Salesforce Certified Field Service Consultant Preparation Details
The Salesforce Certified Field Service Consultant exam measures your ability to design and deploy Salesforce Field Service solutions for real-world business needs. This study guide maps every exam objective to verified Salesforce documentation for resources, work orders, scheduling, mobility, and more. You can also explore more Salesforce certification study guides on the Salesforce category page to keep building your skills.
Salesforce Certified Field Service Consultant Materials
| Coursera | Salesforce Sales Operations Professional Certificate |
| Udemy | Salesforce Certified Field Service Consultant Prep |
Managing Resources: 16%
Set up and manage crews.
Create Service Crews for Field Service
Considerations for Scheduling Service Crews
Manage Field Service Crew Membership
Determine how and when to set up different resource types.
Create Service Resources for Field Service
Service Resource Fields for Field Service
Given a scenario, recommend the appropriate Service Territories and their Members.
Guidelines for Creating Service Territories for Field Service
Service Territory Fields for Field Service
Assign Service Territories to Service Resources in Salesforce Scheduler
Explain the relationships between time sheets, time sheet entries, service resources, and Work Orders.
Get Started with Field Service Time Sheets
Use Time Sheets in the Field Service Mobile App
Set up Automatic Time Sheet Entry Creation
Demonstrate how to use skills, skill levels, and time-based skills.
Create Skills for Field Service
Skill Fields for Field Service
Add Required Skills to Work Orders or Work Types for Field Service
Show how to use operating hours for service resources, accounts, Work Orders, and booking appointments.
Create Operating Hours for Field Service
Set Up Service Territories, Operating Hours, and Shifts for Field Service
Distinguish between Field Service license types and when to deploy them.
Field Service Permission Set Licenses
Create Field Service Permission Sets
Manage Field Service Permissions
Managing Work Orders: 23%
Configure Work Order processes, parameters, and Work Types.
Set Up Work Order Management for Field Service
Create Work Types for Field Service
Guidelines for Creating Work Orders for Field Service
Customize Work Order Settings for Field Service
Given a scenario, choose the appropriate Resource Preferences.
Add Service Resource Preferences in Field Service
Work Rule Type: Required Resources
Work Rule Type: Excluded Resources
Apply Products Required to a Work Order.
Track Required Inventory in Field Service
Request Inventory in Field Service
Analyze how and when to use Work Order Line Items.
Work Order Line Item Fields for Field Service
Guidelines for Generating Work Orders from a Maintenance Plan
Illustrate how to configure Work Order Milestones.
Use Entitlements with Work Orders
Given a scenario, recommend the appropriate relationship between Service Appointments, Work Orders, and Work Order Line Items.
Guidelines for Creating Service Appointments for Field Service
Service Appointment Fields for Field Service
Managing Scheduling and Optimization: 28%
Understand different field service settings for SFS Administrator.
Install the Field Service Managed Package
Given a scenario, choose the appropriate action to manage a Service Appointment.
Create Service Appointments for Field Service
Schedule Service Appointments for Field Service
Given a scenario, apply the appropriate lifecycle of a Service Appointment required to execute a Work Order.
Customize the Field Service Appointment Life Cycle
Service Appointment Fields for Field Service
Decide on the appropriate Schedule Policy to achieve the business requirements.
Create and Manage Field Service Scheduling Policies
Create and Manage Field Service Objectives
Given a scenario, determine the appropriate option to execute Complex Work in SFS.
Considerations and Limitations for Complex Work
Explain the difference between a multi-day Service Appointment and a standard Service Appointment.
Enable Multiday Field Service Appointments
Create Service Appointments for Field Service
Outline the differences between aerial versus street-level routing.
Set Up Routing for Travel Time Calculations
Optimize Your Field Service Schedule
Given a scenario, determine the appropriate dispatch strategy for an organization.
Customize the Field Service Classic Dispatch Console
Schedule Service Appointments for Field Service
Compare different filtering options for the Dispatcher Console.
Customize the Dispatcher Console with Field Sets
Customize the Field Service Classic Dispatch Console
Explain how to set up optimization.
Optimize Your Field Service Schedule
Optimize Today’s Field Service Schedule
Given a scenario, decide the appropriate type of scheduling service to use.
Schedule Service Appointments for Field Service
Create Service Appointments for Field Service
Given a scenario, decide the appropriate type of optimization service to use.
Optimize Your Field Service Schedule
Optimize Today’s Field Service Schedule
Understand the usage of Salesforce Field Service for DateTime tracking fields.
Service Appointment Fields for Field Service
Customize the Field Service Appointment Life Cycle
Configuring Mobility: 10%
Assess the requirements and tools needed to execute a customer sign-off process.
Field Service Guidelines for Creating Service Report Templates
Create Service Reports in the Field Service Mobile App
Given a scenario, configure the Field Service app to support key business processes.
Create Quick Actions for the Field Service Mobile App
Customize Push Notifications for the Field Service Mobile App
Add Flows to the Field Service Mobile App
Distinguish between Field Service Mobile and Salesforce Mobile app capabilities.
Considerations for the Salesforce Mobile App
Field Service Mobile App Considerations
Understand the available SFS Mobile settings.
Customize the Field Service Mobile App
Customize Push Notifications for the Field Service Mobile App
Managing Inventory: 8%
Given business requirements, distinguish the appropriate price book model for products consumed.
Track Inventory Consumption in Field Service
Product, Price Book, Price Book Entry, and Product Schedule Fields
Given business requirements, justify which define the applicable inventory model.
Create Inventory Locations for Field Service
Transfer Inventory in Field Service
Set Up Multiple Inventory Locations
Explain the Return Order object model and process.
Track Customer Returns in Field Service
Managing Assets: 5%
Apply procedural concepts to maintain and update assets and asset relationships.
Manage Assets in Field Service
Manage Field Service Asset Attributes
Configuring Maintenance Plans: 5%
Given a scenario, recommend the appropriate maintenance plan.
Set Up Field Service Maintenance Plans
Guidelines for Generating Work Orders from a Maintenance Plan
Guidelines for Working with Maintenance Work Rules
Permissions and Sharing: 5%
Understand use cases for different types of SFS permission sets.
Manage Field Service Permissions
Create Field Service Permission Sets
Assign Field Service Permissions
Set Custom Permissions for Field Service
Explain how scheduled Service Appointments are shared with service resources.
Limit Access to Field Service Records
Guidelines for Creating Service Territories for Field Service
Understand the differences between user territories and service territories.
Limit Access to Field Service Records
Guidelines for Creating Service Territories for Field Service
Wrapping Up Salesforce Certified Field Service Consultant
This guide covered every objective in the Salesforce Certified Field Service Consultant exam guide, from crews and service territories to scheduling policies, complex work, mobility, inventory, assets, maintenance plans, and sharing rules. Use the linked Salesforce documentation to build hands-on familiarity with each feature before exam day. You can also explore more Salesforce certification study guides on the Salesforce category to keep building your skills. Have a question or tip? Leave a comment below.
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