Consultor de servicio de campo

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?. Assign Permission Sets that allow Status Transitions. Allow Status Transitions based on Role. Limit Status Transitions based on Profile. Configure Status Transitions based on Resource Type.

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?. Create Case, Create Service Appointment, Create Work Order, Dispatch Service Appointment. Create Work Order, Create Case, Dispatch Work Order, Create Service Appointment. Create Service Appointment, Create Work Order, Create Case, Dispatch Service Appointment. Create Case, Create Work Order, Create Service Appointment, Dispatch Service Appointment.

Universal Containers wants Field Technicians to capture customer authorization via a signature through Salesforce mobile app. What should a Consultant recommend?. Create a Quick Action on the Service Appointment to launch a Visualforce signature page. Create an Approval Process from the Service Appointment for the customer's Authorization. Create a Checkbox on the Service Appointment that will capture the customer's Authorization. Create a custom text field to capture the customer's signature on Salesforce mobile app.

Universal Containers maintains their service level agreements at the customer level only. How can a consultant ensure agents can verify coverage?. Set up Entitlement Process, set up Service Contracts, display the related List on the Contact Page Layout. Create Milestones, set up Entitlement Process, display the related List on the Work Order Page Layout. Create Milestones, set up Entitlement Process, display the related List on the Account Page Layout. Create Contract Line Items, set up Entitlement Process, display the related List on the Asset Page Layout.

In the Dispatch Console, when viewing the Map, which three data elements can be presented to the Dispatcher? (Choose three). Google Traffic Data. Service Appointment Dependencies. Resource's Home Base. Service Appointments. Resources Travel Speed.

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?. Use Products and Price Books to track the price. Use Opportunity Line Items and Price Books to track the price. Use a custom object to model the Work Order pricing and price. Use Assets and Products to track the price.

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.). Use Work Order and Work Order Line Items. Use a custom object to model the Work Order pricing. Use the Einstein Pricing Configurator. Set up Products and Price Books.

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.). Use of Work Order Line Items that automatically inherit the hierarchy of Assets attached to Work Order. Use of a parent-child Work Order Line Item to create a Work Order Line Item hierarchy. Use of Work Order Line Items to link to a specific Asset within the Asset Hierarchy that represents the BoM. Use of Standard Reports to view Parent and Work Order Lines Items within Work Orders by Customer.

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. Most service appointments have the same priority. The Scheduling Policy Used field is blank. The scheduling policy is producing too many candidates that qualify for each Service Appointment. The Calculate travel and breaks Field Service Setting is disabled for the Service Resource Availability work rule.

A customer wants to return a defective product instead of scheduling a Service Appointment. How should this product be tracked in Salesforce Field Service?. Create a Work Order and Work Order Line Item. Create a Return Order and Return Order Line Item. Create a Product Request and Product Request Line Item. Create a Return Order and relate it to the Product.

Which two considerations impact the scheduled timeframe of Multi-day Work? Choose 2 answers. Assigned Resource. Homebase Travel. Resource Skill Level. Break Duration.

Service resources at universal container UC frequently work in more than one service territory the current scheduling policy looks only at primary territory while us still want to optimizer to use the service resource primary when scheduling, UC also wants the scheduling policy to look at the resources secondary services territory. Which two scheduling policy changes should a consultant recommend? Choose 2 answers. Includes the match territory work rule. Remove the match territory work rule. Select working location enable primary on the working territories work rule. Deselect working location primary on the working territories work rule.

Universal Containers has a call center that responds to requests from customers and schedules time for Field Service Engineers (FSEs) to perform work on assets owned by the client. Call Center Agents are responsible for booking appointments. Which permission set license should be assigned to the Call Center Agents?. FSL Resource License. FSL Admin License. FSL Agent License. FSL Dispatcher License.

Universal Containers (UC) wants to track the Asset lifecycle when equipment has been swapped out. What should a Consultant recommend to meet this requirement?. Add the field history tracking related list to the Asset Page and configure the Product Request object. Add the Related Asset related list to the Asset Page and configure the Product Request object. Add the Related Asset related list to the Asset Page and configure the Asset Relationship object. Add the field history tracking related list to the Asset Page and configure the Asset Relationship object.

Universal Containers wants Technicians using the Salesforce Field Service mobile app to indicate when Service Appointments are at risk of late completion. What should a Consultant recommend to meet this requirement?. Post to the Service Appointment Chatter feed. Change the Status field on the Service Appointment. Adjust the Scheduled End field on the Service Appointment. Update the In Jeopardy field on the Service Appointment.

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

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

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

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?. Configure the dispatcher user timezone to be the same as the territories they manage. Set the Dispatch Console to display in the User Timezone in the Field Service Settings. 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.

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

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 Start, Arrival Window End. Scheduled Start, Scheduled End.

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?. 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. Push Reschedule notifications Service Resources using the Salesforce Field Service mobile app. Configure a new Scheduling Policy to change Service Appointments.

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

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 a single level in a Work Order Hierarchy and a single level 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. There is more than one level in a Work Order Hierarchy and more than one 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.

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 Object to accomplish this?. A Visualforce page. A Quick Action. A custom button. A Macro.

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 separate Work Order Line Item. Create a Service Appointment for each Line Item. Add each Asset to a separate Work Order. Create a Service Appointment for each Work Order. Add each Asset to a separate child work order. Create a Service Appointment for the parent Work Order. Add each Asset to a separate Work Order Line Item. Create a Service Appointment for the Work Order.

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 mobile app. What would prevent action from displaying in the Field Service mobile app?. The quick action for the app extension was not configured in Field Service mobile settings. Object specific quick actions are only available in the Field Service mobile app. The actions were missing on the Salesforce Classic Publisher section on the page layout. Action types of Create a Record are unavailable on the Field Service mobile app.

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

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

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?. Create a service appointment for the work order to ensure one resource handles the job and use auto schedule. Create two service appointments with a dependency to ensure the same start of both. Create a service appointment for each line item and use bulk scheduling to schedule he appointments. Relate both line items to a service appointment and use the candidate quick action to schedule.

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?. Quick Actions that launch Flow on Cases, Work Orders and Service Appointments with required fields. Lightning Component with required fields to update the Case, Work Order and Service Appointinent. Process Builder on Case to update the Service Appointment and Work Order. Quick Action on the Work Order that launches a Flow to update the Work Order Case, and Service Appointment.

One of Universal Containers customers reported that the Technician sent to their site left without cleaning up the work area afterward. How can Universal Containers 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. Create a new Work Order Validation Rule. Assign the Technician to a new Service Territory.

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

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

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?. Cases and Work Orders. Work Orders only. Parent/Child Work Orders. Cases Only.

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?. Only the Primary sets related list on the Asset object. Both the Primary Assets and Related Assets related lists on the Work Order 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.

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

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. Three Service Territories with fewer than 50 resources. Two Service Territories that split the Service Resources evenly.

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 comes in large barrel containers and has been added as a product to the price book. Installation jobs use a very small amount of sealant, so technicians divide the large barrels into smaller-sized containers to avoid having to carry around so much 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. Ensure the unit of measure on the product and the product required record are the same. Instruct the technicians to use the original barrel containers since smaller sizes cannot be. Utilize unit of measure or quantity on the product required since field service does not recognize both.

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, use the "Edit" action and locate the Resource. Select a Service Appointment from the list and use the "Schedule" action. Select a Service Appointment from the list, use the "Change Status" action and "Dispatch.".

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

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

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 two Service Crews. Create a single Service Appointment. Create a work rule with two required skills. Create a crew with two Technicians.

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 to represent the preventative maintenance on the Asset. Work Order Line Items to represent the different operations. Service Appointment to represent the visit. Work Order to represent the preventative maintenance the Asset. Service Appointments to represent the different operations. Work Order Line Item 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.

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.

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?. Estimated Travel Tim, Minimize Travel. Street Level Routing Default Travel Speed. Minimum Grade, Default Operating Hours. Travel Speed Unit, Actual Travel Time.

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 two Service Appointments and assign two different Resources. Create one Service Appointment and schedule two Resources. Create one Service Appointment and add two Required Resources.

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

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

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

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?. Establish a Maintenance Plan for the products. 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.

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 Contractors' experience?. Assign Contractor 1 and 2 different capacities for repair work. Assign Contractor 1 as a Preferred Resource. Assign Contractor 1 and 2 different Skill Levels for repair Work Type. Assign Contractor 2 as an Excluded Resource.

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 should the Consultant recommend?. 100 Contractor 100 Contractor Plus. 25 Contractor 100 Contractor Plus. 75 Contractor 25 Contractor Plus. 25 Contractor 75 Contractor Plus.

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

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

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. Page Layouts. Field Sets.

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?. Update the Service Crew on the Sence Appointment's Work Type. Edit the Service Appointment and add a new Service Resource. Create a new Service Appointment with a different Crew. Use the Crew Management tool to add Service Resources to the Crew.

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 as serialized inventory and the installation kits as unserialized inventory. Create the products and the installation kits as serialized inventory. Create the products and the installation kits as unserialized inventory. Create the products and the installation kits as a single serialized product.

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

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?. Service Appointment Generation Method - One Service Appointment per Work Order Line. Work Order Generation Method - One Work Oner Line Item per Asset. Work Order Generation Method - One Work Order per Asset. Service Appointment Generation Method - One Service Appointment per Work Order.

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 Group Nearby action on the new appointment. Use the Reschedule action on the existing appointment. Use the Reshuffle action on the new appointment. Use the Flag action on the new appointment.

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?. A Product related list on Assets. Field History Tracking Assets. A Work Order related list on Assets. Custom fields for change tracking on Assets.

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

Universal Containers wants to invoice its 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 Assets and Products. Use Opportunity Line Items and Price Books. Use a custom object and Assets. Use Products and Price Books.

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 each step?. Relate the Time Sheet Entries to the Work Order Line Item. Relate the Time Sheet to the Work Order Line Item. Relate the Time Sheet to the Service Appointment. Relate the Time Sheet Entries to the Service Appointment.

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 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 Complete. Create a new Work Type and Service Appointment for the follow-up trip. 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 Work Order and service Appointment for the follow-up trip.

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 Service Resource. Products Required for Work Order Line Items. Products Required for Work Orders. Products Require for Service Appointments.

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?. 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. Drag the Service Appointment to other available Resources and run Optimization. Change the Scheduling Policy to "High Intensity" and activate the Background Optimization process.

Each door lock that Universal Containers (UC) sells has a unique 20 digit code. The code represents the anstecturer, 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 item or each door lock utilizing standard fields. Create a product item and enter the Technicians lock quantity. Create a product item and enter the serial numbers in the related list.

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

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

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 Service Appoiment for the new date. Create a new Work Order and Service Appointment. Create a new Service Appointment on the original Work Order. Reschedule the Work Order for the new date.

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. Change the time zone on the Service Territory Member's user record to match the Service Territory's time zone. Subtract one hour from the start and end times on the Service Territory. Add one hour to the start and end times on the Service Territory.

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. Hours. Skills. Territory. Resources.

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. Create one service appointment assigned to the Service Crew record. Create one work order. Create two service appointments, one for each service crew member. Create one work order with two line tems. Create one service appointment for each line item for each crew member.

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 Type and Work Order for each Asset being serviced. Product Consumer for all Assets being serviced and a Work Order Line Item for each. Create a Work Order and Work Order Line Item for each Asset being serviced. Create a Work Type to automatically create relevant line items for each Asset.

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 appointments?. Build a Workflow Rule. Configure an Auto Dispatch Scheduled Job. Enable Drip feed Dispatch. Create an Apex Trigger.

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?. Cases and Work Orders. Cases Only. Parent/Child Work Order. Work Orders only.

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 Appointment. Service Report. Work Order. Work Type.

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 appointments dispatched to them?. Configure a sharing rule to share dispatched service appointments with the a signed. Create a process to change the owner of the service appointment to the assigned technician. Enable the sharing features in the Field Service settings in the Setup menu. Create a user territory for the technicians' primary and secondary territories.

A universal container customer is having issues with three containers at the customer's site. Each container is tracked as an asset on the customer’s account Which two methods should Consultants recommend to ensure the service with each? container can be handled independently?. Add each asset to a separate work order line item. Create a service appointment for the work orders. Add each asset to a separate child work order. Create a service appointment for the parent work order. Add each asset to a separate work order line item. Create a service appointment for each line items. Add each asset to a separate work order. Create a service appointment for each a. work order.

Geolocation tracking is enabled for universal container's for technician but should apply to full time employees. How can Geolocation tracking for contractors to be disabled?. Add the exclude technician from Geolocation tracking permission to a permission set and assign it to a contractor. Unchecked the collect service resources Geolocation history field in field service mobile settings. Unchecked the geocoding field on the contractor's profile. Set the Geolocation update frequency field to zero for contractors.

Universal Container (UC) is rolling out inventory management to better manage parts and inventory. UC wants to automatically associate certain parts and products to work orders on creations based on the work to be performed. How should the Consultant meet this requirement?. Add product to the products required related list on the asset object. Add product to the products required related list on the work type object. Add product to the work order products related list on the work type object. Add product to the work order products related list on the asset object.

Upon arrival for the service appointment, technician report a team of people is required to resolve the issue How can the dispatcher ensure the required resources are assign to the issue?. Create a new work order and assign a crew. Create a new service appointment and assign to crew. Assign the existing service appointment to the crew. Assign the existing work order to crew.

Some technicians report that they are unable to login to the field service lightning mobile app. The Consultant confirmed that the technician has field service lightning resource license and field service lightning resource permission assign to them How should a consultant provide access to FSL mobile app?. Assign a permission set. Modify the user profile. Update the public group membership. Modify the user record.

Universal Containers want to track the time a service resource spends on each step of a more complex repair job. This time could include travel, prep and on site time How could a service resource's timesheet be configured to track the total time spent on each step?. Relate the timesheet entries to the work order line time. Relate the timesheet entries to the service appointment. Relate the time sheet to the service appointment. Relate the time sheet to the work order line item.

Universal container is evaluating a strategy for reducing the cost of service using the automated scheduling. Which two approaches will contribute to this goal?. Reduce the travel time per work order. Reduce the overtime per work order. Reduce the number of territories. Reduce the work order per shift.

Northern Trail outfitters (NTO) want to track the report on individual tasks completed, including part consumed and pricing details, as part of the work order completion process. NTO want to schedule one or multiple tasks to the different technician as needed. How should the consultant meet the requirements utilizing the standard field service lightning data model?. Create work order line item, each with its own child service appointment. Create a multiple service appointment, each with its own child task records. Create a multiple service appointment each with its own child work order line item. Create a custom object records, each with its own child service appointment.

Universal Containers wants to track technician van stock and consigned products. How can this will be accomplished using the field service lightning standard object model?. Service resources will track van stock. Location will track time and customer sites. Location will track van stock. Account will track consigned products. Service resources will track van stock. Products consumed will track item at customer's site. Location will track van stock and items at customer's site.

Technicians at Universal container use the field service lightning mobile app at a customer site. After completing the work technician updates the service appointment status to complete and save the records. Dispatcher see the appointment as dispatched on the console instead of seeing the complete status update Which two troubleshooting steps should a consultant take to resolve the issue? Choose 2 answers. Conform the technician mobile device is online. Investigate work order life cycle. Verify the dispatcher ran the service appointment data job. Review service appointment automation.

Optimization for the Midwest 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 noticed that the optimization service run time per service appointment is set to low in field service settings. Which two conditions should make the consultant consider setting the optimizer too high? Choose 2 answers. The scheduling policy used field is blank. The scheduling policy is producing too many candidates that qualify for each service appointment. Most service appointment have the same priority. The calculate travel and breaks field service setting is disabled for the service resource availability work rule.

Universal Containers requires trained inspectors to make 3 site visits per year to inspect the container customers' sites. These visits must be scheduled within 14 days of inspection due date. What are two ways a Consultant can configure maintenance plans to meet the requirements? Choose 2 answers. Auto generate work order with a 14 days generation horizon. Associate work type called site to maintenance plan. Associate a required skill call site visits to maintain plans. Auto generate work order with 14-day generation time frame.

Universal Containers (UC) wants to create a new scheduling policy that takes into account the technician assigned to customers account and then considers a resource from the customer group of preferred technician UC also wants to consider only technician with 50 miles of schedule work. Which two items should a consultant include in the scheduling policy to meet this requirement?. Minimize travel service objectives and resources priority services objectives. Maximize travel from home and working territories. Required resources and maximum travel from home. Minimize travel service objective and preferred resource services objectives.

Universal Containers want to schedule delivery using field service lightning. Each delivery requires that an installation and safety inspection be performed by different technicians during the same visit. The safety inspection needs to be executed after the installation is completed How should the Consultant use complex work to meet this requirement?. Define start after finish and same day dependencies. Define a same start dependency. Define same resource and start dependencies. Define start after finish dependencies.

Universal Containers 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 part used, and time spent on each machine when dispatching a technician. How should consultants meet these requirements?. Work order will have multiple service appointments. Each service appointment will be linked to the asset. Each account will have a service appointment that will represent the work to be done at customer site. Work order will have multiple work order line item each work order line item will be link to the asset and have a service appointment. Each asset will have a service appointment that will represent work order needed each machine.

Universal container typically performs installs, break-fix, and inspection for all clients. The service manager wants to create a template for common work requests. What should a consultant implement to assist the dispatch team?. Work type line items for install, break-fix, and inspection. Work order Business process for install, break-fix, and inspection. Work order custom fields to define install, break-fix, and inspection. Work type and skill requirements for install, break-fix, and inspection.

Universal Containers provides maintenance and emergency services to its customers. Sending technician emergency call during the day causes long travel time and reduces the number of appointments that a technician can complete Which features should a consultant use to reduce and increase technician productivity?. Resource schedule optimization. Reschedule appointment. Fix overlaps. Fall in schedule.

Universal container provides multiple service types (i.e installation, maintenance, Break/fix). Each service requires a variety of skills and certification for resources to excel. Which two configurations should a consultant implement to meet the requirements?. Use work type with required skills. Assign the appropriate skill to resource. Select the relevant work type for each resource. Create a multiple work order line per service.

Universal container wants to ensure the technician has the correct equipment before arriving at a job site. Which two considerations should the consultant take into account when configuring field service lightning? Choose 2 answers. Quantity and and unit of measure are required when adding a required product. Validation rule and triggers created on work order and work order line-item objects are automatically recreated for work. Required product must be added to both work order and all work order line items. Work type can be configured to include required products on the work order and work order line item.

The org-wide default sharing for a service appointment is set to be private. If service appointment is cancelled, which users will have visibility to record?. Assigned resources, owner of service appointment and member of user territory. Assigned resources, owners of service appointment and member of service territory. Owner of service appointment and member of service territory. Owner of service appointment and member of user territory.

Universal Containers want to track the full lifecycle of an installed product, including when a swap is needed as part of a service order. Which steps technicians follow to report that a substitute asset is installed?. Mark installed asset as "shipped" - create a new product - relate the product to the asset. Mark installed asset as "obsolete"- create a new product - related the product to asset. Mark installed asset as "shipped" - create new assets - create a new asset of relationships type = "shipment". Mark installed asset as "obsolete"- create a new product - create a new asset of relationships type =" replacement".

Universal Container has enabled field service lightning and want to enable milestones for work order What should a consultant take into consideration?. Creating milestones for word orders requires an entitlement for case. Creating milestones trackers requires a custom lightning component. Creating entitlements for work orders requires a custom lightning component. Creating entitlement for class and work order must be separated.

Universal Containers wants to make to easier for its managers to monitor prevention maintenance work order using dispatcher console. Which two filtering options should manager use to find the appropriate work order? Choose 2 answers. The dispatcher console map and filter the list to show only desired service appointment. The prevention maintenance Gantt and filter the list to show only desired work orders. The dispatcher work order polygons and filters the list to show only desired service appointment. The dispatcher console appointment list and filter the list to show only desired service appointment.

Universal Containers needs to verify that a repair job has been completed to the customer satisfaction before an invoice can be generated Which two items should the consultant consider? Choose 2 answers. Generate service in the organization's default language. Send a feedback survey to the customer when a service appointment is completed. Configure signature blocks for service report templates. Add service reports templates to the appropriate repair work type.

Universal Containers is implementing work order management to better the support its clients. Choose 2 answers. Create work skills using the fsl lightning Managed package wizard. Assign the skills to service resources. And the skill to work type and work order. Create the work skill using setup. Manually assign the skills to service resources. Create the work skills using the FSL lightning web component. Assign the skill to service resources add the skill to work type. Create the work skills using the guided setup wizard. Assign the skill to service to service resources using guided setup.

Universal Container want to track technician van stock using the field service lightning mobile app and ensure the technician report when part is used. Which three data elements should a consultant recommend tracking to support this requirement? Choose 3 answers. Products required. Inventory. Mobile locations. Warehouse locations. Product consumed.

When the universal container UC technician installed a product at a customer site the technician must perform all future work for that customer Which process should the consultant use to meet the requirements?. Add the resources as a required resource on the contact. Add the resources as a required resource on the work order. Add the resources as a required resource on the asset. Add the resources as a required resource on the account.

An extreme weather situation impacts both the volume of work and number of available resources at universal container. Which approach should a consultant recommend to realign available resources with? open work?. Resource Schedule optimization. Global optimization. Emergency scheduling. Customer first scheduling.

Universal container wants to offer customers a maintenance plan that provides 12 monthly checkups the customer will call to schedule each visit. How should consultant configure the maintenance plan to meet the requirements?. Set frequency to 1 month; generation time frame 0; Check auto generate work order. Set frequency to 1 month; generation time frame 0; uncheck auto generate work order. Set frequency to 1 month; generation time frame 12; uncheck auto generate work order. Set frequency to 1 month; generation time frame 12; Check auto generate work order.

Universal Containers technicians have 12 mandatory company holidays each calendar year. Technician need view all of their absence records at once. Which two applications should a consultant recommend to meet this requirement? Choose 2 answers. Salesforce browser-based applications. Custom mobile applications. Field service lightning mobile applications. Salesforce mobile applications.

Universal Containers want to dispatch group of service appointment to there technician the number of service appointment dispatched at the time varies among different services territories. Which two settings should a consultant enable to ensure the service appointments are dispatched correctly?. Set the number of services to drip feed on the service territories. Set the service appointment to dispatch in the field service settings. Enable sharing or dispatch service appointments. Enable drip feed dispatching in field service settings.

Which two features on the dispatcher console should the consultant use to visualize rules violating service appointments? Choose 2 answers. Gantt. Gantt Map. Appointment List. Color Palettes.

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?. Utilize a custom global price book and add price negotiated products as price book entries. Create customer specific price books and add all products as price book entries. Customer specific price books and add only price negotiated products as price Create book entries. Utilize a custom global price book and add all products as price book entries.

Universal Containers wants to provide a view of emergency work that is only visible to dispatchers What should the consultant do to meet the requirement?. Custom gantt filter. Custom lightning component. Custom report in a private report folder. Custom list view.

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. Leverage the match skills work rule when scheduling appointments. Create skills that relate to qualifications from setup and assign them to a service resource. Leverage the match skills scheduling policy when scheduling appointments. Create skills that relate to qualifications from the skills tab end assign them to a service resource.

Universal Container (UC) sells shipping Containers and container parts. UC wants to track each customer's container and associated part for field servicing, sales, and reporting purposes Which solution should a Consultant recommend to relate the part to a customer container?. Add the container as an asset on account and make the part internal assets. Add the container as product on the account and part to the child product related list. Create a hierarchical relationship between the parent product container and the child part product. Create an asset hierarchy on account with container as root asset and part as the child assets.

Universal Containers provides installation services for each of its products. Each product requires different number of times, and a different sets of installation tasks. How should a consultant configure field service lightning to support this service?. Use the work type to define the installation services for each product- use work order to track work for each customer - use service appointment to assign the work. Use cases to define the installation services for each product - use service appointment to track the work for each customer- use work order to assign the work. Use service appointment to define the installation services for each product - use work order to track order for each customer use task to assign the work. Use work order to define the installation services for each product use work type to each work - use work type to track work for each customer - use service appointment to assign the work.

Universal Containers wants to report on the volume of products installed within a specific timeframe. Which solution should the consultant utilize to meet the requirement?. A work order related list on asset. A custom installation date field on products consumed. Field history tracking on asset. The standard installation date field on asset.

Universal Containers wants to dispatch emergency work identified throughout the day that needs to completed before lower-priority work. What should the consultant recommend to meet this requirement?. Create a custom Gantt action to call an apex class to reschedule appointments. Write a batch apex class to unscheduled low priority work orders. Define a global optimization job to run hourly. Apply the reshuffle action within the Gantt.

Universal Containers outsources 100 hours of weekly maintenance to an external contractor. Jobs are assigned to a contractor manager instead of individual external technicians. The contractor manager is in charge of updating service appointments and work orders upon completion. How should a consultant implement the requirement?. Set the individual technicians as capacity-based service resources. Create the individual technicians as service crew members. Create the contractor manager as a crew service resource. Set the contractor manager as a capacity-based service resource.

A customer makes one appointment for the sales department, and another appointment for the service department. The tow appointments should be handled on the same day, but should be created as separate appointments. In addition, the technician must complete one appointment before starting the next. The agent wants to make sure these tow appointments are scheduled together and in sequence. Which three things should the consultant verify to ensure these requirements are simultaneous scheduling will occur? Choose 3 answers. The same resource and same day fields appear on the service appointments page layout. The complex work visual force page is added to the service appointments page layout. A dependency has been created between the two appointment and the start time are the same. The checkbox uses all-or-none scheduling for related appointments in field service setting is selected. The dependency type is set to start after finish and day on the service appointment in the dependency.

An agent has to create a work order for a complex installation. A work order line item is created 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 other is on the U.S price book. Which solution should a consultant recommend so the agent can meet this requirement?. Create one work order for each price book and add work order line items to the appropriate work order based on its price book. Create one work order and override the price on work order line items for products on the preferred price book. Create one work order for each price book and use work types to assign the price book to work order line item. Create one work order and add work order line items based on the price book selected on the work type.

Universal Containers needs a team to perform periodic maintenance on the most complex products. Which feature should the consultant configure to meet this requirement?. Preferred resource. Required resource. Technicians with required skill. Service crew.

What sheet entries can be associated to which two objects? Choose 2 answer. Work order line item. Assigned resources. Service resource. Work order.

Universal Containers wants to assign service appointments based on the polygon of the child service Territory in the hierarchy. How should a consultant assign service appointments to the polygon?. Set the polygon assignment policy to the highest level. B. Set the territory assignment policy to the lowest level. Set the territory assignment policy to the highest level. Set the polygon assignment policy to the lowest level.

Universal containers (UC) wants to standardize the process that process that agents use to create and maintain work orders which will help new agents ramp up more quickly and improve data quality and consistency. UC wants key fields, agent instructions and best practices displayed at each step of the Service process on the work order. What should the consultant implement to meet this requirement?. Add a lightning component to work orders. Enable path for work orders. Enable knowledge on work orders. Add compact layouts to work orders.

Universal containers wants to identify which resources need more or fewer appointment. Which Gantt chart filter option should a consultant recommend to provide this information?. Select date resolution on the hours tab. Select hours absences and overtime on the utilization tab. Select sort by average utilization on the resources tab. Select travel time and breaks as skills on the skills tab.

Universal Containers want technicians to view work progress through the work order line-item card in the field service lightning mobile app. Which configuration steps should a consultant take to meet this requirement?. Add the work order line items related list of the work order page layout and assign the layout to the technician ‘s profile. Create a custom visual force page and add an external link in the field service lightning mobile app to view the page in the mobile browser. Create a custom lightning component that displays work order progress and deploy it to technicians through the field lightning mobile app. Create a report chart that summarizes work order line items and add a link to the service appointment layout.

An inventory manager at universal containers wants to better understand the distribution of a critical and expensive part across all Inventory locations as the is reused and restocked. What should the consultant leverage to meet this requirement?. Assets. Entertainment plan. Product item. Maintenance plan.

Universal Containers want 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?. Work order record types. Entitlements. Work types. Entitlement templates.

Which work rule should a field service lightning consultant use to assign service resources based on related object records?. resource availability. extended match. match field. required resources.

Northern Trail Outfitters (NTO) wants to improve costume satisfaction by setting expectations around upcoming appointments. When designing the costume service representative’s user interface, in most cases which tow fields should be shared with the costumer about an upcoming appointment? Choose 2 answers. Scheduled End. Arrival Window Starts. Arrival Window End. Scheduled Start.

When completing a work order in the field, the technician needs to capture two signatures to ensure compliance. Which steps are needed to configure the signatures capture?. Create relevant signature types and add signature blocks to the service report template. Create two service reports and add one signature block to each. Create a flow that adds tow signature blocks when the service report is generated. Create two costume fields for the service appointment and use flows to capture each signature.

Universal containers just started its field service implementation and is configuring service territories and locations. Need to be associated to territories. In which two ways should the consultant show this relationship? Choose 2 answers. Create the service territory location as a location lookup field. Add the service territory location related list on the location page layout. Add the service territory location related list on the service territory page layout. Create the service territory location as a service territory lookup field.

Universal Containers are implemented field service lightning and wants to make are the dispatch team receive work orders with appropriate resources and knowledge article requirement is defined. What should a consultant recommend to achieve this requirement?. Skill requirement work type and case process. Work type skill routing skill requirements operating house and data categories. Case process work types and record types. Work types and skill requirements.

Universal Containers technician may be assigned to jobs with arrival window to meet the costumer appointment time preference technicians are also assigned to jobs without a preferred appointment time. In which two ways should the consultant define operation house to meet this requirement? Choose 2 answers. When service resources are available for work. The maintenance plan for account. The due date of the service appointment. The time slots for appointment booking.

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? Choose 2 answers. Define “cannot complete” as a pinned status for auto-dispatch services. Define “cannot complete” as a pinned status for scheduling and optimization services. Ensure that status transitions are configured to prevent the update from “cannot complete” to “none’. Ensure that status transition are configured to allow the status update from “cannot complete” to “scheduled”.

Universal containers technicians frequently need to request more parts from another inventory location when stock runs low. How can universal container technicians achieve this for each product requested?. Create a work order line item and a product request line item. Create a product request and a product request line item. Create a product consumed and a product request line item. Create a shipment and a product request line item.

Northern trail outfitters (NTO) asks its clients for feedback on every service visit. NTO wants to dispatch the appropriate technicians based on customer feedback. What are tow ways the consultant can meet this requirement? Choose 2 answers. Configure and add excluded and required required resource business objectives to scheduling policies. Configure customer preferences on the service resource record. Configure resource preferences on the account or work order. Configure and add excluded and required resource work rules to scheduling policies.

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. Select the new policy as the scheduling policy for the scheduled optimization job. Create a custom quick action for booking appointments and candidates that use the new scheduling policy. Create a new scheduling policy that includes service objectives in this order: minimize overtime, minimize travel, preferred service resource, skill level, resource priority, asap. Create a new scheduling policy that includes service objectives in this order: ASAP, Resource Priority, skill level, preferred services resource, minimize travel minimize overtime.

Universal Containers wants to track when technicians need to visit a customer site multiple times to resolve an issue. How should a consultant configure this using a single work order?. Create a new work order line item for each site visit. Create a new product consumed for each site visit. Create a new child work order for each site visit. Create a new service appointment for each site visit.

Universal Containers wants to optimize a fleet of 200 service vans in metropolitan areas with heavy traffic congestion. Which three factors should the consultant consider when recommending a routing option? Choose 3 answers. Aerial routing is used if a service appointment requires a travel distance of more than 200 kilometres. Street level routing incorporates Google map api and run faster than aerial routing. Aerial Routing is used if a service appointment requires a travel distance of more than 100 kilometres. Aerial routing computes the shortest distance between two locations bassed on a straight-line route. Multiday work schedule only aerial routing.