Learning Lab - Selling Products to Servicing Assets And Back Again

B2B Solution Architect Program - Learning Lab

Github Page Detailing the Course Content: https://b2bsolutionarchitectprogram.github.io/revfsllearninglabv1/

Session 1 Topics: : Introduce Our Use Cases, Setup Necessary Data within Revenue Cloud and Field Service, Setup needed Metadata, Create Our First Flow to convert Products to Assets

Session 2 Topics: Create a Flow to Convert a Closed Quote to Field Service Data, Create a Flow to Convert an Order to Field Service Data, Create a Flow to Create Work Order Line Items From Quote

Session 3 Topics: : Create a Flow to Update Assets on Work Order Completion, Create a Flow to Convert a Closed Quote to Maintenance Plan and Service Contract

Session 4 Topics: Create a Flow to Create Quote and Opportunity from a Completed Work Order, Cover All Questions! , Where You Can Go Next and Close Out