field service Flashcards
EXAM
Universal Containers has identified a business process in which a Customer Support Agent reviews an existing Work Order and needs to associate an additional part to the order for the Technician to successfully complete the job.
How should a Consultant support this process?
A . Add a new Product Required to the Work Order.
B . Add a new Product Required to the Work Type.
C . Add a new Product Consumed to the Work Rule.
D . Add a new Product Consumed to the Work Order.
B . Add a new Product Required to the Work Type.
EXAM
When a Universal Containers (UC) Technician installs a product at a customer site, the Technician must perform all future work for that customer.
Which process should the Consultant use to meet this requirement?
A . Add the Resource as a Required Resource on the Contact.
B . Add the Resource as a Required Resource on the Account.
C . Add the Resource as a Preferred Resource on the Work Order.
D . Add the Resource as a Preferred Resource on the Asset.
B . Add the Resource as a Required Resource on the Account.
EXAM
Universal Containers (UC) has 140 service resources who handle 2,400 service appointments per day.
How should UC define Service Territories to ensure a high quality of optimization and dispatcher experience?
A . Three Service Territories with fewer than 50 resources
B . Two Service Territories that split the Service Resources evenly
C . One Service Territory with four Polygons
D . Five Service Territories with fewer than 500 Service Appointments per day
A . Three Service Territories with fewer than 50 resources
EXAM
An agent has to create a Work Order for a complex installation. A Work Order Line Item is created for each required component so it can be tracked and priced separately. However, a few of the components are only on the company’s Preferred Price Book while the others are on the U.S. Price Book.
Which solution should a Consultant recommend so the agent can meet this requirement?
A . Create one Work Order and add Work Order Line Items based on the Price Book selected on the Work Type.
B . Create one Work Order for each Price Book and use Work Types to assign the Price Book to each Work Order Line Item.
C . Create one Work Order and override the price on Work Order Line Items for products on the Preferred Price Book.
D . Create one Work Order for each Price Book and add Work Order Line Items to the appropriate Work Order based on its Price Book.
D . Create one Work Order for each Price Book and add Work Order Line Items to the appropriate Work Order based on its Price Book.
EXAM
Universal Containers (UC) has enabled Salesforce Field Service and installed the managed package. UC wants to ensure that Technicians can update their own appointments' status using the Dispatcher console Gantt chart. Which steps should the Consultant take to meet these requirements?
A . Create Permission Sets and assign the Salesforce Field Service Mobile Permission Set to Service Resources.
B . Create Permission Sets and assign the Salesforce Field Service Admin Permission Set to Service Resources.
C . Create Permission Sets and assign the Salesforce Field Service Scheduling and Mobile Permission Sets to the Resource profile.
D . Create Permission Sets and assign the Salesforce Field Service Resource Permission Set and Scheduling license to each Technician.
C . Create Permission Sets and assign the Salesforce Field Service Scheduling and Mobile Permission Sets to the Resource profile.
EXAM
The Org-Wide Default sharing for a Service Appointment is set to Private. If the Service Appointment is cancelled, which users will have visibility to the record?
A . Owner of Service Appointment and members of User Territory
B . Assigned Resources, Owner of Service Appointment and members of User Territory
C . Assigned Resources, Owner of Service Appointment and members of Service Territory
D . Owner of Service Appointment and members of Service Territory
A . Owner of Service Appointment and members of User Territory
When an appointment is canceled, it’s visible only to the appointment owner and the relevant dispatchers based on the user territory object. The sharing rules no longer apply.
https://blog.bessereau.eu/assets/pdfs/salesforce_field_service_implementation_guide.pdf
EXAM
Which Work Rule should a Salesforce Field Service Consultant use to assign Service Resources based on related object records?
A . Required Resource
B . Match Field
C . Resource Availability
D . Extended Match
D . Extended Match
EXAM
Service Appointments in a ‘‘Cannot Complete’’ status may indicate that an additional part or expert assistance is needed to complete the work. Universal Containers defined that Service Appointments in a ‘Cannot Complete’ status are unable to be rescheduled or unscheduled for history tracking purposes.
Which two items should the Consultant recommend to meet the requirement?
A . Ensure that Status Transitions are configured to allow the status update from ‘Cannot Complete’ to ‘‘scheduled.’’
B . Ensure that Status Transitions are configured to prevent the update from ‘‘Cannot Complete’’ to ‘None.’
C . Define ‘‘Cannot Complete’ as a Pinned Status for Auto-Dispatch Services.
D . Define ‘‘Cannot Complete’’ as a Pinned Status for Scheduling and Optimization Services.
B . Ensure that Status Transitions are configured to prevent the update from ‘‘Cannot Complete’’ to ‘None.’
D . Define ‘‘Cannot Complete’’ as a Pinned Status for Scheduling and Optimization Services.
EXAM
Universal Containers wants to reduce field service-related costs by cutting overtime pay and fuel expenses for internal employees when scheduling all Service Appointments. Which two customizations should the Consultant recommend to meet this requirement?
Choose 2 answers
A . Create a new Scheduling Policy that includes Service Objectives in this order: Minimize Overtime, Minimize
Travel, Preferred Service Resource, Skill Level, Resource Priority, ASAP.
B . Select the new policy as the Scheduling Policy for the Scheduled Optimization Job.
C . Create a custom Quick Action for Booking Appointments and Candidates that use the new Scheduling Policy.
D . Create a new Scheduling Policy that includes Service Objectives in this order: ASAP, Resource Priority, Skill
Level, Preferred Service Resource, Minimize Travel, Minimize Overtime.
A . Create a new Scheduling Policy that includes Service Objectives in this order: Minimize Overtime, Minimize
Travel, Preferred Service Resource, Skill Level, Resource Priority, ASAP.
B . Select the new policy as the Scheduling Policy for the Scheduled Optimization Job.
EXAM
An employee at Universal Containers performs the role of a Dispatcher and a Technician.
How should a Consultant configure Salesforce Field Service to support this behavior?
A . Create one Service Resource and assign the relevant Permission Set Licenses.
B . Create one Service Resource and assign the Technician and Dispatcher role.
C . Create two Skills records and assign them to the Service Resource record.
D . Create two Service Resources and assign them to the employee.
A . Create one Service Resource and assign the relevant Permission Set Licenses.
EXAM
Universal Containers wants to implement Service Level Agreements (SLA) for Work Orders.
Which three considerations should the Consultant take into account?
Choose 3 answers
A . An Entitlement Process must be applied to both Cases and Work Orders.
B . Milestones for Work Orders can be configured in Setup.
C . A new Entitlement Process requires selecting a single Entitlement Process Type.
D . A single Milestone can be added to both Case and Work Order Entitlement Processes.
E . Milestones for Work Orders can be set up from the metadata API.
C . A new Entitlement Process requires selecting a single Entitlement Process Type.
D . A single Milestone can be added to both Case and Work Order Entitlement Processes.
E . Milestones for Work Orders can be set up from the metadata API.
EXAM
Universal Containers has implemented a Flow that allows Technicians to replace faulty or damaged Assets directly from within the Salesforce Field Service mobile app. Once a replacement has been made, where can the Asset Relationships be viewed?
A . Only the Primary Assets related list on the Asset object
B . Both the Primary Assets and Related Assets related lists on the Work Order object
C . Only the Primary Assets related list on the Work Order object
D . Both the Primary Assets and Related Assets related lists on the Asset object
D . Both the Primary Assets and Related Assets related lists on the Asset object
EXAM
Universal Containers wants to identify which resources need more or fewer appointments.
Which Gantt chart filter option should a Consultant recommend to provide this information?
A . Select Sort by Average Utilization on the Resources Tab.
B . Select Date Resolution on the Hours Tab.
C . Select Travel Time and Breaks as skills on the Skills Tab.
D . Select Hours, Absences and Overtime on the Utilization Tab.
A . Select Sort by Average Utilization on the Resources Tab.
Northern Trail Outfitters wants to improve overall responsiveness to customers. Which Dispatch technique should the Consultant implement to provide the greatest schedule flexibility?
A . Enable Drip-feed to dispatch the next appointments.
B . Shuffle daily work manually via the Gantt.
C . Leverage Resource Schedule Optimization.
D . Configure the Auto Dispatch scheduled job.
B . Shuffle daily work manually via the Gantt.
Universal Containers wants to schedule deliveries using Salesforce Field Service. Each delivery requires that an installation and safety inspection be performed by different Technicians during the same day. The safety
inspection needs to be executed after the installation is complete.
How should the Consultant use Complex Work to meet this requirement?
A . Define Same Resource and Same Start dependencies.
B . Define Start After Finish and Same Day dependencies.
C . Define a Start After Finish dependency.
D . Define a Same Start dependency.
B . Define Start After Finish and Same Day dependencies.
EXAM
To ensure that preventative maintenance work can be completed on time. Universal Containers wants to automatically generate Work Orders 14 days before the next suggested maintenance date.
How should the Consultant meet this requirement?
A . Define a generation horizon of 14 days.
B . Define a generation timeframe of 14 days.
C . Configure Auto-generate Work Orders to True.
D . Define a generation horizon of 20,160 minutes.
A . Define a generation horizon of 14 days.
Each container consists of multiple parts that are tracked by Asset records. Universal Container’s customers usually wait until several parts need service before requesting a Technician come on-site to save money on service charges.
How should a Consultant configure Salesforce Field Service to track the work performed?
A . Create a Work Order and Work Order Line Item for each Asset being serviced.
B . Create a Work Type to automatically create relevant line items for each Asset.
C . Create a Work Type and Work Order for each Asset being serviced.
D . Create a Work Order for all Assets being serviced and a Work Order Line Item for each Product Consumed.
A . Create a Work Order and Work Order Line Item for each Asset being serviced.
EXAM
Optimization for the Midwest territory is set to automatically run each night for the next three days. The Dispatcher has noticed that the optimizer is leaving many Service Appointments unscheduled and has asked the Consultant to troubleshoot the issue. The Consultant notices that the Optimization Run Time per Service Appointment is set to Low in the Field Service Settings.
Which two conditions would make the Consultant consider setting the optimizer to High’
Choose 2 answers
A . The Scheduling Policy Used field is blank.
B . The scheduling policy is producing too many candidates that qualify for each Service Appointment.
C . Most service appointments have the same priority.
D . The Calculate travel and breaks Field Service Setting is disabled for the Service Resource Availability work rule.
B . The scheduling policy is producing too many candidates that qualify for each Service Appointment.
C . Most service appointments have the same priority.
Universal Containers wants to standardize creation of Work Orders. Historically, Work Orders have been set up with the incorrect skills and estimated time to completion.
What should a Consultant utilize to meet this requirement
A . Entitlement Templates
B . Entitlements
C . Work Types
D . Work Order Record Types
C . Work Types
EXAM
Universal Containers has customers who have previously negotiated pricing on some products. Which Price Book structure should a Consultant recommend when considering the implications of pricing on Work Orders’?
A . Utilize a custom Global Price Book and add all products as Price Book Entries.
B . Create customer-specific Price Books and add all products as Price Book Entries.
C . Utilize a custom Global Price Book and add price-negotiated products as Price Book Entries.
D . Create customer-specific Price Books and add only price-negotiated products as Price Book Entries.
D . Create customer-specific Price Books and add only price-negotiated products as Price Book Entries.
Northern Trail Outfitters wants to report on its Assets and reflect their attributes including hierarchical relationships.
How should the Consultant meet this requirement?
A . Use the Assets without Products report.
B . Enable and customize the View Asset Hierarchy action.
C . Create custom reports and reference the Parent Asset and Root Asset fields.
D . Use standard reports and reference the Parent Asset and Root Asset fields.
C . Create custom reports and reference the Parent Asset and Root Asset fields.
EXAM
A Consultant is helping Universal Containers define its mobile approach. Which requirement would lead a Consultant to recommend the Salesforce Field Service mobile app instead of the Salesforce mobile app?
A . Support service processes with custom Lightning Components
B . Visibility of Technicians with geolocation tracking
C . Access to Lightning Knowledge articles
D . Manage mobile fields available through configuration
C . Access to Lightning Knowledge articles
EXAM
Universal Containers wants to offer customers a Maintenance Plan that provides 12 monthly checkups. The customer will call to schedule each visit.
How should a Consultant configure the Maintenance Plan to meet this requirement?
A . Set Frequency to 1 Month; Generation Timeframe of 12; check Auto-generate work orders.
B . Set Frequency to 1 Month; Generation Timeframe of 12; uncheck Auto-generate work orders.
C . Set Frequency to 1 Month; Generation Timeframe of 1; uncheck Auto-generate work orders.
D . Set Frequency to 1 Month; Generation Timeframe of 1; check Auto-generate work orders.
C . Set Frequency to 1 Month; Generation Timeframe of 1; uncheck Auto-generate work orders.
EXAM.
Universal Container’s Technicians may be assigned to Jobs with an arrival window to meet the customer appointment time preference. Technicians are also assigned to Jobs without a preferred appointment time.
In which two ways should the Consultant define Operating Hours to meet this requirement?
Choose 2 answers
A . The Maintenance Plan for the Account
B . The Due Date of the Service Appointment
C . The Time Slots for Appointment Booking
D . When Service Resources are available for work
C . The Time Slots for Appointment Booking
D . When Service Resources are available for work
EXAM
Universal Containers (UC) wants to schedule Work Orders only if Technicians have the necessary qualifications to complete the designated work. In which two ways can UC achieve this? Choose 2 answers
A . Leverage the Match Skills Scheduling Policy when scheduling appointments.
B . Create Skills that relate to qualifications from Setup and assign them to a Service Resource.
C . Leverage the Match Skills Work Rule when scheduling appointments.
D . Create Skills that relate to qualifications from the Skills tab and assign them to a Service Resource.
B . Create Skills that relate to qualifications from Setup and assign them to a Service Resource.
C . Leverage the Match Skills Work Rule when scheduling appointments.
EXAM
Which three objects are associated to the Work Type? Choose 3 answers A . Service Appointments B . Products Required C . Resources D . Skill Requirements E . Articles
B . Products Required
D . Skill Requirements
E . Articles
EXAM
Universal Containers’ (UC) Technicians identify and complete additional work when they are at a customer site. UC wants to track the additional work using the Salesforce Field Service mobile app.
How should the Consultant meet this requirement?
A . Add the Work Order Line Item related list to the Work Order page to allow creation of additional line items.
B . Create a Quick Action to create a Work Order Line Item. Add a Quick Action to the Work Order Layout.
C . Create a Visualforce page to create Work Order Line items. Add a Visualforce page to the Work Order Layout.
D . Add the Work Order related list to the account to allow creation of additional line items.
A . Add the Work Order Line Item related list to the Work Order page to allow creation of additional line items.
EXAM
Universal Containers is implementing Work Order Management to better support its clients. Which two approaches should the Consultant consider to create work skills for the Service Resources?
Choose 2 answers
A . Create the work skills using the FSL Lightning Web Component. Assign the skills to Service Resources. Add the
skill to Work Types and Work Orders.
B . Create the work skills using Setup. Manually assign the skills to Service Resources.
C . Create the work skills using the FSL Lightning Managed Package wizard. Assign the skills to Service Resources.
Add the skill to Work Types and Work Orders.
D . Create the work skills using the Guided Setup wizard. Assign the skills to Service Resources using Guided Setup
B . Create the work skills using Setup. Manually assign the skills to Service Resources.
D . Create the work skills using the Guided Setup wizard. Assign the skills to Service Resources using Guided Setup
EXAM
Org-Wide Default sharing is set to Private in a Salesforce org. If the Field Service Lightning User Territory feature is enabled, which three objects will be visible to users who are part of the User Territory?
Choose 3 answers A . Accounts B . Service Resources C . Work Orders D . Resource Absences E . Work Types
A . Accounts
D . Resource Absences
E . Work Types
EXAM
Universal Containers (UC) provides services to multiple machines installed at customer sites. Each machine has different issues that need to be fixed. UC wants to track progress, different parts used, and time spent on each machine when dispatching a Technician. How should the Consultant meet these requirements?
A . Work Orders will have multiple Service Appointments. Each Service Appointment will be linked to the Asset.
B . Each Asset will have a Service Appointment that will represent the work needed for each machine.
C . Each Account will have a Service Appointment that will represent the work to be done at the customer site
D . Work Orders will have multiple Work Order Line Items. Each Work Order Line Item will be linked to the Asset and have a Service Appointment.
D . Work Orders will have multiple Work Order Line Items. Each Work Order Line Item will be linked to the Asset and have a Service Appointment.