Get on the Road with Field Service
Offered By: Salesforce via Trailhead
Course Description
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
Tags
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