Master Salesforce FS-Con-101: Field Service Consultant Certification Made Simple
Service resources at universal container UC frequently work in more than one
serviceterritory 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
Correct : A, D
The match territorywork rule is used to match service appointments to service resources based on their assigned territories. Deselecting working location primary on the working territories work rule allows considering secondary territories as well as primary territories when matching service appointments to service resources. Removing the match territory work rule would ignore territories when scheduling service appointments. Selecting working location enable primary on the working territories work rule would only consider primary territories when matching service appointments to service resources. Reference:https://help.salesforce.com/s/articleView?id=sf.fs_work_rules_overview.htm&type=5
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Universal Containers hasdiscovered 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 TWO answers
Correct : C, D
Creating a new Service Appointment on the original Work Order is the bestoption because it will allow Universal Containers to track the work that was done on the initial visit and the work that needs to be done on the return visit. Rescheduling the Service Appointment for the new date is also a good option because it will allowUniversal Containers to track the date and time of the return visit.
The other two options are not as good because they will not allow Universal Containers to track the work that was done on the initial visit. Creating a new Work Order and Service Appointment would create a new record for the return visit, which would not be linked to the original Work Order. Rescheduling the Work Order for the new date would reschedule the entire Work Order, including the initial visit, which would not be accurate.
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An employee at universal container performs the role of a dispatcher and a
technician
Howshould a consultant configure the field service lightning to support this
behavior?
Correct : A
Service Resources are records that represent the people or equipment that perform field service tasks[53]. Permission Set Licenses are licenses that grant users access to specific features such as Field Service Dispatcher Console or Field Service Mobile App[54]. Creating one service resource and assigning the relevant permission set license would allow an employee at Universal Containers to perform both dispatcher and technician roles using one record and one license. Creating two skills records and assigning them to service resources record would not affect their roles or accessto features. Skills are records that define specific abilities or qualifications that service resources have[55]. Creating two service resources and assigning them to the employee would create duplicate records and require two licenses for one employee. Creating one service resource and assigning the technician and dispatcher role would not work because roles are not fields on the service resource object. Reference: https://help.salesforce.com/s/articleView?id=sf.fs_service_resources_overview.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.fs_permission_set_licenses_overview.htm&type=5https://help.salesforce.com/s/articleView?id=sf.fs_skills_overview.htm&type=5
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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?
Correct : A
This option allows creating a service resource that represents a group oftechnicians who work together on the same service appointment. Reference:https://help.salesforce.com/s/articleView?id=sf.fs_crew_management.htm&type=5
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Ursa Major Solar tracks installed products using the Salesforce Asset object. Each individual solar panel is treated separately. To save money on service calls, many times customers will wait to have a technician come onsite until there are multiple panels that need servicing.
How should the callout for multiple panels be treated in Salesforce?
Correct : C
Work order line items are used to track individual products or services that are part of a work order. By creating a work order line item for each installed product that needs servicing, the system can track the status and completion of each product separately.
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Total 163 questions