I’ve successfully achieved certification as a Salesforce Certified Field Service Lightning Consultant.

Here are a few tips to help you succeed in passing the exam:

• Trailmix Completion:
  • Ensure you complete the Field Service Consultant Trailmix.
• Exam Topics Overview: Understand the basic concepts and features of Field Service Lightning. Explore how Field Service Lightning integrates with other Salesforce products.
• Work Orders and Service Appointments: Learn to create and manage work orders effectively. Understand the scheduling and dispatching of service appointments.
• Mobile Workforce: Configure the mobile app for field service agents. Master offline capabilities and synchronization.
• Inventory Management: Learn to manage and track inventory efficiently. Understand the setup and configuration of products and assets.
• Service Contracts: Gain proficiency in creating and managing service contracts. Understand contract line items and entitlements.
• Resource Management: Optimize the management of field service resources. Familiarize yourself with skills and certifications for field service agents.
• Automation and Customization: Create process builder flows and automation for field service. Customize Field Service Lightning components.
• Reporting and Analytics:Build reports and dashboards specific to field service. Analyze performance metrics and key indicators.
• Integration: Understand integration with other Salesforce products (Sales Cloud, Service Cloud, etc.).Learn about external system integrations.
• Security and Access: Know how to configure security settings and access controls for Field Service Lightning.

Here are a few sample questions I practiced from online sources:

1.Universal Containers plans to implement Crew Management to better support its clients. Which area does the Consultant need to consider as part of the recommendation?

A. A service resource can only be a member of a single Crew.
B. Capacity-based scheduling is supported for Service Crews.
C. The Preferred Resource service objective is ignored for active Crew Members.
D. Salesforce Field Service considers the Recommended Crew Size when assigning appointments.

Universal Containers wants to reduce its mean-time-to-service.

2. Which three Field Service processes should a Consultant recommend to accomplish this goal? Choose 3 answers

A. Scheduling
B. Dispatching
C. Customer Entitlements
D. Adjust Scheduling Policy
E. Knowledge Base

3. Universal Containers tracks customer issues in its call center. Sometimes a Technician is required at the customer’s location to resolve the issue.

Which sequence of steps should a Consultant recommend to dispatch the Technician?A. Create Case, Create Service Appointment, Create Work Order, Dispatch Service Appointment.
B. Create Work Order, Create Case, Dispatch Work Order, Create Service Appointment.
C. Create Case, Create Work Order, Create Service Appointment, Dispatch Service Appointment.
D. Create Service Appointment, Create Work Order, Create Case, Dispatch Service Appointment.

Remember to check the latest Salesforce documentation and resources for any updates or changes to the exam topics. Good luck with your certification journey!