This was the toughest exams that I had in my Salesforce career and passed on the retake. My first attempt was with a lot of preparation, however, unlucky to get through. On my second attempt, I planned as per the exam guide and was able to crack it. Below are some details that would help you to find relevant articles and clear the exam. Please note I gave the SU20 exam.
1. Exam Outline
From the above link its evident that the below topics are covered in the exam.
Topic Weightage (%) # of Questions CPQ Platform 23 14 Bundle Configurations 17 10 Pricing 16 10 Quote Templates 7 4 Product Selection 7 4 Orders, Contracts, Amendments, and Renewals 15 9 Products 11 7 Approvals 4 2
More details here:
https://quip.com/OFC4APDlwMfO 2. CPQ 211 Training.
Next step is to understand the CPQ in detail. The CPQ 211 training would help here. The trainer has articulated the topics in layman’s terms and is the best training available out on the internet.
https://salesforce.vidyard.com/watch/5tWx7yjh2N6PaEQkzXp7ug 3. CPQ Fast Path Training.
Fast path training are those specific on an exam point and so would advice to undergo the below training.
https://share.vidyard.com/watch/TVaHEPmdmBRXjvamDcZ8B4 4. Trailheads
Complete the below trailhead trails/modules/trailmixes to have the required hands-on.
https://trailhead.salesforce.com/users/strailhead/trailmixes/prepare-for-your-salesforce-cpq-specialist-credential – This one is official. https://trailhead.salesforce.com/content/learn/modules/salesforce-cpq-order-generation – Specific to order module. https://trailhead.salesforce.com/content/learn/projects/simplify-home-security-subscription-renewals – On Subscription Renewals 5. Partner Learning Camp.
If you have access to partner learning camp, please make use of the training in there. It is again a fastpath training. I would recommend taking a look at the videos a day before the exam. The videos uploaded by Aman Jain are concise and crip and will make the concepts solid in your mind.
I’ve been hearing on FSL for the last one year and wanted to get some hands on to it. Then there was this salesforce training conducted at my company premises and I had the opportunity to attend it. That was first time I ever got my first views on FSL. The training was really great and awesome with lots of hands on. Afterwards I was bit unlucky to work on any FSL projects, however been learning on the FSL via trailhead and salesforce help & training. Lucky enough that the developer sandbox that was provided during my training is still valid. So here I am, today I have cleared the FSL certification and thought of sharing some views and guides on the certification.
Please find the links and notes that would help to clear the FSL certification.
Exam Guide Old Pattern until *Feb 26th (Not sure when was the exact last date for old pattern): https://developer.salesforce.com/resources2/certification-site/files/SGCertifiedFieldServiceLightningConsultant.pdf New Pattern-March 2020 Exam: https://trailhead.salesforce.com/en/help?article=Salesforce-Certified-Field-Service-Lightning-Consultant-Exam-Guide#outline New Sections: Managing Resources Configuring Maintenance Plans Permissions and Sharing Trailhead Topics Complete the FSL training Very much useful & most important to understand what is FSL and what are available. Need to get handons. I had revisited the entire pdf that was used in the FSL training against the org that was given to us during training. Completed the Trailmix – https://trailhead.salesforce.com/en/users/rajakondreddy/trailmixes/field-service-lightning-certification-preparation Trailhead Modules/Trailmixes Field Service Lightning Basics https://trailhead.salesforce.com/en/content/learn/modules/field_service_basics Supercharge Field Service Lightning https://trailhead.salesforce.com/en/content/learn/trails/supercharge-field-service-lightning Get on the Road with Field Service Lightning https://trailhead.salesforce.com/en/content/learn/trails/field_service Field Service Lightning Scheduling https://trailhead.salesforce.com/en/content/learn/modules/field-service-lightnings-cheduling-basics Field Service Dispatcher Console for Dispatchers https://trailhead.salesforce.com/en/content/learn/modules/field-service-dispatcher-console-for-dispatchers FSL Data Model This is very important to analyze the scenario questions. https://resources.docs.salesforce.com/224/latest/en-us/sfdc/pdf/field_service_dev.pdf (Pages 2-10) There was a question based on if we can assign a Service Appointment directly to customer. Help & Training Topics Dispatcher Console Important topic. Many questions came around this. Create custom list view for the Gantt. – a question like how to see the service appointments that are in violation. What is available on the Gantt & Map views. Configuring Maintenance Plan How the work orders/ WOLI gets created on choosing the picklist options available. https://help.salesforce.com/articleView?id=fs_generate_work_orders_plan.htm https://help.salesforce.com/articleView?id=fs_maintenance_fields.htm A question came on one service appointment per work order or one service appointment per work order line item should be chosen if customer want cost effective service. Permissions and Sharing What are available on each of FSL permissions/ License. Which permission/license to provide on a scenario. https://help.salesforce.com/articleView?id=pfs_get_started.htm&type=5 https://help.salesforce.com/articleView?id=fs_perm_set_licenses.htm&type=5 https://help.salesforce.com/articleView?id=pfs_custom_permissions.htm&type=5 https://www.salesforce.com/content/dam/web/en_us/www/documents/datasheets/field-service-lightning-datasheet.pdf (Page 2) Focus on what is available for Dispatcher and Technician. Managing Assets – Questions on asset hierarchy. https://help.salesforce.com/articleView?id=pfs_layouts.htm&type=5 General https://help.salesforce.com/articleView?id=fs_overview.htm&type=5 Managing Resources https://help.salesforce.com/articleView?id=pfs_managing.htm&type=5 https://help.salesforce.com/articleView?id=fs_create_absences.htm&type=5 – Question on scenario of Different types of absences. https://help.salesforce.com/articleView?id=pfs_view_calendar.htm&type=5 There was a question on Where would a consultant choose to create skills for the given scenario. – If am not wrong skills can be created from setup menu (service cloud feature), Guided setup (when you create work type), Work type related list. Service Crew How to create and why /when this is required based on a scenario – Question came. Multi-day Service Appointment https://help.salesforce.com/articleView?id=pfs_multiday_considerations.htm&type=5 https://help.salesforce.com/articleView?id=pfs_multiday_considerations.htm&type=5 Manage Resource Shifts https://help.salesforce.com/articleView?id=fs_manage_shifts.htm&type=5 https://help.salesforce.com/articleView?id=fs_shifts_create.htm&type=5 https://help.salesforce.com/articleView?id=fs_shifts_guidelines.htm&type=5 Timesheets https://help.salesforce.com/articleView?id=fs_set_up_timesheets.htm&type=5 https://help.salesforce.com/articleView?id=fs_create_timesheets.htm&type=5 There was question on from where a consultant will setup time sheet. (Setup menu) Map & Travel https://help.salesforce.com/articleView?id=pfs_travel_routes.htm&type=5 https://help.salesforce.com/articleView?id=pfs_streetlevelrouting.htm&type=5 – A question based on which routing options would be preferred to have accurate travel time calculation. (SLR. Predictive routing was not in options) https://help.salesforce.com/articleView?id=mfs_resource_tracking.htm&type=5 – A question of when/what info will be shown if the technician’s mobile is outside the network. Multiday Service Appointments https://help.salesforce.com/articleView?id=pfs_multiday.htm&type=5 Field Service Lightning Limits and Limitations No questions with number limits. Just on functionality limits https://help.salesforce.com/articleView?id=fs_limits.htm&type=5 Scheduling and Optimization https://help.salesforce.com/articleView?id=pfs_activate_optimizer.htm&type=5 https://help.salesforce.com/articleView?id=pfs_customization.htm&type=5 https://help.salesforce.com/articleView?id=pfs_activate_enhanced_optimization.htm&type=5 – Spring ’20 Feature. – No question, but I see a possibility on this for spring exam. Routing for Technician Travel https://help.salesforce.com/articleView?id=pfs_streetlevelrouting.htm&type=5 Complex Work https://help.salesforce.com/articleView?id=pfs_complex_work.htm&type=5 – how to configure it. Scheduling Policies Scenario questions on which is best scheduling policy. got one on when there are lot appointments and less agents. – Try to analyze the question with the literal meaning. https://help.salesforce.com/articleView?id=pfs_scheduling.htm&type=5 Have an idea of What is available on OOTB on the below: Scheduling Policies Work Rules Service Objectives Return Order Questuon based on which is best way to optimize return/ replacement cost – Customer will have one SA return order per asset or multiple SA return order line item for every asset. https://help.salesforce.com/articleView?id=fs_return_order_fields.htm&type=5 https://help.salesforce.com/articleView?id=fs_return_order_settings.htm&type=5 Mobile App https://help.salesforce.com/articleView?id=mfs_overview.htm&type=5 https://help.salesforce.com/articleView?id=mfs_use_app.htm&type=5 https://help.salesforce.com/articleView?id=mfs_limits.htm&type= Question on what is possible with Quick actions for the technicians. FSL Knowledge https://help.salesforce.com/articleView?id=mfs_knowledge.htm&type=5 Still not sure if a technician can attach articles to work order/workorder line items or is it just the agent who does it for them. – The more I read, the more confused I became. There was a question on the above scenario as well.
Note: The quizlet/proprofs sample questions that is being circulated is good to understand how to handle scenarios. Maybe I got around 2-3 ditto questions from that. Please don’t rely on it solely.