Who this is for
Designed for people doing the work.
Revenue operations, delivery leaders, consultants, and specialist teams building scalable quoting, marketing, or field-service capability.
Advanced/CPQAdvancedPrivate team format
Field Service Lightning
Build capability your team can use in the work.
Improve field efficiency by connecting work orders, resources, schedules, inventory, and mobile execution into one operational rhythm.
Tell us which capability matters most and we’ll shape the right format for your team.
What your team will work through
A curriculum built around decisions, practice, and results.
Each session connects a practical business objective to a Salesforce scenario. Your team sees the pattern, builds it in a guided org, and leaves with a way to apply it together.
- 01
Work types, orders, and appointments
Translate work types, orders, and appointments into a practical operating change for your team’s field service lightning work, with clear ownership and a maintainable Salesforce pattern.
Hands-on practice: Apply work types, orders, and appointments to a live team scenario, identify the efficiency gain, and document the next adoption step.
- 02
Resources, skills, and territories
Translate resources, skills, and territories into a practical operating change for your team’s field service lightning work, with clear ownership and a maintainable Salesforce pattern.
Hands-on practice: Apply resources, skills, and territories to a live team scenario, identify the efficiency gain, and document the next adoption step.
- 03
Scheduling policies and dispatch
Translate scheduling policies and dispatch into a practical operating change for your team’s field service lightning work, with clear ownership and a maintainable Salesforce pattern.
Hands-on practice: Apply scheduling policies and dispatch to a live team scenario, identify the efficiency gain, and document the next adoption step.
- 04
Mobile execution and inventory
Translate mobile execution and inventory into a practical operating change for your team’s field service lightning work, with clear ownership and a maintainable Salesforce pattern.
Hands-on practice: Apply mobile execution and inventory to a live team scenario, identify the efficiency gain, and document the next adoption step.
- 05
Utilization, first-time fix, and improvement
Translate utilization, first-time fix, and improvement into a practical operating change for your team’s field service lightning work, with clear ownership and a maintainable Salesforce pattern.
Hands-on practice: Apply utilization, first-time fix, and improvement to a live team scenario, identify the efficiency gain, and document the next adoption step.
Before you join
Prerequisites
Working Salesforce administration experience and familiarity with the relevant business process are expected.
Next team cohort
Ready to make this your team’s next capability?
Join the waiting list for Field Service Lightning, or tell us how you want to adapt the workshop to your goals.
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