Salesforce Field Service Lightning Cosultant
Key Requirements
Lead discovery sessions to understand and map field service processes such as work
order management, scheduling & dispatch, inventory/parts management, service
appointments, warranties, entitlements, and SLAs.
Design end-to-end FSL solutions including Work Types, Service Resources, Territories,
Skills, Operating Hours, Scheduling Policies, Optimization, Mobile flows, and offline
capabilities.
Define scalable data models and guardrails for asset hierarchy, product-to-service
mapping, inventory tracking, warranty/entitlement frameworks, and contract alignment.
Configure core FSL components: service territories, resources, skills, scheduling rules,
optimization settings, work types, work orders, service appointments, crews, inventory,
and entitlements.
Perform data migration for service territories, resources, skills, products, assets,
warranties, and historical work orders.
Collaborate with business and technical teams to translate requirements into FSL design
choices and solution tradeoffs.
Develop custom Salesforce components using Apex, LWC, and Flows to support FSL
functionality and integration.
Troubleshoot Field Service issues and drive continuous improvements across processes
and configurations.
Must-Have Skills
Around 6 years of experience working with Salesforce, including 3+ years specifically in
Field Service Lightning (FSL).
Strong hands-on experience with LWC, Apex, Flows, and integrations.
Solid understanding of field service operations and best practices.
Experience configuring FSL objects such as Work Orders, Service Appointments,
Territories, Skills, and Scheduling Policies.
Proven experience with data migration across FSL-related objects.
Ability to lead requirement gathering sessions and communicate effectively with
stakeholders.
Strong troubleshooting and problem-solving skills.
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