Get on the Road with Field Service

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Free Online Course: Get on the Road with Field Service provided by Trailhead is a comprehensive online course, which lasts for 4-5 hours worth of material. The course is taught in English and is free of charge.

Overview
  • Learn how Field Service can help you manage all the moving parts of a successful field service center.

    • Learn about Field Service and set service territories.
    • Customize, track, and report on your mobile service workflow.
    • Track the installation, replacement, and periodic maintenance of your customers' assets.
    • Install the Field Service managed package in a Trailhead playground.

Syllabus
    • Field Service Basics
      • Get Started with Field Service for Salesforce
      • Enable Field Service and Create Service Resources
      • Configure Territories and Set Operating Hours for Service
    • Field Service Center Customization
      • Manage Common Field Service Jobs
      • Initiate Field Service Jobs
      • Track Field Service
    • Field Service Preventive Maintenance
      • Track Customer Assets
      • Create Maintenance Plans
    • Install the Field Service Managed Package
      • Create a Field Service Trailhead Playground
      • Install the Managed Package
      • Build Your Team