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Trailhead

Get on the Road with Field Service

Salesforce via Trailhead

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Overview

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Learn how Field Service can help you manage all the moving parts of a successful field service center.
  • Learn about Field Service and set service territories.
  • Customize, track, and report on your mobile service workflow.
  • Track the installation, replacement, and periodic maintenance of your customers' assets.
  • Install the Field Service managed package in a Trailhead playground.

Syllabus

  • Field Service Basics
    • Get Started with Salesforce Field Service
    • Enable Field Service and Create Service Resources
    • Configure Territories and Set Operating Hours for Service
  • Modify the Field Service Center
    • Create a Work Type
    • Customize Work Orders
    • Track Field Service Jobs
  • Field Service Preventive Maintenance
    • Track Customer Assets
    • Create Maintenance Plans
    • Generate Work Orders
  • Install the Field Service Managed Package
    • Create a Field Service Trailhead Playground
    • Install the Managed Package
    • Build Your Team

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