Salesforce Field Service Lightning (FSL) Training

Live Online & Classroom Enterprise Training

Salesforce Field Service Lightning (FSL) is a powerful extension of the Salesforce Service Cloud that helps organizations manage field operations efficiently. It enables intelligent scheduling, real-time technician tracking, mobile workforce enablement, and optimized service delivery to improve customer satisfaction and operational productivity.

Looking for a private batch ?

REQUEST A CALLBACK

Enterprise Reporting
Lifetime Access
CloudLabs
24x7 Support
Real-time code analysis and feedback

What is Salesforce Field Service Lightning (FSL) Course about?

This course provides a comprehensive understanding of Salesforce Field Service Lightning, covering core concepts such as work order management, service appointment scheduling, resource optimization, dispatcher console operations, and mobile field service functionality. Learners will gain hands-on knowledge to configure, manage, and optimize field service processes using Salesforce FSL tools and automation features.

What are the objectives of Salesforce Field Service Lightning (FSL) Course ?

Understand the architecture and components of Salesforce Field Service Lightning
Configure work orders, service appointments, and service territories
Implement scheduling and optimization strategies for field technicians
Utilize dispatcher console and mobile app capabilities
Monitor and improve field service performance using reporting and analytics

Who is Salesforce Field Service Lightning (FSL) Course for?

Salesforce Administrators
Field Service Managers and Supervisors
Technical Consultants and Implementation Specialists
Service Operations Professionals
CRM Professionals working on service automation

What are the prerequisites for Salesforce Field Service Lightning (FSL) Course?

Prerequisites:

Basic understanding of Salesforce platform and navigation
Knowledge of Salesforce Service Cloud fundamentals
Familiarity with CRM concepts and service lifecycle
Basic knowledge of business process automation
Understanding of service operations or field workforce management

Learning Path:

Introduction to Salesforce Service Cloud and Field Service Concepts
Field Service Lightning Data Model and Core Configuration
Scheduling, Dispatching, and Resource Optimization
Mobile Field Service Implementation and Usage
Reporting, Analytics, and Performance Optimization

Related Courses:

Salesforce Service Cloud Administration
Salesforce Administrator (ADM 201)
Salesforce Advanced Administrator
Salesforce Platform App Builder

Available Training Modes

Live Online Training

4 Days

Course Outline Expand All

Expand All

Module 1: Introduction

In this module salesforce field service lightning fundamentals are explained in depth.

Module 2: Salesforce Field service Lightning Experience Development

User Interface Development Considerations

Use Visualforce in Lightning Experience

Use Lightning Components in Lightning Experience

Salesforce Partners, Packaging, and AppExchange

Module 3: Installation of field service lightning

Set Up Profiles

Install Managed Packages

Set Up Users

Create Users

Assign Permission Sets

Assign Page Layouts

Enable Chatter Publisher Actions

Module 4: Customizing field service lightning

Service Life Cycle, Automatic Status Transitions

Configurable Service Status TransitionsService

Status Dictionary, Status Based Sharing

Controlling Field Service Lightning Settings

Dispatcher, Trigger Settings, Drip Feed Settings,Logic Settings

Salesforce Calendar Syncing

Appointment Booking Settings

Background Jobs Settings

Services Optimization

Background Job

Advanced Configuration

Work Rules

Service Objectives

Scheduling Policies

Module 5: Using the field service lightning components

Using the Dispatcher Console,Service List,Options Button

Scheduling Policy Picker,Gantt,Map,Keyboard Shortcuts

Searching the Dispatcher Console,Service List Search,Resource List Search,Using the Service List

Scheduling Horizon, Service List Filters,Service List Search,Service List Customization,

Service List Bulk Actions, Location filtering

Gantt settings,The Gantt Filter,KPI Monitor,Using the Map

Managing Services,Booking Appointments,,Rescheduling an Appointment

Create a New Service,Set Visiting Hours for a Customer,Service Recurrences,Deleting a Service,,Managing Resources,Integration,Logic API,Scheduling a service,Appointment booking,Transaction limits,Geocoding, etc.

Module 6: Information for developers

Field Service Lightning Objects

Object Fields

Who is the instructor for this training?

The trainer for this Salesforce Field Service Lightning (FSL) Training has extensive experience in this domain, including years of experience training & mentoring professionals.

Reviews

My outlook on training changed completely after attending SpringPeople BPC training. The content, the trainer and infrastructure at SpringPeople were top notch and perfectly in tune with the industry requirements. Regardless to say, training is now something that I look forward to to. Kudos to everyone at SpringPeople!

Shweta Priya

Sony

I attended the 3-day AngularJs training at SpringPeople. The trainer was an industry veteran with vast experience in the subject. Notably, the hands-on training, and the Q&A session stood out. Overall, I found SpringPeople a great place to learn with excellent facilities and great trainers. Would recommend SpringPeople to my colleagues and friends.

Swati Singh

I attended the training on API Design for Mulesoft. The sessions were well planned and value-laden. I benefited immensely from the hands-on experience enabled through virtual labs. I would like to specifically commend the efficiency of the support team who were always available to resolve my concerns.

Nikhil Kohli

Stryker

I attended the jQuery training batch, conducted by Mr. Vijay, an SME who did a thorough coverage of all the essentials. He took us through concepts such as jQuery animations, event handlers, plugins, and jQuery-UI by small programs, very easily. The sessions were useful and well structured. By the end of the training, I was well equipped to develop a SPA on Product Management System. Overall, the learning experience at SpringPeople was great!

Heena Rajan

Mindtree