Expert Guidance

Learn from industry experts with hands-on experience in Salesforce Field Service.

Real-World Projects

Gain practical skills through real-world projects and simulations.

Career Advancement

Boost your career prospects with a globally recognized Salesforce certification.

What you'll learn

Scheduling & Optimization Logic

You will learn how to configure the Field Service Dispatcher Console and set up the complex optimization engine to automatically assign the right technician to the right job based on skills, location, and availability.

Mobile Field Technician Setup

You will configure the Field Service Mobile App, learning how to equip remote technicians with the tools they need to manage their work orders, capture signatures, and access customer data offline.

Core Inventory & Work Order Management

You will build the foundation of Field Service by creating work orders, service appointments, and managing inventory, products, and returns (RMA) to ensure parts and labor are tracked correctly.

What you'll learn

Advanced Scheduling & Dispatch Configuration

You will learn to configure the Dispatcher Console, manage service territories, and set up optimization policies to automate intelligent technician assignment based on skills and travel time.

Mobile App & Offline Capabilities

You will set up the Field Service Mobile App, enabling technicians to access work orders, capture data, and complete tasks offline with automatic sync when connectivity is restored.

End-to-End Work Order & Inventory Management

You will configure the entire workflow—from creating work orders and managing service appointments to tracking products, parts, and returns (RMA) for complete asset management.

What you'll learn

Core Configuration & Scheduling

You will learn to create work orders and service appointments, set up service territories, and configure basic scheduling rules to assign technicians.

Dispatcher Console Fundamentals

You will get hands-on experience navigating the Dispatcher Console, learning how to manually schedule jobs and view technician availability on the Gantt chart.

Mobile Technician Setup

You will configure the basics of the Field Service Mobile App, enabling technicians to view and update their assigned work orders in the field.

Who needs to attend this workshop?

The concise version of who needs to attend the Salesforce Certified Field Service Consultant course:     *Salesforce Consultants & Architects: Professionals designing and configuring Field Service solutions for clients.     * Salesforce Administrators: Admins responsible for setting up and maintaining Field Service and Service Cloud.     * Implementation Specialists: Those leading or supporting Field Service deployment projects.     *Operations Managers: Field Service or Dispatch managers wanting to optimize scheduling, efficiency, and resource management.     *System/Business Analysts: Individuals translating business needs into technical Field Service requirements. Prerequisites: You must already hold both the Salesforce Certified Administrator and Service Cloud Consultant certifications before taking this course or exam.

Meet your Instructor

 TBA

Curriculum

5 Chapters · 5 Lessons

  1. 1

    Introduction to Field Service Management

    1. (Included in full purchase)

      Salesforce Field Service Overview

  2. 2

    Core Concepts in Field Service

    1. (Included in full purchase)

      Managing Resources and Scheduling

  3. 3

    Utilizing Salesforce Tools

    1. (Included in full purchase)

      Customization and Automation

  4. 4

    Preparing for the Exam

    1. (Included in full purchase)

      Practice Questions and Mock Exams

  5. 5

    Real-World Applications

    1. (Included in full purchase)

      Strategic Planning for Field Service Roles

What People Are Saying

Discover how our course has helped professionals like you enhance their skills and advance their careers.

”
Having been in the dispatcher's seat, I knew the pain points intimately. This certification gave me the technical vocabulary and architectural understanding to build the solutions I once only dreamed of. The exam's focus on real-world scenarios, like managing break-fix vs. preventive maintenance work orders, resonated deeply. Now, I use that firsthand experience, validated by the certification, to design dispatcher consoles and scheduling policies that are not just powerful on paper, but are also intuitive and efficient in the chaos of a real dispatch center.
Chloe Williams

Salesforce Solution Engineer, formerly a Dispatch Manager

”
We invested in Salesforce Field Service to transform our customer support, and I pursued this certification to ensure we were leveraging it to its full potential. It empowered me to lead our internal team and manage our implementation partner with authority. I can now challenge design decisions, understand the trade-offs of different architectures, and ensure our solution is scalable and maintainable. This certification is a strategic tool for any IT leader overseeing a critical field service transformation.
Ben Carter

Director of IT at Precision Manufacturing Co.

”
For an independent like me, this certification is a market differentiator. It signals to potential clients that I possess the deep, specialized expertise needed to tackle their most complex field service challenges. The credential opened doors to conversations with larger enterprises that I wouldn't have had otherwise. The knowledge gained, especially around advanced scheduling and mobility, is directly applicable and allows me to deliver immense value quickly, building a powerful reputation and a thriving practice.
Daniela Petrova

Owner & Principal Consultant at FieldForce Advisors

NextEd Training Academy:  Cancellation & Refund Policy for Live Instructor-Led Workshops

1. Policy Overview At NextEd Academy, we are committed to delivering high-quality, live instructor-led training. To ensure great experience for all participants and to manage course enrollment, instructor scheduling, and resource allocation effectively, we have established the following policy. Enrollment on any course constitutes agreement to these terms. 2. Course Rescheduling by the Academy We reserve the right to reschedule or cancel a course due to low enrollment or unforeseen circumstances. If we must reschedule or cancel: • You will be notified at least 5 business days prior to the course start date. • You will have the option to transfer your enrollment to the next available session or receive a full 100% refund. 3. Student Cancellation & Refund Policy Because seats in our live workshops are limited and reserved, the following policy applies: • Full Refund: Cancellations received more than 10 business days before the course start date is eligible for a full refund. • Partial Refund/Credit: Cancellations received 5 business days before the start date is eligible for a 50% refund OR a 100% credit toward a future course. • No Refund: After the course has commenced, we are not eligible for a refund. You will, however, receive full course materials. 4. Missed Live Sessions (For Multi-Day Courses) We understand you might miss a single session within a multi-day course. • Recorded Sessions: All live sessions are recorded. If you miss a session, you will be provided with a link to the recording for review. • Make-up Session: Depending on trainer availability, you may be allowed to attend the same session in a parallel running cohort (if one exists) to make up for the missed class. This is offered on a best-effort basis and is not guaranteed. 5. Transfer Policy We offer more flexibility with transfers than with cancellations to keep you on your learning path. • You may transfer your registration to another person at no cost, provided you notify us at least 3 business days before the course starts. • You may transfer your own registration to a future session of the same course once, if requested more than 8 business days before the original start date. Transfers requested after this period may incur a re-booking fee of 15% of the course cost. 6. Exceptions for Extenuating Circumstances Exceptions to this policy may be considered on a case-by-case basis for documented, serious circumstances such as: • Medical Emergency: A serious personal illness or injury (a doctor's note may be required). • Family Bereavement: The death of an immediate family member. • Significant Unforeseen Event: Other critical circumstances as determined at the sole discretion of the Academy management. In such cases, we will work with you to provide course credit or a partial/full refund.

Ready to Elevate Your Career?

Take the next step towards becoming a Salesforce Certified Field Service Consultant today!  

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