1.0 Managing Resources 16%

1.1Set up and manage crews
1.2Determine how and when to set up different resource types
1.3Given a scenario, recommend the appropriate Service Territories and their Members
1.4Explain the relationships between time sheets, time sheet entries, service resources, and Work Orders
1.5Demonstrate how to use skills, skill levels, and time-based skills
1.6Show how to use operating hours for service resources, accounts, Work Orders, and booking appointments
1.7Distinguish between Field Service license types and when to deploy them

2.0 Managing Work Orders 23%

2.1Configure Work Order processes, parameters, and Work Types
2.2Given a scenario, choose the appropriate Resource Preferences
2.3Apply Products Required to a Work Order
2.4Analyze how and when to use Work Order Line Items
2.5Illustrate how to configure Work Order Milestones
2.6Given a scenario, recommend the appropriate relationship between Service Appointments, Work Orders, and Work Order Line Items

3.0 Managing Scheduling and Optimization 28%

3.1Understand different field service settings for SFS Administrator
3.2Given a scenario, choose the appropriate action to manage a Service Appointment
3.3Given a scenario, apply the appropriate lifecycle of a Service Appointment required to execute a Work Order
3.4Decide on the appropriate Schedule Policy to achieve the business requirements
3.5Given a scenario, determine the appropriate option to execute Complex Work in SFS
3.6Explain the difference between a multi-day Service Appointment and a standard Service Appointment
3.7Outline the differences between aerial versus street-level routing
3.8Given a scenario, determine the appropriate dispatch strategy for an organization
3.9Compare different filtering options for the Dispatcher Console
3.10Explain how to set up optimization
3.11Given a scenario, decide the appropriate type of scheduling service to use
3.12Given a scenario, decide the appropriate type of optimization service to use
3.13Understand the usage of Salesforce Field Service for DateTime tracking fields

4.0 Configuring Mobility 10%

4.1Assess the requirements and tools needed to execute a customer sign-off process
4.2Given a scenario, configure the Field Service app to support key business processes
4.3Distinguish between Field Service Mobile and Salesforce Mobile app capabilities
4.4Understand the available SFS Mobile settings

5.0 Managing Inventory 8%

5.1Given business requirements, distinguish the appropriate price book model for products consumed
5.2Given business requirements, justify which define the applicable inventory model
5.3Explain the Return Order object model and process

6.0 Managing Assets 5%

6.1Apply procedural concepts to maintain and update assets and asset relationships

7.0 Configuring Maintenance Plans 5%

8.0 Permissions and Sharing 5%

Salesforce Certified Field Service Consultant (Field Service Consultant) Exam Blueprint