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About the Exam

Read on for details about the Salesforce Field Service Lightning Consultant exam.

Content: 60 multiple-choice/multiple-select questions and 5 unscored questions

Time allotted to complete the exam: 105 minutes (time allows for unscored questions)

Passing score: 63%

Delivery options: Proctored test delivered onsite at a testing center or in an online testing environment. Click here for information on scheduling an exam.

Prerequisites: Salesforce Administrator credential and Salesforce Service Cloud Consultant credential



Successful completion of the Salesforce Certified Field Service Lightning certification test helps maintain quality and consistency in skills and knowledge within the Salesforce Certified Field Service Lightning community.
The objective of the Salesforce Certified Field Service Lightning Consultant program is to test and certify qualified implementation consultants, partners and administrators on their ability to deploy Field Service Lightning to an organization.



The Salesforce Certified Field Service Lightning Consultant program is designed for consultants who have experience implementing Salesforce Service Cloud and Field Service Lightning.



A Salesforce Certified Field Service Lightning Consultant designs and deploys solutions that support customer business processes and requirements using the Field Service Lightning product, managed package, and Field Service Lightning Mobile application. The consultant has field service industry experience, mobile solution expertise, and a solid understanding of the Salesforce core object model.



The Salesforce Certified Field Service Lightning Consultant has the following experience:

1-2 years as a business analyst

1+ years in the field services industry

2+ years of services and support experience

The Salesforce Certified Field Service Lightning Consultant candidate has the experience, skills, knowledge, and abilities outlined below:

Understand the field service lifecycle

Differentiate the Salesforce product lines (Service Cloud, Mobile, Platform, Sales Cloud, Field Service Lightning, Communities, Knowledge)

Build Field Service Lightning solutions that are scalable and maintainable:

Scheduling and optimization

Resource management

Asset management

Inventory management

Work Order and Service Appointments lifecycle management

Contracts, entitlements, and warranties

Mobility (mobile flow use cases)

Service reporting

Maintenance plans

A candidate for this test will likely need assistance with:

Complex schedule/route optimization

Service territories planning and management best practices

A candidate for this test is not expected to know or do the following:

Integration with third-party systems

Custom code such as Apex, Lightning Web Components

Fleet optimization

Mobile deployment (MDM device strategy)

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

Consultant

Mobile Solution Designer

System Analyst

Technical Architect

Service Cloud Administrator

Field Service Operations Manager

Service Desk Manager



Exam Outline

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



Managing Resources: 16%

Compare dynamic versus static crews.

Determine how and when to set up different resource types.

Given a scenario, recommend the appropriate Service Territories and their Members.

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

Demonstrate how to use skills, skill levels, and time-based skills.

Show how to use operating hours for service resources, accounts, work orders, and booking appointments.

Distinguish between FSL license types and when to deploy them.



Managing Work Orders: 23%

Configure Work Order processes, parameters, and Work Types.

Given a scenario, choose the appropriate Resource Preferences.

Apply Products Required to a Work Order.

Analyze how and when to use Work Order Line Items.

Illustrate how to configure Work Order Milestones.

Given a scenario, 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 FSL Administrator.

Given a scenario, choose the appropriate action to manage a Service Appointment.

Given a scenario, apply the appropriate life cycle of a Service Appointment required to execute a Work Order.

Decide on the appropriate Schedule Policy to achieve the business requirements.

Given a scenario, determine the appropriate option to execute Complex Work in FSL.

Explain the difference between a multi-day Service Appointment and a standard Service Appointment.

Outline the differences between aerial versus street-level routing.

Given a scenario, determine the appropriate dispatch strategy for an organization.

Compare different filtering options for the Dispatcher Console.

Explain how to set up optimization.

Given a scenario, decide the appropriate type of scheduling service to use.

Given a scenario, decide the appropriate type of optimization service to use.

Understand the usage of Field Service Lightning for DateTime tracking fields.



Configuring Mobility: 10%

Assess the requirements and tools needed to execute a customer sign-off process.

Given a scenario, configure the Field Service app to support key business processes.

Distinguish between Field Service Mobile and Salesforce Mobile app capabilities.

Understand the available FSL Mobile settings.



Managing Inventory: 8%

Given business requirements, distinguish the appropriate price book model for products consumed.

Given business requirements, justify which define the applicable inventory model.

Explain the Return Order object model and process.



Managing Assets: 5%

Apply procedural concepts to maintain and update assets and asset relationships.



Configuring Maintenance Plans: 5%

Given a scenario, recommend the appropriate maintenance plan.



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

Explain how scheduled Service Appointments are shared with service resources.

Understand the differences between user territories and service territories.