Getting Started

Step by Step Guide to getting started with Field Service

If you are brand new to Field Service as a Salesforce Partner, follow the steps below to get started on your journey.


Partner Pocket Guide

Partner
Pocket Guide

This Partner Pocket Guide is your one-stop shop for all the content and tools you need to successfully learn and implement Field Service as a Salesforce Partner.

Overview

Enablement

Get started with these Field Service Partner enablement tools.

Enablement

Certified Field Service Consultant

The Salesforce Certified Field Service Consultant program is designed for consultants who have experience implementing Salesforce Service Cloud and Salesforce Field Service. A Salesforce Certified Field Service Consultant designs and deploys solutions that support customer business processes and requirements using the Salesforce Field Service product, managed package, and Salesforce Field Mobile application. The consultant has field service industry experience, mobile solution expertise, and a solid understanding of the Salesforce core object model.

Learn About Exam
Enablement

Advanced Field Service Accredited Professional

Accredited Professional exams are intended for Salesforce Partners with access to the Partner Learning Camp training and Partner Community. The Advanced Field Service Accredited Professional candidate should have on-the-job experience designing and implementing Field Service capabilities for customers. Registered Salesforce partner individuals or employees who are interested in demonstrating competence with Field Service may earn this credential.

Learn About Exam
Enablement

Events

Grow your skills and knowledge through content customized for you. Join us for virtual and in-person events to expand your expertise as an implementation expert!

Visit Events Site

Collaboration

Get involved with these Field Service Partner enablement collaboration channels.

Collaboration

Field Service Lightning Trailblazer Group

This group is covering all things Field Service. Use this group to ask questions, access important resources (see sidebar), and view important announcements.

Visit Trailblazer Community
Collaboration

Field Service Mobile Trailblazer Group

This group is covering all things Field Service app related. This will cover app updates, LWC, Offline, Flows and more. Use this group to ask questions, access important resources (see sidebar), and view important announcements.

Visit Trailblazer Community

Demo Org Access

Where do I get access to a Field Service Demo / Developer org?


Resources

Resource Description Added/Updated
Field Service Data Capture NPI and Deep DiveField Service Data Capture NPI and Deep DiveFebruary 2025
Agentforce for Field Service - Look under the hoodShow & Tell - Look what's under the hood. Discuss ways to reconfigure and customize agents.October 2024
Connected Assets & Connected VehiclesIn this webinar we will be covering the introduction of Connected Assets and Connected Vehicles to our product functionality. Unlock the power of your asset data with seamless integration and actionable insights. Enhance asset management with health scores, lifetime value metrics, and targeted upsell programs. Monitor and action on real-time telematics to boost operator safety and receive automatic alerts for potential issues.August 2024
Spotlight on Click FSE RetirementClick FSE Retirement and Introduction to the Data Migration ToolJune 2024


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