Universal Containers wants to offer customers a Maintenance Plan that provides 12 monthly checkups. The customer will call to schedule each visit. How should a Consultant configure the Maintenance Plan to meet this requirement?
A. Set Frequency to 1 Month; Generation Timeframe of 1; check Auto-generate work orders.
B. Set Frequency to 1 Month; Generation Timeframe of 12; uncheck Auto-generate work orders.
C. Set Frequency to 1 Month; Generation Timeframe of 12; check Auto-generate work orders.
D. Set Frequency to 1 Month; Generation Timeframe of 1; uncheck Auto-generate work orders.
Explanation:
Frequency is a field on the Maintenance Plan object that defines how often
work orders should be generated from maintenance plans such as daily, weekly, or
monthly[228]. Generation Timeframe is a field on the Maintenance Plan object that defines
how many work orders should be generated from maintenance plans at a time such as 1,
2, or 12[229]. Auto-generate work orders is a field on the Maintenance Plan object that
enables or disables the automatic generation of work orders from maintenance plans[230].
Setting Frequency to 1 Month; Generation Timeframe of 12; uncheck Auto-generate work
orders would allow Universal Containers to offer customers a Maintenance Plan that
provides 12 monthly checkups where the customer will call to schedule each visit by
creating maintenance plans that generate one work order per month for 12 months but do
not generate them automatically until the customer calls[231]. Setting Frequency to 1
Month; Generation Timeframe of 1; check Auto-generate work orders would not allow
Universal Containers to offer customers a Maintenance Plan that provides 12 monthly
checkups where the customer will call to schedule each visit. It would create maintenance
plans that generate one work order per month for one month and generate them
automatically without waiting for customer calls.
Setting Frequency to 1 Month; Generation
Timeframe of 12; check Auto-generate work orders would not allow Universal Containers to
offer customers a Maintenance Plan that provides 12 monthly checkups where the
customer will call to schedule each visit. It would create maintenance plans that generate
one work order per month for 12 months and generate them automatically without waiting
for customer calls. Setting Frequency to 1 Month; Generation Timeframe of 1; uncheck
Auto-generate work orders would not allow Universal Container
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?
A. Create a Shipment and a Product request line item.
B. Create a Product Consumed and a Produc request line item.
C. Create a Product Request and a Product request line item.
D. Create a Work Order Line Item and a Product request line item.
Explanation:
This option allows creating a record to request products from another inventory location
and adding product request line items for each product requested.
References:
https://help.salesforce.com/s/articleView?id=sf.fs_product_requests_overview.htm&type=5
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 TWO answers
A. Create a new Work Order and Service Appointment.
B. Reschedule the Work Order for the new date.
C. Reschedule the Service Appointment for the new date.
D. Create a new Service Appointment on the original Work Order.
Explanation:
Creating a new Service Appointment on the original Work Order is the best option 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 allow Universal 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.
A technician reported that the travel time calculated between appointments is often two short because job delays throughout the day. Which setting should a consultant consider to improve travel time accuracy?
A. Minimum grade, default operating hour
B. Estimated travel time, minimize travel
C. Travel speed unit, actual travel time
D. Street level routing, Default travel speed
Explanation:
Street Level Routing is a feature that calculates travel time between service
appointments based on actual road distance and traffic conditions[131]. Default Travel
Speed is a setting that defines the average speed of resources when traveling between
service appointments[132]. Using Street Level Routing and Default Travel Speed would
allow improving travel time accuracy by taking into account real-time road conditions and
resource speed. Minimum Grade, Default Operating Hour would not affect travel time
accuracy. Minimum Grade is a setting that defines the minimum skill level required for
resources to be matched with service appointments[133]. Default Operating Hour is a
record that defines the default working hours for resources[134]. Estimated Travel Time,
Minimize Travel would not affect travel time accuracy. Estimated Travel Time is a field on
the service appointment object that shows the expected travel time for the assigned
resource[135]. Minimize Travel is an optimization criterion that prioritizes reducing travel
time when scheduling service appointments[136]. Travel Speed Unit, Actual Travel Time
would not affect travel time accuracy. Travel Speed Unit is a setting that defines the unit of
measurement for travel speed such as miles per hour or kilometers per hour[137]. Actual
Travel Time is a field on the service appointment object that shows the actual travel time
recorded by the resource[138]. References:
https://help.salesforce.com/s/articleView?id=sf.fs_street_level_routing_overview.htm&type=
5
https://help.salesforce.com/s/articleView?id=sf.fs_default_travel_speed.htm&type=5
https://help.salesforce.com/s/articleView?id=sf.fs_minimum_grade.htm&type=5
https://help.salesforce.com/s/articleView?id=sf.fs_default_operating_hours_overview.htm&t
ype=5
https://developer.salesforce.com/docs/atlas.enus.api.meta/api/sforce_api_objects_serviceappointment_estimatedtraveltime.htm
https://help.salesforce.com/s/articleView?id=sf.fs_scheduling_policies_optimization_criteria
.htm&type=5
https://help.salesforce.com/s/articleView?id=sf.fs_travel_speed_unit.htm&type=5
https://developer.salesforce.com/docs/atlas.enus.api.meta/api/sforce_api_objects_serviceappointment_actualtraveltime.htm
Universal Containers (UC) has 140 service resources who handle 2,400 service appointments per day. How should UC define Service Territories to ensure a high quality of optimization and dispatcher experience?
A. Three Service Territories with fewer than 50 resources
B. Two Service Territories that split the Service Resources evenly
C. One Service Territory with four Polygons
D. Five Service Territories with fewer than 500 Service Appointments per day
Explanation:
Service Territories are used to group resources and service appointments
based on geographic areas or other criteria. The recommended limit for service
appointments per territory per day is 500 for optimal performance and user experience.
References: https://help.salesforce.com/s/articleView?id=sf.fs_territories.htm&type=5
https://help.salesforce.com/s/articleView?id=sf.fs_limits.htm&type=5
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