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Universal Containers wants to track Technicians' van stock using the Salesforce Field Service mobile app a ensure that Technicians report when parts are used. Which three data elements should a Consultant recommend tracking to support these requirements? Choose 3 answers
A. Inventory
B. Warehouse Locations
C. Products Consumed
D. Products Required
E. Mobile Locations
Explanation:
Inventory is used to track product quantities in different locations such as warehouses or
vans. Products Consumed are used to report when parts are used by technicians during
service appointments and adjust inventory levels accordingly. Mobile Locations are used to
track inventory in technicians’ vans or trucks using geolocation data from their mobile
devices. Warehouse Locations are used to track inventory in fixed locations such as
warehouses or depots using address data from their records. Products Required are used
to request products from inventory for a service appointment, but do not ensure that
technicians report when parts are used.
References:
https://help.salesforce.com/s/articleView?id=sf.fs_inventory_overview.htm&type=5
https://help.salesforce.com/s/articleView?id=sf.fs_products_consumed.htm&type=5
https://help.salesforce.com/s/articleView?id=sf.fs_mobile_locations_overview.htm&type=5
Technicians earn certifications that must be renewed periodically to ensure their skills remain up to date. How can these certifications be managed on the Resource?
A. Add the Resource Skill and track certification using reminder.
B. Add the Resource Skill and create Absence once expired.
C. Add the Resource Skill and remove from the Service Territory once expired.
D. Add the Resource Skill and set the End Date.
Explanation:
This option allows the Resource Skill to expire when the certification expires, and prevents
the resource from being scheduled for jobs that require that skill.
References:
https://help.salesforce.com/s/articleView?id=sf.fs_resource_skills.htm&type=5
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
A. Define “cannot complete” as a pinned status for auto-dispatch services.
B. Define “cannot complete” as a pinned status for scheduling and optimization services.
C. Ensure that status transitions are configured to prevent the update from “cannot complete” to “none’.
D. Ensure that status transition are configured to allow the status update from “cannot complete” to “scheduled”.
Explanation:
Pinned statuses prevent service appointments from being rescheduled or
unscheduled by scheduling and optimization services3. Status transitions define the valid
status changes for service appointments based on business rules.
References: 3
https://help.salesforce.com/s/articleView?id=sf.fs_pinned_statuses.htm&type=5
https://help.salesforce.com/s/articleView?id=sf.fs_status_transitions.htm&type=5
Org-Wide Default sharing is set to Private in a Salesforce org. If the Field Service Lightning User Territory feature is enabled, which three objects will be visible to users who are part of the User Territory? Choose 3 answers
A. Accounts
B. Service Resources
C. Work Orders
D. Resource Absences
E. Work Types
Explanation:
Service Resources are records that represent the people or equipment that
perform field service tasks[143]. Work Orders are records that track customer requests for
service such as repairs or maintenance[144]. Resource Absences are records that mark
resources as unavailable for work for specific time periods due to sickness, vacation, or
other reasons[145]. If the Field Service Lightning User Territory feature is enabled, these
three objects will be visible to users who are part of the User Territory by default[146].
Accounts are records that represent companies or individuals involved in business with an
organization[147]. Work Types are records that define the standard tasks and duration for a
specific type of work[148]. These two objects will not be visible to users who are part of the
User Territory by default unless sharing rules are configured[149].
References:
https://help.salesforce.com/s/articleView?id=sf.fs_service_resources_overview.htm&type=5
https://help.salesforce.com/s/articleView?id=sf.fs_work_orders.htm&type=5
https://help.salesforce.com/s/articleView?id=sf.fs_resource_absences_overview.htm&type=
5
https://help.salesforce.com/s/articleView?id=sf.fs_user_territories_overview.htm&type=5
https://help.salesforce.com/s/articleView?id=sf.account.htm&type=5
https://help.salesforce.com/s/articleView?id=sf.fs_work_types_overview.htm&type=5
https://help.salesforce.com/s/articleView?id=sf.fs_user_territories_sharing_rules.htm&type=
5
Universal Containers wants to ensure that inventory needed for repair jobs is tracked and managed so Technicians have the material for their jobs. Which two ways should a Consultant recommend tracking these inventory requirements in Salesforce? (Choose two.)
A. Products Required for Work Orders
B. Products Required for Service Appointments
C. Products Required for Work Order Line Items
D. Products Required for Service Resources
Explanation:
These two ways should be recommended to track these inventory
requirements in Salesforce, as they allow specifying which products are needed for work
orders or work order line items and updating the inventory accordingly. References:
https://help.salesforce.com/s/articleView?id=sf.fs_products_required.htm&type=5
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