested in elevating customer service quality, this course empowers you to become a ServicePro in utilizing Salesforce FSL effectively.
Join us on this learning journey and unlock the potential of Salesforce Field Service Lightning to transform field service operations, enhance customer satisfaction, and elevate your professional skill set.
Who this course is for:
Field Service Managers
Salesforce Administrators
Technicians and Dispatchers
CRM Professionals
Business Owners
IT Professionals
Service Operations Analysts
Consultants and Implementers
Customer Service Managers
Anyone Interested in FSL

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Salesforce Lightning

Abhishek Bagherwal

Instructor's Courses

Abhishek Bagherwal, a 10x certified Salesforce expert with over 4 years of experience in the industry, is passionate about helping individuals and organizations achieve success through the effective use of Salesforce. As an instructor, I bring a wealth of practical experience to the classroom, along with a dynamic teaching style that engages learners and makes complex concepts easy to understand. I am committed to helping students not only master the technical skills necessary to use Salesforce effectively but also to develop a deeper understanding of how Salesforce fits into the broader context of business strategy and operations.

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