Drive Team Excellence with Salesforce Field Service Lightning Corporate Training

Empower your teams with expert-led on-site/in-house or virtual/online Salesforce Field Service Lightning Training through Edstellar, a premier Salesforce Field Service Lightning training company for organizations globally. Our customized training program equips your employees with the skills, knowledge, and cutting-edge tools needed for success. Designed to meet your specific training needs, this Salesforce Field Service Lightning group training program ensures your team is primed to drive your business goals. Transform your workforce into a beacon of productivity and efficiency.

Salesforce Field Service Lightning (FSL) is a dynamic system developed by Salesforce to revolutionize onsite service provision for companies. Its primary objective is to enhance operational efficiency and customer satisfaction by streamlining field service management processes. FSL enables organizations to create employee records, assign tasks, and track their location in real-time, offering a comprehensive solution for managing field service operations. By equipping teams with in-depth knowledge and practical skills, Salesforce Field Service Lightning training course ensures that professionals can optimize scheduling and dispatching processes, manage inventory efficiently, track assets, and seamlessly monitor task progress.

Edstellar's instructor-led Salesforce Field Service Lightning training course is designed to empower professionals with in-depth expertise in utilizing the platform to its fullest potential through virtual/onsite training formats. Industry experts lead the course with domain experience and cover essential topics such as scheduling optimization, resource management, mobile workforce enablement, and customer engagement strategies. Professionals are equipped with a practical and customized curriculum that addresses real-world challenges faced in field service management.

Key Skills Employees Gain from Salesforce Field Service Lightning Training

Salesforce Field Service Lightning skills corporate training will enable teams to effectively apply their learnings at work.

  • Field Service Management
  • Work Order Management
  • Resource Scheduling
  • Mobile Integration
  • Dispatch Management
  • Customer Communication

Key Learning Outcomes of Salesforce Field Service Lightning Training Workshop

Edstellar’s Salesforce Field Service Lightning group training will not only help your teams to acquire fundamental skills but also attain invaluable learning outcomes, enhancing their proficiency and enabling application of knowledge in a professional environment. By completing our Salesforce Field Service Lightning workshop, teams will to master essential Salesforce Field Service Lightning and also focus on introducing key concepts and principles related to Salesforce Field Service Lightning at work.


Employees who complete Salesforce Field Service Lightning training will be able to:

  • Analyze field service data to identify trends, optimize workflows, and enhance operational efficiency
  • Apply scheduling optimization techniques to allocate resources and streamline field service operations efficiently
  • Implement customized solutions tailored to organizational needs, ensuring seamless integration with existing systems
  • Utilize Salesforce Field Service Lightning features to effectively manage inventory, track assets, and monitor task progress in real-time
  • Demonstrate proficiency in troubleshooting and resolving field service challenges using Salesforce Field Service Lightning tools and techniques

Key Benefits of the Salesforce Field Service Lightning Group Training

Attending our Salesforce Field Service Lightning classes tailored for corporations offers numerous advantages. Through our Salesforce Field Service Lightning group training classes, participants will gain confidence and comprehensive insights, enhance their skills, and gain a deeper understanding of Salesforce Field Service Lightning.

  • Develop professional skills in real-time task monitoring and progress tracking
  • Explore strategies for enhancing customer engagement and satisfaction through personalized service delivery
  • Learn advanced techniques for optimizing field service operations, including scheduling and resource allocation
  • Gain practical experience implementing and managing field service operations using Salesforce Field Service Lightning
  • Equip teams with proficiency in utilizing Salesforce Field Service Lightning features for efficient inventory management and asset tracking

Topics and Outline of Salesforce Field Service Lightning Training

Our virtual and on-premise Salesforce Field Service Lightning training curriculum is divided into multiple modules designed by industry experts. This Salesforce Field Service Lightning training for organizations provides an interactive learning experience focused on the dynamic demands of the field, making it relevant and practical.

  1. Salesforce field service lightning fundamentals
    • Overview and benefits
    • Core components and architecture
    • Enhancing customer service with FSL
  1. User interface development considerations
    • Design principles for FSL UI
    • Ensuring accessibility and responsiveness
  2. Use Visualforce in Lightning experience
    • Integrating Visualforce pages with Lightning experience
    • Visualforce and Lightning Components compatibility
    • Transitioning from Visualforce to Lightning components
  3. Use Lightning components in the Lightning experience
    • Building reusable Lightning components
    • Enhancing user experience with Lightning components
  4. Salesforce partners, packaging, and AppExchange
    • Understanding Salesforce partnership
    • Creating and managing packages for AppExchange
    • Leveraging AppExchange for Field Service Lightning enhancements
  1. Set up profiles
    • Configuring profiles for field service operations
    • Setting permissions for field service functionality
  2. Install managed packages
    • Identifying and selecting managed packages for installation
    • Installation process for managed packages
    • Post-installation steps and verification
  3. Set up users
    • Creating user accounts for field service operations
    • Assigning roles and permissions to users
    • Managing user access and security settings
  4. Create users
    • Customizing user settings for field operations
    • Integrating users into field service workflows
  5. Assign permission sets
    • Understanding permission sets in field service
    • Assigning and customizing permission sets for users
    • Monitoring and updating permission sets as needed
  6. Assign page layouts
    • Customizing page layouts for field service operations
    • Assigning page layouts to specific user profiles
    • Enhancing user interface with customized page layouts
  7. Enable Chatter Publisher Actions
    • Integrating Chatter with field service operations
    • Customizing Chatter Publisher Actions for field service
    • Encouraging collaboration and communication with Chatter
  1. Service life cycle, automatic status transitions
    • Understanding the service life cycle in FSL
    • Configuring automatic status transitions
  2. Configurable service status transitionsService
    • Customizing service status transitions
    • Implementing configurable transitions for efficiency
    • Monitoring and adjusting status transitions
  3. Status dictionary, status-based sharing
    • Defining service status with the status dictionary
    • Configuring status-based sharing rules
    • Enhancing security and collaboration with status-based sharing
  4. Controlling field service lightning settings
    • Overview of FSL settings
    • Customizing settings for operational efficiency
  5. Dispatcher, trigger settings, drip feed settings, logic settings
    • Configuring dispatcher and trigger settings for optimal assignment
    • Understanding and implementing drip feed settings
    • Customizing logic settings for business processes
  6. Salesforce calendar syncing
    • Integrating Salesforce calendar with field service operations
    • Customizing calendar settings for field service
    • Enhancing scheduling and planning with calendar syncing
  7. Appointment booking settings
    • Configuring settings for efficient appointment booking
    • Customizing appointment slots and preferences
    • Enhancing customer experience with flexible booking options
  8. Background jobs settings
    • Managing background jobs for operational efficiency
    • Configuring settings for automated processes
    • Monitoring and optimizing background jobs
  9. Services optimization
    • Strategies for optimizing field service operations
    • Implementing best practices for service delivery
  10. Background job, advanced configuration
    • Setting up and managing advanced background jobs
    • Customizing configurations for complex operations
    • Enhancing system performance with optimized background jobs
  11. Work rules
    • Defining and implementing work rules for field service
    • Customizing work rules for business needs
  12. Service objectives
    • Setting and managing service objectives
    • Aligning objectives with business goals
    • Measuring and improving service performance
  13. Scheduling policies
    • Understanding and configuring scheduling policies
    • Customizing policies for operational efficiency
  1. Using the Dispatcher Console, Service List, Options Button
    • Navigating the Dispatcher Console
    • Managing services with the Service List
    • Customizing options with the Options Button
  2. Scheduling Policy Picker, Gantt, Map, Keyboard Shortcuts
    • Selecting scheduling policies effectively
    • Utilizing the Gantt chart for scheduling and planning
    • Navigating with the map for location-based scheduling
    • Enhancing productivity with keyboard shortcuts
  3. Searching the Dispatcher Console, Service List Search, Resource List Search
    • Efficient search techniques in the Dispatcher Console
    • Finding services quickly with Service List Search
    • Locating resources using Resource List Search
  4. Using the Service List
    • Managing services through the Service List
    • Customizing and filtering the Service List
    • Implementing bulk actions for efficiency
  5. Scheduling Horizon, Service List Filters, Service List Search, Service List Customization
    • Setting the scheduling horizon for planning
    • Applying filters for efficient service list management
    • Searching and customizing the Service List for specific needs
  6. Service List Bulk Actions, Location filtering
    • Utilizing bulk actions for mass service management
    • Filtering services based on location for targeted dispatching
  7. Gantt settings, The Gantt Filter, KPI Monitor, Using the Map
    • Customizing Gantt chart settings for optimal viewing
    • Filtering tasks and assignments with the Gantt Filter
    • Monitoring performance with the KPI Monitor
    • Leveraging the map for geographic insights and planning
  8. Managing Services, Booking Appointments, Rescheduling an Appointment
    • Techniques for effective service management
    • Streamlining the appointment booking process
    • Flexible options for rescheduling appointments
  9. Create a New Service, Set Visiting Hours for a Customer, Service Recurrences
    • Steps to create a new service in FSL
    • Customizing visiting hours for individual customers
    • Managing service recurrences for repeat visits
  10. Deleting a Service, Managing Resources, Integration, Logic API
    • Guidelines for safely deleting a service
    • Integrating FSL with other systems using the Logic API
  11. Scheduling a service, Appointment booking, Transaction limits, Geocoding
    • Efficient scheduling and appointment booking techniques
    • Understanding and managing transaction limits
    • Utilizing geocoding for location-based services and planning
  1. Field Service Lightning objects
    • Overview of FSL objects and their significance
    • Customizing and extending FSL objects
  2. Object fields
    • Understanding the purpose and use of object fields
    • Customizing object fields to meet business requirements
    • Strategies for efficient data management with object fields

Target Audience for Salesforce Field Service Lightning Training Course

The Salesforce Field Service Lightning training program can also be taken by professionals at various levels in the organization.

  • Field Service Technicians
  • Salesforce Administrators
  • Solution Architects
  • CRM Administrators
  • Operations Coordinators
  • Business Analysts
  • IT Professionals
  • Field Service Coordinators
  • System Integrators
  • Salesforce Consultants
  • Application Architects
  • Managers

Prerequisites for Salesforce Field Service Lightning Training

Professionals with a basic understanding of Salesforce platform navigation and administration and familiarity with field service management concepts can take up the Salesforce Field Service Lightning training course.

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Corporate Group Training Delivery Modes
for Salesforce Field Service Lightning Training

At Edstellar, we understand the importance of impactful and engaging training for employees. To ensure the training is more interactive, we offer Face-to-Face onsite/in-house or virtual/online for companies. This approach has proven to be effective, outcome-oriented, and produces a well-rounded training experience for your teams.

 Virtual trainig

Our virtual group training sessions bring expert-led, high-quality training to your teams anywhere, ensuring consistency and seamless integration into their schedules.

With global reach, your employees can get trained from various locations
The consistent training quality ensures uniform learning outcomes
Participants can attend training in their own space without the need for traveling
Organizations can scale learning by accommodating large groups of participants
Interactive tools can be used to enhance learning engagement
 On-site trainig

Edstellar's onsite group training delivers immersive and insightful learning experiences right in the comfort of your office.

Higher engagement and better learning experience through face-to-face interaction
Workplace environment can be tailored to learning requirements
Team collaboration and knowledge sharing improves training effectiveness
Demonstration of processes for hands-on learning and better understanding
Participants can get their doubts clarified and gain valuable insights through direct interaction
 Off-site trainig

Edstellar's off-site group training programs offer a unique opportunity for teams to immerse themselves in focused and dynamic learning environments away from their usual workplace distractions.

Distraction-free environment improves learning engagement
Team bonding can be improved through activities
Dedicated schedule for training away from office set up can improve learning effectiveness
Boosts employee morale and reflects organization's commitment to employee development

Explore Our Customized Pricing Package
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Salesforce Field Service Lightning Corporate Training

Elevate your team's performance with our customized Salesforce Field Service Lightning training. Find transparent pricing options to match your training needs. Start maximizing your team's potential now.

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        Edstellar: Your Go-to Salesforce Field Service Lightning Training Company

        Experienced Trainers

        Our trainers bring years of industry expertise to ensure the training is practical and impactful.

        Quality Training

        With a strong track record of delivering training worldwide, Edstellar maintains its reputation for its quality and training engagement.

        Industry-Relevant Curriculum

        Our course is designed by experts and is tailored to meet the demands of the current industry.

        Customizable Training

        Our course can be customized to meet the unique needs and goals of your organization.

        Comprehensive Support

        We provide pre and post training support to your organization to ensure a complete learning experience.

        Multilingual Training Capabilities

        We offer training in multiple languages to cater to diverse and global teams.

        Testimonials

        What Our Clients Say

        We pride ourselves on delivering exceptional training solutions. Here's what our clients have to say about their experiences with Edstellar.

        "Edstellar's IT Service Management training has been transformative. Our IT teams have seen significant improvements through multiple courses delivered at our office by expert trainers. Excellent feedback has prompted us to extend the training to other teams."

        Liam Anderson
        HR Head,
        A Global Technology Company

        "Edstellar's quality and process improvement training courses have been fantastic for our team of quality engineers, process engineers and production managers. It’s helped us improve quality and streamline manufacturing processes. Looking ahead, we’re excited about taking advanced courses in quality management, and project management, to keep improving in the upcoming months."

        David Park
        Operational Manager,
        A Global High-Tech Engineering and Manufacturing Company

        "Partnering with Edstellar for web development training was crucial for our project requirements. The training has equipped our developers with the necessary skills to excel in these technologies. We're excited about the improved productivity and quality in our projects and plan to continue with advanced courses."

        Carlos Fernandez
        Technical lead,
        Global e-Learning Company

        "Partnering with Edstellar for onsite ITSM training courses was transformative. The training was taken by around 80 IT service managers, project managers, and operations managers, over 6 months. This has significantly improved our service delivery and standardized our processes. We’ve planned the future training sessions with the company."

        Ewan MacLeod
        IT Director,
        Innovative IT Company

        "Partnering with Edstellar for onsite training has made a major impact on our team. Our team, including quality assurance, customer support, and finance professionals have greatly benefited. We've completed three training sessions, and Edstellar has proven to be a reliable training partner. We're excited for future sessions."

        Rajesh Mehta
        Operational Manager,
        Sustainable Mobility Company

        "Edstellar's online training on quality management was excellent for our quality engineers and plant managers. The scheduling and coordination of training sessions was smooth. The skills gained have been successfully implemented at our plant, enhancing our operations. We're looking forward to future training sessions."

        David Harris
        Head of Quality Assurance,
        Leading IT Services Company

        "Edstellar's online AI and Robotics training was fantastic for our 15 engineers and technical specialists. The expert trainers and flexible scheduling across different time zones were perfect for our global team. We're thrilled with the results and look forward to future sessions."

        John Smith
        Head of Technology Development,
        Defense Technology Company

        "Edstellar's onsite process improvement training was fantastic for our team of 20 members, including managers from manufacturing, and supply chain management. The innovative approach, and comprehensive case studies with real-life examples were highly appreciated. We're excited about the skills gained and look forward to future training."

        James Carter
        Head of Operations,
        Global Food Company

        "Edstellar's professional development training courses were fantastic for our 50+ team members, including developers, project managers, and consultants. The multiple online sessions delivered over several months were well-coordinated, and the trainer's methodologies were highly effective. We're excited to continue our annual training with Edstellar."

        John Davis
        Head of Training and Development,
        Leading Tech Consultancy

        "Edstellar's IT service management training for our 30 team members, including IT managers, support staff, and network engineers, was outstanding. The onsite sessions conducted over three months were well-organized, and it helped our team take the exams. We are happy about the training and look forward to future collaborations."

        John Roberts
        Head of IT Operations,
        Leading Broadband Provider

        "Edstellar's office productivity training for our 40+ executives, including project managers and business analysts, was exceptional. The onsite sessions were well-organized, teaching effective tool use with practical approaches and relevant case studies. Everyone was delighted with the training, and we're eager for more future sessions."

        Andrew Scott
        Head of Training and Development,
        Leading Real Estate Firm

        "Edstellar's quality management training over 8 months for our 15+ engineers and quality control specialists was outstanding. The courses addressed our need for improved diagnostic solutions, and the online sessions were well-organized and effectively managed. We're thrilled with the results and look forward to more."

        Olivia Martin
        Head of Quality Assurance,
        Innovative Diagnostics Solutions Provider

        "Edstellar's digital marketing training for our small team of 10, including content writers, SEO analysts, and digital marketers, was exactly what we needed. The courses delivered over a few months addressed our SEO needs, and the online sessions were well-managed. We're very happy with the results and look forward to more."

        Emily Brown
        Head of Digital Marketing,
        Leading Market Research Firm

        "Edstellar's telecommunications training was perfect for our small team of 12 network engineers and system architects. The multiple online courses delivered over a few months addressed our needs for network optimization and cloud deployment. The training was well-managed, and the case studies were very insightful. We're thrilled with the outcome."

        Matthew Lee
        Head of Network Services,

        "Edstellar's professional development training was fantastic for our 50+ participants, including team leaders, analysts, and support staff. Over several months, multiple courses were well-managed and delivered as per the plan. The trainers effectively explained topics with insightful case studies and exercises. We're happy with the training and look forward to more."

        Sarah Mitchell
        Head of Training and Development,
        Leading Outsourcing Firm

        Get Your Team Members Recognized with Edstellar’s Course Certificate

        Upon successful completion of the Salesforce Field Service Lightning training course offered by Edstellar, employees receive a course completion certificate, symbolizing their dedication to ongoing learning and professional development.

        This certificate validates the employee's acquired skills and is a powerful motivator, inspiring them to enhance their expertise further and contribute effectively to organizational success.

        Course Completion Certificate

        We have Expert Trainers to Meet Your Salesforce Field Service Lightning Training Needs

        The instructor-led training is conducted by certified trainers with extensive expertise in the field. Participants will benefit from the instructor's vast knowledge, gaining valuable insights and practical skills essential for success in Access practices.

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