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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
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
Universal Containers (UC) is rolling out Inventory Management to better manage parts and inventory. UC wants to automatically associate certain parts and products to Work Orders upon creation based on the work to be performed. How should the Consultant meet this requirement?
A. Add Products to the Products Required Related List on the Asset object.
B. Add Products to the Work Order Products Related List on the Asset object.
C. Add Products to the Products Required Related List on the Work Type object.
D. Add Products to the Work Order Products Related List on the Work Type object.
This option allows automatically associating certain products to Work Orders based on the work type selected, and generating Work Order Line Items for those products.
References: https://help.salesforce.com/s/articleView?id=sf.fs_work_types.htm &type=5
Technicians often need to generate a report in the customer's language. Which configuration should the Consultant recommend to meet the requirement?
A. Update the Language of the current User.
B. Add the Service Report Language field to the Work Order Page Layout.
C. Add the Language field to the Contact Page Layout.
D. Update the Default Language of the Organization.
This option allows generating a report in the customer’s language by selecting the language from a picklist field on the work order record. References: https://help.salesforce.com/s/articleView?id=sf.fs_service_reports_language.htm &type=5
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?
A. Create the individual Technicians as Service Crew Members.
B. Set the individual Technicians as Capacity-Based Service Resources.
C. Set the Contractor Manager as a Capacity-Based Service Resource.
D. Create the Contractor Manager as a Crew Service Resource.
Capacity-Based Service Resources are service resources that have a limited number of hours available for work per day or week[150]. Setting the Contractor Manager as a Capacity-Based Service Resource would allow Universal Containers to outsource 100 hours of weekly maintenance to an external Contractor by setting up criteria such as capacity hours per week equals 100 and capacity type equals weekly[151]. Creating the individual Technicians as Service Crew Members would not work because Service Crew Members are service resources that belong to a crew and share the same service appointments[152]. Setting the individual Technicians as Capacity-Based Service Resources would not work because Universal Containers does not have visibility into the individual external technicians. Creating the Contractor Manager as a Crew Service Resource would not work because Crew Service Resources are service resources that act as leaders or managers of a crew and can assign crew members to service appointments[153]. References:
https://help.salesforce.com/s/articleView?id=sf.fs_service_resources_capacity_based.htm &type=5
https://help.salesforce.com/s/articleView?id=sf.fs_service_resources_capacity_based_create_edit.htm &type=5
https://help.salesforce.com/s/articleView?id=sf.fs_service_crews_overview.htm &type=5
https://help.salesforce.com/s/articleView?id=sf.fs_service_crews_create_edit_delete.htm &type=5
A Universal Containers 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 the Consultant recommend to ensure the service associated with each container can be handled independently? Choose 2 answers
A. Add each Asset to a separate Work Order Line Item. Create a Service Appointment for each Line Item.
B. Add each Asset to a separate child Work Order. Create a Service Appointment for the parent Work Order.
C. Add each Asset to a separate Work Order Line Item. Create a Service Appointment for the Work Order.
D. Add each Asset to a separate Work Order. Create a Service Appointment for each Work Order.
Work Orders are records that track customer requests for service such as repairs or maintenance[47]. Work Order Line Items are records that track specific tasks or products related to a work order[48]. Service Appointments are records that track the date, time, duration, and assigned resource for a work order or work order line item[49]. Adding each Asset to a separate Work Order Line Item or a separate Work Order would allow handling the service associated with each container independently by creating different records for different containers. Creating a Service Appointment for each Line Item or each Work Order would allow scheduling and dispatching the service associated with each container independently by assigning different resources and time slots for different containers. Adding each Asset to a separate child Work Order would create an unnecessary hierarchy of Work Orders that could complicate reporting and scheduling. Creating a Service Appointment for the parent Work Order would not allow handling the service associated with each container independently by assigning one resource and time slot for all containers.
References: https://help.salesforce.com/s/articleView?id=sf.fs_work_orders.htm &type=5
https://help.salesforce.com/s/articleView?id=sf.fs_work_order_line_items.htm &type=5
https://help.salesforce.com/s/articleView?id=sf.fs_service_appointments.htm &type=5
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