Salesforce Field Service Consultant Credential
Successful completion of the Salesforce Certified Field Service certification exam helps maintain quality and consistency in skills and knowledge within the Salesforce Certified Field Service community.
The objective of the Salesforce Certified Field Service Consultant program is to test and certify qualified implementation consultants, partners and administrators on their ability to deploy Salesforce Field Service to an organization.
Purpose of this Exam Guide
This exam guide is designed to help you prepare for the Salesforce Field Service Consultant exam. This guide provides information about the target audience, the recommended training and documentation, and a complete list of exam objectives. Salesforce highly recommends a combination of on-the-job experience and self-study to maximize your chances of passing the exam.
Audience Description
The Salesforce Certified Field Service Consultant program is designed for consultants who have experience implementing Salesforce Service Cloud and Salesforce Field Service.
A Salesforce Certified Field Service Consultant designs and deploys solutions that support customer business processes and requirements using the Salesforce Field Service product, managed package, and Salesforce Field 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 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 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, Salesforce Field Service, Experience, Knowledge)
- Build Salesforce Field Service 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 exam will likely need assistance with:
◉ Complex schedule/route optimization
◉ Service territories planning and management best practices
A candidate for this exam 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 Consultant candidate may include:
◉ Consultant
◉ Mobile Solution Designer
◉ System Analyst
◉ Technical Architect
◉ Service Cloud Administrator
◉ Field Service Operations Manager
◉ Service Desk Manager
Salesforce Field Service Consultant Exam Summary:
| Exam Name | Salesforce Field Service Consultant |
| Exam Code | Field Service Consultant |
| Exam Price | Registration fee: USD 200 Retake fee: USD 100 |
| Duration | 105 minutes |
| Number of Questions | 60 |
| Passing Score | 63% |
| Recommended Training / Books | Prepare for your Salesforce Field Service Consultant Credential Implement Salesforce Field Service (FSL201) |
| Sample Questions | Salesforce Field Service Consultant Sample Questions |
| Recommended Practice | Salesforce Certified Field Service Consultant Practice Test |
Salesforce Field Service Consultant Syllabus:
| Section | Objectives | Weights |
Managing Resources |
- Set up and manage 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 field service license types and when to deploy them. |
16% |
| Managing Work Orders | - 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. |
23% |
Managing Scheduling and Optimization |
- Understand different field service settings for SFS 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 SFS. - 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 Salesforce Field Service for DateTime tracking fields. |
28% |
| Configuring Mobility | - 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 SFS Mobile settings. |
10% |
| Managing Inventory | - 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. |
8% |
| Managing Assets | - Apply procedural concepts to maintain and update assets and asset relationships. | 5% |
| Configuring Maintenance Plans | - Given a scenario, recommend the appropriate maintenance plan. | 5% |
| Permissions and Sharing | - Understand use cases for different types of SFS permission sets. - Explain how scheduled Service Appointments are shared with service resources. - Understand the differences between user territories and service territories. |
5% |
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