Supercharge Field Service

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Free Online Course: Supercharge Field Service provided by Trailhead is a comprehensive online course, which lasts for 7-8 hours worth of material. The course is taught in English and is free of charge.

Overview
  • Increase field service team productivity with the dispatcher console.

    • Install the Field Service managed package in a Trailhead playground.
    • Use the dispatcher console to manage appointments, schedules, service resources, and maps.
    • Make your field service dispatchers more productive with a customized console.
    • Manage your schedule to maximize customer satisfaction and field service productivity.
    • Maximize your schedule to get more work done, faster.
    • Connect mobile workers to your field service organization with this all-in-one mobile app
    • Connect customers and employees with real-time visual support via mobile devices.

Syllabus
    • Install the Field Service Managed Package
      • Create a Field Service Trailhead Playground
      • Install the Managed Package
      • Build Your Team
    • Field Service Dispatcher Console for Dispatchers
      • Take a Field Service Journey
      • Explore the Dispatcher Console
      • Customize Your View
      • Manage Service Appointments
      • Handle the Unexpected
    • Dispatcher Console for Admins
      • Set Up the Dispatcher Console
      • Customize Dispatcher Console Settings
      • Add Custom Filters and Icons
      • Add a Custom Action
    • Field Service Scheduling
      • Explore Scheduling
      • Examine Scheduling Policies
      • Customize a Scheduling Policy
      • Update a Schedule
    • Field Service Optimization
      • Explore Optimization
      • Set Up Optimization
      • Plan with Global Optimization
      • Handle In-Day Changes
    • Field Service Mobile
      • Access Your Office on Your Phone
      • Set Up a Mobile Worker
      • Customize User Settings
      • Work From Anywhere
    • Visual Remote Assistant
      • See What the Customer Sees
      • Set Up Visual Remote Assistant