Campo de Servicio

What are two benefits of using the Salesforce Field Service mobile app instead of the Salesforce mobile app? 2. Agenda view of Apcoming Service Appointments. Native customer signature capture. Customized navigation. Offline access to Flows.

Universal Containers wants to increase customer satisfaction by committing preferred resources accounts and providing prompt service. Which two default Scheding Polices meet this requirement?. Customer First. Emergency Policy. High Intensity. Soft Boundaries.

Each container consists of multiple parts that are tracked by Asset records. Universal Containers'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?. Create a Work Order for all Assets being serviced and a Work Order Line Item for each Product Consumed. Create a Work Type to automatically create relevant line items for each Asset. Create a Work Type and Work Order for each Asset being serviced. Create a Work Order and Work Order Line Item for each Asset being serviced.

Universal Containers has implemented a flow that allows Technicians to replace faulty or damaged Assets directly from within the Setesforce Field Service mobile app. Once a replacement has been made, where can the Asset Relationships be viewed?. Only the Primary sets related list on the Asset object. Only the Primary Assets related list on the Work Order object. Both the Primary Assets and Related Assets related lists on the Asset object. Both the Primary Assets and Related Assets related lists on the Work Order object.

A Dispatcher at Universal Containers has just been informed that one of their field employees, who has five services scheduled for today, called in sick. How should the workload be assigned to other Technicians?. Drag the Service Appointment to other available Resources and run Optimization. Change the Scheduling Policy to "High Intensity" and activate the Background Optimization process. Ask the Customer Service Rep to call the customers and manually reschedule for another day. Create a Resource Absence for the Resource and apply Fix Overlaps for that Resource.

Universal Containers (UC) uses two contractors, Contractor 1 and Contractor 2, to perform repair work. Contractor 1 has provided services for UC for a longer period of time and is considered to have more repair work expertise than Contractor 2. How should the Consultant configure the Contraeurs' experience?. Assign Contractor 2 as an Excluded Resource. Assign Contractor 1 and 2 different capacities for repair work. Assign Contractor 1 and 2 different Skill Levels for repair Work Type. Assign Contractor 1 as a Pre red Resource.

Universal Containers (UC) services customers in multiple timezones. UC dispatchers need to see dates and times in the Dispatcher Console for the timezones where jobs are being performed. How should the Consultant configure this?. Set the Dispatch Console to display in the Territory Timezone in the Field Service Settings. Create a formula field to calculate the timezone offset from the user to the Territory Timezone. Set the Dispatch Console to display in the User Timezone in the Field Service Settings. Configure the dispatcher user timezone to be the same as the territories they manage.

Which two objects are required when configuring an optimization job? Choose 2 answers. Service Territory. Scheduling Policy. Work Type. Polygons.

Universal Containers wants Technicians to create a follow-up Service Appointment if they are unable to complete a Work Order due to missing inventory. What should a Consultant implement on the Work Order Oject to accomplish this?. A Macro. A custom button. A Visualforce page. A Quick Action.

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?. Create one Service Resource and assign the relevant Permission Set Licenses. Create one Service Resource and assign the Technician and Dispatcher role. Create two Service Resources and assign them to be employee. Create two Skills records and assign them to the Service Resource record.

The system administrator at Ursa Major Solar creates several different actions. The actions were added to the relevant layouts. During testing, it was determined that all of the actions were appearing on the Salesforce mobile app, but the actions were unavailable on the Field Service mubileapp. What would prevent action from displaying in the Field Service mobile app?. Object specific quick actions are only available in the Field Service mobile app. Action types of Create a Record are unavailable on the Field Service mobile app. The quick action for the app extension was not configured in Field Service mobile settings. The actions were missing on the Salesforce Classic Publisher section on the page layout.

Which service process dictates that both the Root Work Order field and Root Work Order Line Item field be added to page layout?. There is more than one level in a Work der Hierarchy and more than one level in the Work Order Line Hierarchy. There is a single level in a Work der Hierarchy and a single level in the Work Order Line Hierarchy. There is a single level in a Work Order Hierarchy and more than two levels in the Work Order Line Hierarchy. There are two levels in a Work Order Hierarchy and a single level in the Work Order Line Hierarchy.

Universal Containers operates in a highly regulated industry. Technicians must conduct quarterly inspections for all customers in their region. Each inspection should be completed within a single visit and include all installed assets on site. Which two Maintenance Plan settings should the Consultant recommend?. Work Order Generation Method - One Work Order per Asset. Work Order Generation Method - One Work Oner Line Item per Asset. Service Appointment Generation Method - One Service Appointment per Work Order Line. Service Appointment Generation Method - One Service Appointment per Work Order.

Universal Containers has discovered that many of its Technicians' initial visits require a return visit to complete the work. Which two approaches should a Consultant recommend to accurately track these visits? Choose 2 answers. Reschedule the Work Order for the new date. Reschedule the Service Appoiment for the new date. Create a new Service Appointment on the original Work Order. Create a new Work Ordef and Service Appointment.

Universal Containers occasionally needs to use two Technicians to complete a job, however the Technicians can be onsite at different times. How should a Consultant implement this precess?. Create two Service Appointments and set the Early Start to the Start Time of the first Service Appointment. Create one Service Appointment and add two Required Resources. Create two Service Appointments and assign two different Resources. Create one Service Appointment and schedule two Resources.

Universal Containers has role-based Technicians and managers who handle Service Appointments. Sometimes Technicians arrive on-site but are unable to gain access to the customer's equipment. Only the manager has permission to cancel the Service Appointment. How should a Consultant meet this requirement?. Limit Status Transitions based on Profile. Configure Status Transitions based on Resource Type. Allow Status Transitions based on Role. Assign Permission Sets that allow Status Transitions.

Northern Trail Outfitters wants to report on its Assets and reflect their attributes including hierarchical relationships. How should the Consultant meet this requirement?. Use the Assets without Products report. Enable and customize the View Asset Hierarchy action. Use staard reports and reference the Parent Asset and Root Asset fields. Create custom reports and reference the Parent Asset and Root Asset fields.

A Technician reports that the travel time calculate between appointments is often too short and causes job delays throughout the day. Which settings should the Consultant consider to improve travel time accuracy?. Minimum Grade, Defaul Operating Hours. Estimated Travel Tim, Minimize Travel. Street Level Routing Default Travel Speed. Travel Speed Unit, Atual Travel Time.

What is the relationship between products consumed and price books?. The work type is used to pull products consumed from multiple price books. Consuming a product item auto-populates the price book entry from the work order's price book. The price book related list on the work order is used to add products consumed. The consumed product is assolated with the price book on the work order line item.

When installing solar panels, technicians at Ursa Major Solar (UMS) use a liquid sealant to prevent rain and snow from penetrating roofs. To track the inventory and account for costs, the sealant cornes in large barrel containers and has been added as a product to the price book. Installation ubs use a very small amount of sealant, so technicians will divide the larg barrels icmaller sized containers to avoid having to carry around soch product. What should the field service administrator consider to keep the inventory levels accurate?. Create a different product record for each possible size since quantity must be a whole number. Utilize unit of measure or quantity on the product required since field service does not recognize both. Instruct the technicians to use the original barrel containers since smaller sizes cannot be tracked. Ensure the unit of measure on the product and the product required record are the same.

A Dispatcher is notified of a local power outage. All Service Appointments in the affected area must be rescheduled to a different day. How should the Dispatcher update the Service Appointments?. Push Reschedule notifications Service Resources using the Salesforce Field Servicy mobile app. Configure a new Scheduling Policy to change Service Appointments. Create a Map Polygon of the affected area to select Service Appointments for rescheduling. Create a report to identify Service Appointments in the area and notify Service Resources.

Which three objects are associated to Work Type? Choose 3 answers. Resources. Service Appointments. Articles. Skill Requirements. Products Required.

For new server installations, AW Computing uses a work order with two line items: one line item for the installation and the other line item to set up the network connection. Each line item could be completed by a different or same resource depending on skills. What should the relationship between the work order and service appointment be and what is the most appropriate way to schedule the work?. Relate both line items to a service appointment and use the candidate quick action to schedule. Create a service appointment for each line item and use bulk scheduling to schedule he appointments. Create two service appointments with a dependency to ensure the same start of both. Create a service appointment for the work order to ensure one resource handles the job and use auto schedule.

Universal Containers plans to deploy Salesforce Field Service to 100 external contractors. There are 75 contractors who need access to Work Orders, Assets, Mobile App, and Chatter. The remaining 25 contractors are paid a commission on sales of containers and need to schedule resources Which license types and quantities shoul the Consultant recommend?. 75 Contractor 25 Contractor Plus. 100 Contractor 100 Contractor Plus. 25 Contractor 75 Contractor Plus. 25 Contractor 100 Contractor Plus.

Which type of record should a Consultant use to specify a pre-defined set of parts for an annual service Work Order?. Asset. Product Request. Work Type. Work Order Line Item.

Which object can be used to share Service Appointments with Service Resources in Salesforce Field Service?. Service Territory Member. Service Territory. User Territory. Work Order.

Universal Containers wants to implent Service Level Agreements (SLA) for Work Orders. Which three considerations should the Consultant take into account? Choose 3 answers. A single Milestone can be added to both Case and Work Order Entitlement Processes. Milestones for Work Orders can be configured in Setup. An Entitlement Process mu be applied to both Cas and Work Orders. Milestones for Work Orders can be set up from the metadata APT. A new Entitlement Process requires selecting a single ntitlement Process Type.

Universal Containers needs to send Technicians into the field to service containers. It takes two Technicians with specialized skills to complete the work at the same time. How should a Consultant implement this requirement?. Create a single Sevice Appointment. Create two Service Crews. Create a crew with two Technicians. Create a work rule with tweeduired skills.

One of Universal Container customers reported that the Technician sent to their site left without cleaning up the work area afterward. How can Universal Containes ensure that a different Technician is assigned all future work for that Customer?. Remove the Technician as a Preferred Resource. Create an Excluded Resource for the Account. Assign the Technician to a new Service Tertory. Create a new Work Order lidertron Rule.

Universal Containers wants to invoice ite customer for the parts used when performing repairs on installed Assets. What should a Consultant recommend to track the price of the parts consumed?. Use Opportunity Line Items and Price Books. Use a custom object and Assets. Use Assets and Products. Use Products and Price Books.

Universal Containers needs to track technical phone support and onsite work associated with an inbound contact center request. How should a Consultant recommend tracking the work?. Parent/Child Work Orders. Cases and Work Orders. Work Orders only. Cases Only.

Universal Containers wants to invoice its customer for the parts used when performing repairs on installed Assets. should a consulent recommend to track the price of the parts consumed?. Use Oportunity Line Items and Price Books. Use custom object and Assets. Use Assets and Products. Use Poducts and Price Books.

Universal Containers needs to track technical phone support and onsite work associated with an inbound contact center request How should a Consultant recommend cracking the worker. Parent/Child Work Order. Cases and Work Orders. Work Orders only. Cases Only.

Universal Containers products need to be traceable from the factory to customer sites. The products are installed using disposable kit How should the Consultant configure this?. Create the products and the installation kits as unserialized inventory. Create the products and the installation kits as a single serialized product. Create the products and the installation kitsas serialized inventory. Create the products as serialized inventory and the installation kits as unserialized inventory.

Universal Containers wants its Technicians to follow a Standard Operating Procedure (SOP) while performing preventative maintenance on an individual Asset. Each operation should be captured independently, to allow Technicians to enter notes and update statuses as they progress with the work. Preventative maintenance should be completed within a single visit. Which data model should the Consultant recommend to Universal Containers?. Service Appointment to represent the preventative maintenance on the Asset. Work Order Line Items to represent the different operations. Work Order to represent the visit. Work Order Line Item to represent the preventative maintenance on the Asset. Work Orders to represent the different operations. Service Appointment to represent the visit. Work Order to represent the preventative maintenance on the Asset. Work Order Line Items to represent the different operations. Service Appointment to sepresent the visit. Work Order to represent the eventative maintenance the Asset. Service Appointments to represent the durerent operations. Work Order Line Item to represent the visit.

A Universal Containers customer is hang issues with three containers at the customer's site. Each container is traced as an Asset to the customer's Account. Which two methods should the consultant consider to ensure the service associated with each container can be handled independently? Choose 2 answers. Add each Asset to a separate Work Order. Create a Service Appointment for each Work Order. Add each Asset to separate Work Order Line Item. Create a Service Appointment for each Line Item. Add each Asset to a separate Work Order Line Item. Create a Service Appointment for the Work Order. Add each Asset to a separate child work order. Create a Service Appointment for the parent Work Order.

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?. Five Service Territories with fewer than 500 Service Appointments per day. One Service Territory with four Polygons. Two Service Territories that split the Service Resources evenly. Three Service Territories with fewer than 50 resources.

One of Universal Containers's customers allows maintenance only between 12 PM-1:00 PM. On which object should a Consultant set Operating Hours to meet this requirement?. Service Appointments. Service Territories. Service Territory Members. Accounts.

A Dispatcher notices that the Crew assigned to a Service Appointment is missing a skill for the work assigned. How can the Dispatcher update the Service Crew to meet those requirements?. Edit the Service Appointment and add a new Service Resource. Create a new Sevice Appointment with a different Crew. Use the Crew Management tool to add Service Resources to the Crew. Update the Service Crew on the Sence Appointment's Work Type.

At Ursa Major Sollar (UMS), installing solar panels requires three steps. The surface is prepped, the solar panels are installed, and the electronics are installed to connect to the electrical grid. Each step can be completed by different resources and requires different technical skill, and parts. How should UMS make sure the appropriate skills and parts are associated to each installation step?. Create a different work type and work order line item for each step. Create a work type associated to the work order and create line items for each step. Create a work order hierarchy with the same work type associated each child work order. Create a different work order and work type for each installation step.

A Universal Containers (UC) Technician arrived onsite for an appointment, but the customer was unavailable and wants to reschedule the service. UC wants to track these customer no-show events for future process improvement What process should a Consultant recommend to handle this situation?. Set the existing Service Apportment status to Cannot Complete. Create a new Service Appointment against the same Work Order for the follow-up trip. Set the existing Service Appointment status to In Progress. Create a new Servize Appointment against the same Work Order for the follow- up trip. Set the existing Service Appointment status to In Progress. Create a new Work Order and Service Appointment for the follow-up trip. Set the existing Service Appointment status to Complete. Create a new Work Type and Service Appointment for the follow-up trip.

Universal Containers wants service managers to quickly identify location and status changes in the lifecycle of a specific component in a customer's install base. What should a Consultant utilize to track the lifecycle?. Custom fields for change tracking on Assets. Field History Tracking Assets. A Work Order related list on Assets. A Product related list on Assets.

Universal Containers wants to track the time a Service Resource spends on each step of more complex repair jobs. This time could include travel, prep and on-site time. How could the Service Resource's Time Sheet be configured to track the total time spent on cach step?. Relate the Time Sheet Enthes to the Work Order Line Item. Relate the Time Sheet to the Service Appointment. Relate the Time Sheet to the Work Order Line Item. Relate the Time Sheet Entries to the Service Appointment.

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?. Create Permission Ses and assign the Salesforce Field Service Scheduling and Mobile Permission Scts to the Resource profile. Create Permission Sets and assign the Salesforce Field Service Resource Permission Set and Sheduling license to each Technician. Create Permission Sets And sing the Salesforce Field Service Admin Permission Set to Service Resources. Create Permission Sets and assign the Salesforce Field Service Mobile Permission Set to Service Resources.

Which fields on Service Appointments help ensure that they are completed within the agreed upon Service Level Agreement (SLA) with Universal Containers customers?. Actual Start, Actual End. Earliest Start Permitted, Due Date. Arrival Window Stan, Arrival Window End. Scheduled Start, Schooled End.

Universal Containers wants to ensure that inventory needed for repair jobs is tracked and managed so Technicians have the material for their jobs. What are two ways a Constant should track these inventory requirements in Salesforce? Choose 2 answers. Products Required for Work Orders. Products Require for Service Appointments. Products Required for Service Resource. Products Required for Work Order Line Items.

Universal Containers wants to ensure that Service Appointments are only assigned to Active Resources, Which configuration should a Consultant recommend for the Scheduling Policy?. Preferred Resources. Required Resources. Match Boolean. Match Fields.

Northern Trail Outfitters (NTO) wants to automatically dispatch a Technician's next two Service Appointments after the Technician completes their current Service Appointment. NTC wants to be consistent across all of the Service Territories and control the number of Service Appointments that are pushed to the Technician. What automated presses should the Consultant configure upon Work Order completion to dispatch the next two opointments?. Create an Apex Trigger. Build a Workflow Rule. Configure an Auto Dispatch Scheduled Job. Enable Drip feed Dispatch.

Customers report that installed products are failing more frequently than expected. After reviewing the data, Universal Containers has determined that products start to fail 6 months after installation. What should a Consultant recommend to address this situation?. Launch a feedback survey to the customer base and follow-up on results. Implement Consumed Products on Service Appointments. Examine existing Work Orders for incomplete Line Items. Establish a Maintenance Plan for the products.

At Universal Containers, the Service Territory member's time zone is one hour behind the Service Territory time zone. How should the Consultant ensure proge scheduling and optimization for the member?. Add one hour to the start and end times on the Service Territory Member's Operating Hours. Subtract one hour from the start and cnd times on the Service Territory. Change the time zone on the Service Territory Member's user record to match the Service Territory's time zone. Add one hour to the start and end times on the Service Territory.

A Technician needs to get a replacement part for damaged inventory on their truck for an upcoming job. To which object should the Technician add a Product Request record?. Service Report. Service Appointment. Work Order. Work Type.

The dispatcher at Ursa Major Solar needs to adjust scheduled service appointments so high-priority work can be scheduled in favor of previously scheduled lower- priority work. Which action should the dispatcher take to change the schedule?. Use the Flag action on the new appointment. Use the Group Nearby action on the new appointment. Use the Reshuffle action on the new appointment. Use the Reschedule action on the existing appointment.

Universal Containers deploys service Technicians in multiple timezones which makes the Dispatcher Console difficult to use. Which two filter options should a Ansiltant recommend to make the Dispatcher Console easier to use? Choose 2 answers. Skills. Resources. Hours. Territory.

In which two scenarios should Consultan recommend Multi-Day Service Appointments? Choose 2 answers. Jobs require multiple stages of work performed by offerent resources. Jobs require consecutive day work and can span over weekend. Jobs need to be performed at the same site on the same day of the week. Jobs can take longer than the vailable resource's hours in a day.

Technicians often need to generate a report in the customer's language. Which configuration should the Consultant recommend to meet the requirement?. Add the Language field to the Contact Page Layout. Update the Deffult Language of the Organization. Add the Service Report Language field to the Work Order Page Layout. Update the Lanuage of the current User.

Which configuration can Universal Containers use to brand the Salesforce Field Service mobile app?. Company colors. Company logo. Company address. Company style sheets.

Each door lock that Universal Containers (UC) sells has a unique 20 digit code. The code represents the ansfecturer, production run, and production number. UC needs to track each lock. In addition to the installed locks, all Technicians carry live replacement units in their van stock. How should UC track the van stock door locks?. Create a product item with all the serial numbers in the notes section. Create a product iter and enter the Technicians lock quantity. Create a product item and enter the serial numbers in the related list. Create a product item or each door lock utilizing standard fields.

A customer support agent handles an in-bound case that requires a repair of an industrial oven at a busy eterorest The work should be assigned to a repair Technician in the area, even the Technian is currently working on another assignment. Which Scheduling Action shoul the Consultant recommend to the customer support agent?. Fill in Schedule. Get Candidates. Appointment Booking. Emergency.

Universal Containers (UC) wants to deploy Knowledge to its field team. How should UC ensure its Technicians can access knowledge Articles offline?. Use Work Types to assign associate Artics to Work Orders. Write a workflow that associat Articles to Work Orders based on a picklist on the Work Order. Create a custom mobile app that syncs articles based on Service Appointment assignments. Use the Salesforce mobile app with deep linking to the Salesforce Field Service mobile app.

AW Computing uses a private record access model in the sales, support, and service organizations. How should the system administrator ensure that the technicians have the appropriate access to the service pomitments dispatched to them?. Configure a sharing rule to share dispatched service appointments with the a signed resource. Enable the sharing features in the Field Serce settings in the Setup menu. Create a user territory for the clinicians' primary and secondary territories. Create a process to change the owner of the service appointment to the assigned technician.

Universal Containers (UC) wants to ensure that Technicians enter required information only once when completing Work Orders on the Salesforce Field Service mobile app. The information entered by Technicians needs to also update the Service Appointment and the Case that are associated to the Work Order. What should a Consultant leverage to ensure the right data is captured from the Salesforce Field Service mobile app?. Process Builder on Case to update the Service Appointment and Work Order. Lightning Component with required fields to update the Case, Work Order and Service Appointinent. Quick Actions that launch Flow on Cases, Work Orders and Service Appointments with required fields. Quick Action on the Work Order that launches a Flow to update the Work Order Case, and Service Appointment.

One of the products sold by Universal Containers requires quarterly service appointments. Which feature should a Constant use to meet this requirement?. Define repeating Work Type. Build a Process for Service Appointments. Implement Path for Work Orders. Configure a Maintenance Plan.

Universal Containers wants to limit their Technicians' view of Work Orders and. Service Appointments in the Salesforce Field Service mobile app. What should a Consultant recommend to control their Technicians' view?. Visualforce Pages. Mini Page Layouts. Field Sets. Page Layouts.

The Dispatcher at Universal Containers wants to schedule Service Appointments from the Dispatch Console while taking the Scheduling Policy into consideration. Which three options are available to the Dispatcher? Choose 3 answers. Select multiple Service Appointments from the list and bulk schedule them. Select a Service Appointment from the list, use the "Candidates" action, and select the best time slot. Select a Service Appointment from the list and use the "Schedule" action. Select a Service Appointment from the list, use the "Edit" action and alocate the Resource. Select a Service Appointment from the list, use the "Change Status" action and "Dispatch.".

How should the Consultant recommend visualizing the highest revenue generating Service Appointments on the Gantt?. Add the relevant me to the Field Set. Create a Gant Action to highlight. Use Map Report Layers. Color code using Gantt Paletes.

At Ursa Major Soler, solar panel fix jobs take two resources to complete. The field service administrator creates a Crew record and assigns two technicians to the crew. What is the appropriate relationship among the technicians, work orders, and service appointments?. Create one work order. Create one service appointment assigned to the service resource record Type Crew. Create one work order with two line tems. Create one service appointment for each line item for each crew member. Create one work order. Create one service appointment assigned to the Service Crew record. Create one work order. Create two service appointments, one for each service crew member.