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FSLCC tricks - Field Service Lightning Cloud Consultant Updated: 2024

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Exam Code: FSLCC Field Service Lightning Cloud Consultant tricks January 2024 by team

FSLCC Field Service Lightning Cloud Consultant

About the Exam

Read on for details about the Salesforce Field Service Lightning Consultant exam.

Content: 60 multiple-choice/multiple-select questions and 5 unscored questions

Time allotted to complete the exam: 105 minutes (time allows for unscored questions)

Passing score: 63%

Delivery options: Proctored exam delivered onsite at a testing center or in an online testing environment. Click here for information on scheduling an exam.

Prerequisites: Salesforce Administrator credential and Salesforce Service Cloud Consultant credential

Successful completion of the Salesforce Certified Field Service Lightning certification exam helps maintain quality and consistency in skills and knowledge within the Salesforce Certified Field Service Lightning community.
The objective of the Salesforce Certified Field Service Lightning Consultant program is to test and certify qualified implementation consultants, partners and administrators on their ability to deploy Field Service Lightning to an organization.

The Salesforce Certified Field Service Lightning Consultant program is designed for consultants who have experience implementing Salesforce Service Cloud and Field Service Lightning.

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

The Salesforce Certified Field Service Lightning Consultant has the following experience:

1-2 years as a business analyst

1+ years in the field services industry

2+ years of services and support experience

The Salesforce Certified Field Service Lightning Consultant candidate has the experience, skills, knowledge, and abilities outlined below:

Understand the field service lifecycle

Differentiate the Salesforce product lines (Service Cloud, Mobile, Platform, Sales Cloud, Field Service Lightning, Communities, Knowledge)

Build Field Service Lightning solutions that are scalable and maintainable:

Scheduling and optimization

Resource management

Asset management

Inventory management

Work Order and Service Appointments lifecycle management

Contracts, entitlements, and warranties

Mobility (mobile flow use cases)

Service reporting

Maintenance plans

A candidate for this exam will likely need assistance with:

Complex schedule/route optimization

Service territories planning and management best practices

A candidate for this exam is not expected to know or do the following:

Integration with third-party systems

Custom code such as Apex, Lightning Web Components

Fleet optimization

Mobile deployment (MDM device strategy)

Typical job roles of a Salesforce Certified Field Service Lightning Consultant candidate may include:


Mobile Solution Designer

System Analyst

Technical Architect

Service Cloud Administrator

Field Service Operations Manager

Service Desk Manager

Exam Outline

The Salesforce Field Service Lightning Consultant exam measures a candidates knowledge and skills related to the following objectives. A candidate should have hands-on experience implementing Salesforce Service Cloud and Field Service Lightning solutions and have demonstrated the application of each of the features/functions below.

Managing Resources: 16%

Compare dynamic versus static crews.

Determine how and when to set up different resource types.

Given a scenario, recommend the appropriate Service Territories and their Members.

Explain the relationships between time sheets, timesheet entries, service resources, and Work Orders.

Demonstrate how to use skills, skill levels, and time-based skills.

Show how to use operating hours for service resources, accounts, work orders, and booking appointments.

Distinguish between FSL license types and when to deploy them.

Managing Work Orders: 23%

Configure Work Order processes, parameters, and Work Types.

Given a scenario, choose the appropriate Resource Preferences.

Apply Products Required to a Work Order.

Analyze how and when to use Work Order Line Items.

Illustrate how to configure Work Order Milestones.

Given a scenario, recommend the appropriate relationship between Service Appointments, Work Orders, and Work Order Line Items.

Managing Scheduling and Optimization: 28%
Understand different field service settings for FSL Administrator.

Given a scenario, choose the appropriate action to manage a Service Appointment.

Given a scenario, apply the appropriate life cycle of a Service Appointment required to execute a Work Order.

Decide on the appropriate Schedule Policy to achieve the business requirements.

Given a scenario, determine the appropriate option to execute Complex Work in FSL.

Explain the difference between a multi-day Service Appointment and a standard Service Appointment.

Outline the differences between aerial versus street-level routing.

Given a scenario, determine the appropriate dispatch strategy for an organization.

Compare different filtering options for the Dispatcher Console.

Explain how to set up optimization.

Given a scenario, decide the appropriate type of scheduling service to use.

Given a scenario, decide the appropriate type of optimization service to use.

Understand the usage of Field Service Lightning for DateTime tracking fields.

Configuring Mobility: 10%

Assess the requirements and tools needed to execute a customer sign-off process.

Given a scenario, configure the Field Service app to support key business processes.

Distinguish between Field Service Mobile and Salesforce Mobile app capabilities.

Understand the available FSL Mobile settings.

Managing Inventory: 8%

Given business requirements, distinguish the appropriate price book model for products consumed.

Given business requirements, justify which define the applicable inventory model.

Explain the Return Order object model and process.

Managing Assets: 5%

Apply procedural concepts to maintain and update assets and asset relationships.

Configuring Maintenance Plans: 5%

Given a scenario, recommend the appropriate maintenance plan.

Permissions and Sharing: 5%
Understand use cases for different types of FSL permission sets.

Explain how scheduled Service Appointments are shared with service resources.

Understand the differences between user territories and service territories.
Field Service Lightning Cloud Consultant
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Field Service Lightning Cloud Consultant
Question: 50
Universal Containers has noticed that with every new product release there is a rise in customer reported Cases and a decrease
in first-time fix-rate.
Which two recommendations should a Consultant make? (Choose two.)
A. Publish pre-release documentation on the Customer Community.
B. Publish training documentation in a closed Chatter group.
C. Increase training to Sales Representatives.
D. Increase training to Field Service Technicians.
Answer: AD
Question: 51
In the Dispatch Console, when viewing the Map, which three data elements can be presented to the Dispatcher? (Choose three)
A. Google Traffic Data
B. Service Appointment Dependencies
C. Resource’s Home Base
D. Service Appointments
E. Resources Travel Speed
Answer: ACD
Question: 52
Universal Containers wants to invoice its customers for the parts used when performing repairs on installed Assets.
What should a Consultant recommend to track the price of the parts consumed?
A. Use Products and Price Books to track the price.
B. Use Opportunity Line Items and Price Books to track the price.
C. Use a custom object to model the Work Order pricing and price.
D. Use Assets and Products to track the price.
Answer: A
Question: 53
Universal Containers wants to track the total associated price when servicing Work Orders for Customers.
Which two of the following should a Consultant recommend? (Choose two.)
A. Use Work Order and Work Order Line Items.
B. Use a custom object to model the Work Order pricing.
C. Use the Einstein Pricing Configurator.
D. Set up Products and Price Books.
Answer: AD
Question: 54
Universal Containers performs service on field assets that require a sequence of work tasks. A Consultant has recommended
Work Order Line Items to manage the tasks and assets/parts necessary to manage the work. Which two of the following must
be considered as part of this solution to ensure Work Orders are properly completed? (Choose two.)
A. Use of Work Order Line Items that automatically inherit the hierarchy of Assets attached to Work Order.
B. Use of a parent-child Work Order Line Item to create a Work Order Line Item hierarchy.
C. Use of Work Order Line Items to link to a specific Asset within the Asset Hierarchy that represents the BoM.
D. Use of Standard Reports to view Parent and Work Order Lines Items within Work Orders by Customer.
Answer: BC
Question: 55
Universal Containers wants their Technicians to record an Asset Number using a barcode scanner when completing Work
What field type should be configured to capture this information?
A. Barcode
B. Date
C. Formula
D. Text
Answer: D
Question: 56
Universal Containers has a Partner Community. Work Orders are assigned to these partners. Partners are not interacting with
Service Appointments or Service Resources.
How would a Partner user update the Work Order record from a mobile Device?
A. Field service mobile app
B. Salesforce mobile app
C. Work Order records cannot be updated on a mobile device
D. Salesforce Touch
Answer: B
Question: 57
Universal Containers has Role-based Technicians and Managers who handle Service Appointments. Many times, Technicians
arrive on-site but are unable to gain access to the customer’s equipment. In this scenario, only the Manager has permission to
cancel the Service Appointment.
Who should a Consultant recommend adhering to this business process?
A. Assign Permission Sets that allow Status Transitions.
B. Allow Status Transitions based on Role.
C. Limit Status Transitions based on Profile.
D. Configure Status Transitions based on Resource Type.
Answer: C
Question: 58
Universal Containers is tracking customer issues in their call center. Sometimes this requires a Technician to be on-site at the
customer’s location.
What set of steps should a Consultant recommend to dispatch the Technician?
A. Create Case, Create Service Appointment, Create Work Order, Dispatch Service Appointment.
B. Create Work Order, Create Case, Dispatch Work Order, Create Service Appointment.
C. Create Service Appointment, Create Work Order, Create Case, Dispatch Service Appointment.
D. Create Case, Create Work Order, Create Service Appointment, Dispatch Service Appointment.
Answer: D
Question: 59
Universal Containers wants Field Technicians to capture customer authorization via a signature through Salesforce mobile app.
What should a Consultant recommend?
A. Create a Quick Action on the Service Appointment to launch a Visualforce signature page.
B. Create an Approval Process from the Service Appointment for the customer’s Authorization.
C. Create a Checkbox on the Service Appointment that will capture the customer’s Authorization.
D. Create a custom text field to capture the customer’s signature on Salesforce mobile app.
Answer: C
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Salesforce Consultant tricks - BingNews Search results Salesforce Consultant tricks - BingNews Best Salesforce Certification Courses

Salesforce skills and certifications are in high demand in the information technology industry and you’ll be positioned to take your career to the next level with a few certifications under your belt. 

But what’s the best way to prepare for the exam? An online Salesforce certification course is an ideal place to start. Whether you’re new to Salesforce or need to brush up on your skills, we’ll go over several options for you to choose from that go beyond an exam guide.

The Best Salesforce Certification Courses

We explored over 100 Salesforce certification courses on the web and come up with our top picks. The featured courses are from LinkedIn Learning, PluralSight, Trailhead and Udemy. While this CRM platform is popular and these names are well-known, you should the platform that make the most sense for your needs.

Here’s a description of each course, who it’s for and the price point. We’ve also categorized the courses by skill level: beginners, intermediate students and advanced students.  

Salesforce Certification Courses for Beginners

These Salesforce Certification Courses are great for if you’re just learning the ropes.

1. The Complete Salesforce Classic Administrator by Udemy

  • Who it’s for: Beginners
  • Price: $19.99

Just $19.99 gets you a seat in this bestselling course from Udemy — it’ll teach you everything you need to know to pass the Salesforce Administrator Certification Exam.

When you enroll, you’ll have instant access to 10.5 hours of on-demand video, 17 articles, 2 downloadable resources and 1 practice test. The class begins with a lesson on how to create your own free account. You’ll also learn core concepts of the platform along with the mechanics of deploying the Lightning Experience in Salesforce.

The class is instructed by Mike Wheeler, Salesforce trainer, and Aaron Wheeler, Adobe certified expert. It’s designed for beginners and those who are a bit more experienced who want to take the Salesforce Administrator Exam. 

2. Prepare for Your Salesforce Administrator Credential by Trailhead 

  • Who it’s for: Beginners
  • Price: Free 

It’s fun to prepare for your Salesforce Administrator Certification Exam through Trailhead’s course. 

This 53-hour class begins with an overview of the exam so you’ll know what to expect when it’s time to test. It’s followed by an organization setup task in Salesforce. Once you’ve got the foundational work out of the way, you’ll jump right into the first Salesforce Platform Basics module. 

As the course progresses, you’ll be required to complete a series of assignments and projects to demonstrate your proficiency in the subject. The class wraps up with helpful study tools and a practice test. 

Enrollment is free, but you’ll need to sign up for a Trailhead account to get started. 

3. Formula Fundamentals in Salesforce by PluralSight 

  • Who it’s for: Beginners
  • Price: Included with a monthly subscription 

You might want to gain a better understanding of how Salesforce formulas work if you want to enhance your user experience. This 5-star course is worth exploring. The class is a little over 1.5 hours and includes 6 modules. 

Instructor and software developer Dan Appleman covers formulas, data, operators and functions. He also shares real-life examples and testing formulas that can significantly assist you when as you use the platform. 

The enrollment fee for Formula Fundamentals in Salesforce is included in the $29 PluralSight monthly subscription. You can also grab a seat for free by signing up for a 10-day trial. 

Have you mastered Salesforce mechanics? If not, these intermediate-level courses may be a good fit.

4. Cert Prep: Salesforce Certified Administration by LinkedIn Learning (Formerly

  • Who it’s for: Intermediate students
  • Price: Included with a monthly membership

Taught by Christopher Matthew Spencer, a Salesforce certified administrator, this course is best for those who are ready to start preparing for the qualification exam. 

The 1-hour class touches on the benefits of certification, what’s included in the exam and how to register. You’ll also learn which study materials are most useful and the tips you should implement to increase your odds of earning a passing score on the first attempt. 

It’s free to enroll with a $29.99 LinkedIn Learning monthly membership. But if you’re not yet a member, sign up for a free 1-month subscription to access the course for free.

5. Salesforce Platform App Builder Certification Course by Udemy

  • Who it’s for: Intermediate students 
  • Price: $19.99

Learn what it takes to pass the Salesforce Platform App Builder Certification Exam in this bestselling course from Udemy. You’ll also learn how to set up security and access permissions, configure a role hierarchy, build apps on the platform and a host of other useful skills. 

This class includes 19 hours of on-demand video, 11 articles and 6 downloadable resources to supplement your learning. Once you’ve reached the finish line, you’ll receive a Certificate of Completion. 

Enrollment is only $19.99 and it’s best to have a working knowledge of Salesforce before you sign up for the class.

6. Prepare for Your Salesforce Platform App Builder Credential by Trailhead

  • Who it’s for: Intermediate students
  • Price: Free 

You’ll be able to review key concepts that appear on the Salesforce Platform App Builder exam. This class begins with a primer on Salesforce fundamentals and dives into more complex concepts related to app building. 

The material is delivered through interactive modules that include hands-on tasks and projects designed to enhance your experience. After the course, you can work through real-life simulations that apply to concepts featured in the certification exam. Expect to spend approximately 55 hours working through the course.

Make sure you know design, building and implementation of custom application basics before you enroll in the course. 

Advanced Salesforce Certification Courses

Do you have extensive knowledge of the platform or are you a Salesforce certified administrator? You may be interested in these advanced courses.

7. Salesforce Certified Advanced Administrator- Part 1 by Udemy 

  • Who it’s for: Advanced students
  • Price: $19.99

Do you want to take your career to the next level as a Salesforce Certified Advanced Administrator? This course, the first of a 3-part series, will give you a sneak peek into what the process entails. You can proceed with the other 2 classes in Udemy if you enjoyed the first.

Test drive this 5-hour course for only $19.99. You can receive your money back within 30 days of enrollment if you’re not satisfied for any reason.

The Salesforce Administrator Certification Credential is a prerequisite for this course and you’ll also need it to sit for the exam. 

8. Salesforce Sales Cloud Consultant Certification by Udemy

  • Who it’s for: Advanced students
  • Price: $19.99

Are you interested in the Cloud Consultant Certification? If so, you might want to consider taking this class. This Udemy bestseller will equip you with the knowledge needed to pass the exam. Over 1,700 students have enrolled in this comprehensive course to date. 

You’ll be able to access a thorough discussion of the components of the exam. Instructor Mike Wheeler also covers implementation strategies, sales cloud solution design, marketing and leads, opportunity management, sales productivity and a host of other integral concepts. 

You can enroll for $19.99 and have instant access to 11 hours of on-demand video, 13 articles and 7 downloadable resources. 

9. Salesforce Service Cloud Consultant Certification Course by Udemy

  • Who it’s for: Advanced students 
  • Price: $19.99

This bestselling course will prepare you to pass the Salesforce Service Cloud Consultant Certification Exam. It includes 115 lectures condensed into 11 hours of video. You will also have access to 9 articles when you enroll. 

Instructors Mike and Aaron Wheeler offer 11 modules to give you access to essential industry knowledge. You’ll also earn the mechanics of implementation strategies, service cloud solution design, building custom service apps, knowledge management and interaction channels. 

Enrollment is $19.99 and you should have experience working in Salesforce before you register for this class. 

What Makes a Great Salesforce Certification Course?

Going beyond a practice exam, you need a certificate course that meets you where you are. The best Salesforce certification programs meet the following criteria

Taught by an Experienced Salesforce Trainer

Are you an IT employee? If so, you’re well aware that Salesforce is a sophisticated customer relationship management platform. Make sure you get an instructor who can break down terms, concepts and methodology. Look for a Salesforce trainer who’s well-versed in the platform and understands how to get you through the online certificate program. A Salesforce consultant may know the platform, but make sure they teach in a manner that speaks to you.

Interactive and Includes Resources 

You can’t expect to become skilled in Salesforce by reading a multi-page document. For this reason, the course should be interactive and include tasks or projects that allow you to apply the knowledge you’ve learned in the modules. It’s also a bonus if the instructor provides demonstrations for you to reference at a later date if needed. 

Most importantly, the course should include at least 1 practice exam to test your proficiency in the material. Otherwise, you won’t know whether you’re prepared to take the salesforce certification exam or if you need more time to study. 


Some classes may force you to rush through the material to meet deadlines. As you explore sales Certification courses, confirm that you’re allowed to work at your own pace prior to the Salesforce exam. That way, you can take your time and give yourself the best chance at passing the applicable exam on the first attempt. 

Choose the Right Salesforce Certification Course

Enrolling in a reputable Salesforce certification course is the best way to set yourself up for success. You’ll take the guesswork out of trying to figure out what concepts to focus on and you’ll increase the odds of passing on the first try. 

New to Salesforce? Consider a free course to get acclimated with the platform. Once you’ve mastered the basics, move on to more complex material — enroll in intermediate and advanced courses. 

Confirm that the course is taught by a Salesforce trainer with a stellar track record. The course should also be self-paced so you have an ample amount of time to understand, retain and apply the information shared in the class. 

Frequently Asked Questions


Benzinga recommends The Complete Salesforce Classic Administrator and Prepare for Your Salesforce Administrator Credentials.


It takes 6 weeks to complete the certification, depending on your experience.


Depending on the industry in which you work and your role, you may or may not need Salesforce certification to obtain gainful employment. However, it is wise to receive as much training as you can to make yourself more marketable over the long-term.

Wed, 13 Dec 2023 10:01:00 -0600 en text/html
What You Missed At Dreamforce 2012

Heads In The Clouds At Dreamforce

Salesforce said more than 90,000 people registered for its Dreamforce 2012 conference in San Francisco, a testament to its expanding cloud platform, which now supports marketing and sales applications as well as a wealth of business applications launched on its AppExchange.

Continue on and see some of the most alluring products and initiatives launched at Dreamforce last week.

Dell Sets Up Salesforce Consulting Practice

Coinciding with Dreamforce, Dell announced a Salesforce consulting practice to provide services to help its customers to deploy Salesforce solutions and to effectively use the Salesforce cloud-based platform. Dell also said it has received Salesforce Platinum Partner status due to its customer base and its pool of consultants, who are certified in implementing Salesforce solutions.

Dell's Salesforce Consulting Services include Deployment Services, in which the company's Salesforce consultants work with Dell customers on best practices for Salesforce solutions; Collaboration and Social Media, in which consultants and customers determine the best Salesforce collaboration tools to deploy; Integration, to develop a plan for migration and integration of enterprise data and services; and Cloud Architecture, where consultants will guide SaaS and PaaS cloud strategies and build custom applications on the Salesforce platform.

Badgeville Releases Gamification App

Badgeville launched Badgeville for Salesforce on the company’s AppExchange social apps marketplace.

Badgeville for Salesforce provides a gamification software layer on the company's Salesforce Sales Cloud deployment.

Badgeville said that using its gamification features, companies can increase sales productivity, accelerate lead conversions and sales cycles, and maximize the value of their Sales Cloud deployment.

Gamification mechanics can be configured directly in the cloud by Salesforce administrators using a native, wizard-based approach. The app uses refreshable rewards that can be reset according to a company's sales practice.

Genesys Expands Services On Salesforce Platform

Customer service and contact center provider Genesys rolled out software that integrates with the Salesforce platform for expanded services. Called Genesys Connect for Service Cloud, the program takes customer service best practices and integrates them with Salesforce and a cloud delivery model.

The software provides an integrated user interface for agents and employees to use across the voice, social, Web and mobile customer channels. It facilitates customer service best practices, using templates for customer interaction routing, which are easily configured.

Angoss Launches KnowledgeSCORE on AppExchange

Angoss Software launched KnowledgeSCORE, its cloud-based predictive sales analytics offering on Salesforce’s AppExchange.

KnowledgeSCORE identifies prospects, organizes sales opportunities and defines actions to take to increase sales productivity. Its predictive sales modules include prospect scoring, opportunity scoring, sales forecasting and next best actions.

KnowledgeSCORE provides rapid data integration from internal and third-party data sources to locate opportunities for more effective sales performance.

The cloud-based software integrates with Salesforce to improve sales management processes and deliver recommended prospects and next best actions directly to your sales team for execution.

Reachable "Social Proximity" Ready For Salesforce

Reachable released a new version of its software that offers social proximity selling features for users of the Salesforce platform.

The new version lets organizations add capabilities to leverage professional and personal connections, called "social proximity" - to help enhance better sales.

Reachable software lets Salesforce users compare sales reps and accounts by showing them which of their sales reps have the strongest relationships to targeted accounts and allow them re-assign accounts within Salesforce. These features complement existing Reachable social proximity capabilities that let users rank leads and opportunities based on the strength of personal relationships.

Fliptop Adds Social Profiles For Salesforce

Fliptop unveiled its Fliptop Social Profiles for Salesforce, which adds Twitter, Facebook and LinkedIn profiles to a salesperson's contacts and leads to make connections easier.

San Francisco-based Fliptop is a venture-backed contact intelligence software vendor that helps companies link their customer databases to social information. The application, available on AppExchange, can be installed in minutes and costs $19 per seat per month.

Intuitive New Marketing Program

Intuitive demonstrated at the Dreamforce conference its AdvocateHub, a platform that helps B2B companies use mobile strategies to help customers with marketing.

The AdvocateHub platform provides a game-like experience with user rewards, such as recognition, social capital and professional networking.

WalkMe Web Guidance Platform Ready For Salesforce

WalkMe, an interactive, online guidance system, introduced its WalkMe-for-Salesforce.

The web guidance software provides website visitors with step-by-step directions for completing tasks or gathering information.

WalkMe lets online service providers such as SaaS vendors, trading platforms, banks, healthcare organizations and e-commerce companies create interactive on-screen "Walk-Thrus," to help users finish tasks.

ClosedWon Releases QuickQuote on Salesforce AppExchange

ClosedWon launched QuickQuote on Salesforce’s AppExchange marketplace for social apps for business.

QuickQuote lets users quickly find, add, update and remove multiple products all on one page using Opportunities, Quotes and Products in Salesforce. With the app, sales teams can skip the standard, time-consuming quote generation process.

QuickQuote includes an interface that lets account executives easily alter quantities, sales prices and discounts.

Mon, 24 Sep 2012 04:00:00 -0500 text/html
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Street closures remain in place around Los Altos building that burned on Christmas Day

The City of Mountain View said Sunday that Eastbound El Camino Real, between San Antonio Road and Sherwood Avenue, will remain closed due to a commercial building damaged in a three-alarm fire at 4600 W El Camino Real in Los Altos on Christmas Day.

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Salesforce and Apple are ready for enterprise AR
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Android Intelligence

Google Assistant's forgotten memory magic

Your Android device has a powerful system for helping you recall almost anything imaginable, but — oh, yes — it's up to you to remember to use it.

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Salesforce Pricing 2024: Everything You Need To Know

While Salesforce has many different products with pricing structures that often require a quote from the company, we’ve compiled the basic pricing for their sales CRM only.

It should be noted that the pricing is the same no matter how large your business is, but Salesforce markets a small business plan for each of its three main products of Sales, Service and Pardot. The prices are listed by Salesforce as being the same as they are listed for larger businesses. Their small business offering is more of a summary of what they recommend for businesses with smaller teams and less-needed accounts.

As you can see in the table above, as you scale up your pricing plan you’ll be able to get access to more rich features meant for larger or scaling businesses. The Starter Suite plan should be great for most small businesses with fewer than five sales team members, unless you are looking for something with accurate sales forecasting.

Features of Salesforce CRM

As you grow your business, you’ll be able to take advantage of the more advanced features like workflow automation. All businesses will have sales team members with a lot to juggle who can benefit from this. But more importantly, the larger your team is, the more automation you’ll need to make sure all processes are the same and tie back into your analytics correctly.

Your team will get access to the Salesforce mobile app no matter what plan you choose, which allows you to input data on any lead right from your phone. You’ll also be able to check any information you need as you’re on the go attempting to sell in person. It’s a great time-saver to help your sales team take their customer relationships to the next level.

If you’re looking for advanced developer tools, such as a sandbox or the ability to add custom applications, then you’ll want to check with your dev team for their specific needs. Some of these tools are unlocked with the Professional plan but most do not become available until you pay for Enterprise.

Finally, no matter what plan you choose, you can use Salesforce with any major email provider as you’ll be able to integrate your Gmail or Outlook service directly into the platform. This is a huge time-saver as you’re communicating either via cold reach out or a back-and-forth with your leads.

Sat, 30 Dec 2023 05:25:00 -0600 Jeff White en-US text/html
Salesforce Partner NexGen Consultants Acquired By Chicago Firm

The professional services firm, which fields an IT division focused on emerging technologies and industry expertise, looks to stand out in the CRM leader's ecosystem by delivering artificial intelligence and multivendor integration.


Sikich, a large professional services firm, Tuesday completed its purchase of Salesforce partner NexGen Consultants as it looks to boost a CRM practice powered by advanced analytics and artificial intelligence.

The Chicago-based company's tech practice (it also has a large accounting division) focuses on bringing to the upper midmarket a diverse array of digital transformation technologies, including Oracle NetSuite and Microsoft Dynamics, Jim Drumm, leader of the Sikich technology team, told CRN.

"We use a lot of the extended solutions out there, so that's why we wanted to get in the lanes with Salesforce," Drumm said. Financial terms of the deal were not disclosed.

[Related: Salesforce Wants 250,000 Channel Partners To Realize Benioff's Growth Vision]

NexGen was a great fit, he told CRN.

The Salesforce Gold partner, based in Cincinnati, has only remote workers who serve about a thousand customers across the U.S. NexGen's roughly $6 million annual Salesforce practice is focused on financial services, manufacturing and supply chain.

Sikich only had a nominal Salesforce practice before the acquisition and saw benefit in moving fast to become a player in that ecosystem.

"Within the next couple years, Salesforce will probably become one of our largest practice areas," Drumm said.

The CRM leader is an increasingly attractive partner because of its ambitious strategy and integration capabilities, he said.

"I think with [Salesforce CEO Marc] Benioff's aggressive acquisition mentality and where he's looking to go, you can't help but be excited about Salesforce," Drumm said. "We see them in our existing client base all the time, so the synergies we will pick up there will be incredible."

While negotiations with NexGen began before Salesforce revealed plans to acquire Tableau, that nearly $16 billion mega-deal sweetened the pot, as Sikich was already a Tableau partner.

The data visualization giant, coupled with Salesforce's emerging AI and integration capabilities, create new opportunities in the market, he said.

"You lay Tableau on top of [Salesforce] Einstein and you've got this very innovative way to extend the enterprise solution to any back office," Drumm said, including environments powered by SAP, Microsoft Dynamics and Oracle NetSuite.

Sikich's technology division remains focused on subject-matter and industry expertise, not specific vendors or solutions. That approach has led the company to embrace and bring to market emerging technologies, from artificial intelligence to blockchain to robotic process automation.

The industry is veering back toward best-of-breed solutions, Drumm said, after an era where heterogenous environments dominated due to the lack of good integration tools.

Wed, 02 Oct 2019 08:14:00 -0500 text/html
Salesforce-backed cybersecurity startup Oleria is raising more cash No result found, try new keyword!Request a quote from ALLtech Benefits. Subscribe to GeekWire's free newsletters to catch every headline Salesforce vets land $8M for employee access management startup Tech Moves: Salesforce ... Wed, 13 Dec 2023 23:26:00 -0600 en-US text/html Latest News Mentioning Salesforce

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Wed, 09 Mar 2022 18:25:00 -0600 en-US text/html

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