Field Service Lightning program Field-Service-Lightning-Consultant Salesforce Study Notes

Add a new Product Required to the Work Order.

Add a new Product Required to the Work Type. 2

Add a new Product Consumed to the Work Rule. Seer

Add a new Product Consumed to the Work Order.

Jobs can take longer than the available resources hours in a day.

jobs need to be performed at the same site on the same day of the week.

jobs require multiple stages of work performed by different resources.

jobs require consecutive days of work and can span over weekends.

Service territory

Polygons

Work type

Scheduling policy

Add the Resource as a Required Resource on the Contact.

Add the Resource as a Required Resource on the Account.

Add the Resource as a Preferred Resource on the Work Order.

Add the Resource as a Preferred Resource on the Asset.