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FIELD-SERVICE-CONSULTANT Exam Topics and Domains
FIELD-SERVICE-CONSULTANT is organized into 10 weighted domains. Expect to work with Field Service Mobile App, Assets, Assigned Resources, Quick Actions, and more.
Managing Resources
Field Service Feature Setup
Enable the Field Service feature and perform basic setup tasks
Service Resources Configuration
- Create service resources, skills, and other resource-related components
- Manage resource types, time sheets and entries
- Configure crew management for complex work
- Set up skills, territories, and operating hours
Managing Work Orders
Work Order Creation and Configuration
- Apply procedural concepts to create work orders as they relate to assets, accounts, and contacts including relative entitlements
- Identify resource requirements
- Determine how to apply parts required for a work order
Work Order Execution and Data Capture
- Apply procedural concepts to capture necessary data to complete a work order
- Determine the attributes required to measure effective KPIs
Work Order Closure and Follow-up
- Assess the requirements and tools needed to execute a customer sign-off process
- Determine work order closure processes and associated follow-up tasks
Managing Scheduling and Optimization
Scheduling Setup and Configuration
- Identify how to setup technicians or equipment assigned to schedule a work order
- Recommend how to implement 3rd party resources
Service Appointments and Lifecycle
Given client requirements, determine the life cycle of a service appointment required to execute a work order
Schedule Policies and Optimization
- Define the Schedule Policies to achieve the business outcomes
- Apply procedural concepts to manage dispatch including multiple scheduling scenarios based on business requirements
Configuring Mobility
Mobile App Configuration
- Determine when to apply quick actions
- Determine how to configure Field Service app to support key business processes
Mobile App Capabilities and Differences
- Distinguish between Field Service Mobile and Salesforce Mobile app capabilities
- Apply procedural concepts to complete service appointments in the mobile environment
Managing Inventory
Price Book and Product Configuration
Given business requirements, determine price book model in relation to products
Inventory Management
Given business requirements, determine principles to support applicable inventory model
Managing Assets
Bill of Materials (BoM)
Apply procedural concepts to maintain and update bill of materials (BoM)
Asset Lifecycle Management
Determine how to manage and track asset installation, movement, and/or decommission
Configuring Contracts, Entitlements, and Warranties
Entitlement Setup
Apply procedural concepts to setup entitlement process for work order object
Entitlement Scenarios and Models
- Given a scenario, evaluate options to upsell or add needed entitlements
- Recommend and apply entitlements model to customer scenarios
Managing Cases
Case Management for Field Service
- Troubleshoot, escalate, and resolve cases based on field service scenarios
- Determine how to build work order processes, parameters, and templates
Configuring Maintenance Plans
Maintenance Plan Configuration
Recommend the appropriate maintenance plan based on specific scenarios
Permissions and Sharing
Field Service Permission Sets
Understand use cases for different types of Salesforce Field Service permission sets
Service Appointment Sharing
Explain how service appointments are shared with service resources
How do I earn this certification?
Passing FIELD-SERVICE-CONSULTANT earns the Salesforce Certified Field Service Consultant certification. It sits in the Service Cloud / Field Service track.
- Advanced Field Service - Salesforce Accredited Advanced Field Service Professional Advanced Field Service capabilities including complex scheduling and advanced optimization
- Application Architect - Salesforce Certified Application ArchitectAdvanced architecture certification requiring multiple consultant certifications
- System Architect - Salesforce Certified System ArchitectAdvanced system design and architecture certification
- Experience Cloud Consultant - Salesforce Certified Experience Cloud ConsultantComplementary for building customer portals and self-service experiences for field service customers
- Sales Cloud Consultant - Salesforce Certified Sales Cloud ConsultantUseful for organizations combining field service with sales operations
- Platform App Builder - Salesforce Certified Platform App BuilderEnhances custom app development skills for Field Service customizations
- CPQ Specialist - Salesforce Certified CPQ Specialist Valuable for field service organizations with complex quoting and pricing requirements
- Marketing Cloud Engagement Consultant - Salesforce Certified Marketing Cloud Engagement ConsultantUseful for customer engagement and communication strategies in field service
Practice with Precision
The PlanetCert Simulator mirrors the real exam environment with authentic questions and timed pressure.
How to study for this exam?
Use the official PlanetCert Practice Test alongside the study plan below to prepare efficiently for FIELD-SERVICE-CONSULTANT.
What's changed on this exam?
- ACTIVE
- Last content update: 2024-01-01
- Field Service Mobile App v244 Enhanced offline capabilities and mobile flows are testable topics • Release date: 2024-06-01
- Einstein for Field Service Latest AI-powered features increasingly relevant to scheduling and optimization questions • Release date: 2024-06-15
- Scheduling Optimization Engine v2024 Advanced optimization features and multi-objective scheduling now part of exam scope • Release date: 2024-01-10
Who should take this exam?
- 2-5 years of experience as a Senior Business Analyst
- Minimum 2 years in a Field Service environment
- Experience with Service Cloud implementation
- Knowledge of mobile workforce management
- Understanding of scheduling and dispatch operations