Salesforce Field-Service-Consultant Test Dumps

C.   Create one Work Order and override the price on Work Order Line Items for products on the Preferred Price Book.

Answer DescriptionExplanation:

A Work Order can have only one Price Book associated with it, which is determined by the Price Book selected on the Work Type. To use products from different Price Books on the same Work Order, the price on Work Order Line Items for products on other Price Books can be overridden manually or by using automation tools such as Process Builder or Apex triggers. Creating one Work Order for each Price Book or using Work Types to assign Price Books to each Work Order Line Item would not allow using products from different Price Books on the same Work Order.

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_types.htm&type=5

https://help.salesforce.com/s/articleView?id=sf.fs_work_order_line_items.htm&type=5

B.   Soft Boundaries


C.   Customer First

Answer DescriptionExplanation:

Soft Boundaries and Customer First are two default scheduling policies that meet the requirement of committing preferred resources to accounts and providing prompt service. Soft Boundaries prioritize resources that are assigned to the same account or service territory as the service appointment. Customer First prioritize resources that have the highest customer satisfaction rating.

References:

https://help.salesforce.com/s/articleView?id=sf.fsl_scheduling_policies.htm&type=5

B.   Product Item

Answer DescriptionExplanation:

Product Items are records that track the location, quantity, and status of a product in inventory[43]. Product Items can be used to better understand the distribution of a critical and expensive part across all inventory locations as the part is reused and restocked. Maintenance Plan is a feature that defines the recurring service schedule for an asset or a product[44]. Entitlement Plan is a feature that defines the terms of support for customers such as number of cases allowed or response time[45]. Assets are records that represent products that customers have purchased and that require service[46].

References: https://help.salesforce.com/s/articleView?id=sf.fs_product_items.htm&type=5

https://help.salesforce.com/s/articleView?id=sf.fs_maintenance_plans_overview.htm&type= 5

https://help.salesforce.com/s/articleView?id=sf.entitlements_templates_overview.htm&type =5

https://help.salesforce.com/s/articleView?id=sf.fs_assets.htm&type=5

D.   Create Work Types with Products Required.

Answer DescriptionExplanation:

Work Types are templates that define the duration, skills, and products required for a work order or work order line item. By creating Work Types with Products Required, agents and dispatchers can quickly create Work Orders with the appropriate materials. Creating Work Types with Products Consumed or Products Required would not populate products on Work Orders automatically, but would require manual entry or consumption by technicians. Creating Work Types and Locations would not affect products on Work Orders, but would affect scheduling and optimization of service appointments.

References: https://help.salesforce.com/s/articleView?id=sf.fs_work_types.htm&type=5

A.   Define a generation horizon of 14 days.

Answer DescriptionExplanation:

Generation Horizon is a setting that defines how far in advance work orders should be generated from maintenance plans[126]. Defining a generation horizon of 14 days would allow Universal Containers to automatically generate Work Orders 14 days before the next suggested maintenance date by creating work orders from maintenance plans within 14 days of their scheduled date[127]. Defining a generation timeframe of 14 days would not automatically generate Work Orders 14 days before the next suggested maintenance date. Generation Timeframe is a setting that defines how often work orders should be generated from maintenance plans[128]. Configuring Auto-generate Work Orders to True would not automatically generate Work Orders 14 days before the next suggested maintenance date. Auto-generate Work Orders is a setting that enables or disables the automatic generation of work orders from maintenance plans[129]. Defining a generation horizon of 20,160 minutes would not automatically generate Work Orders 14 days before the next suggested maintenance date. Generation Horizon is measured in days, not minutes[130].

References:

https://help.salesforce.com/s/articleView?id=sf.fs_maintenance_plans_overview.htm&type= 5

https://help.salesforce.com/s/articleView?id=sf.fs_maintenance_plans_generation_horizon. htm&type=5

https://help.salesforce.com/s/articleView?id=sf.fs_maintenance_plans_generation_timefra me.htm&type=5

https://help.salesforce.com/s/articleView?id=sf.fs_maintenance_plans_auto_generate_wor k_orders.htm&type=5

https://help.salesforce.com/s/articleView?id=sf.fs_maintenance_plans_overview.htm&type= 5

A.   The Preventative Maintenance Gantt and filter the list to show only desired work orders


C.   The Dispatcher Console Appointment list and filter the list to show only desired service appointments

Answer DescriptionExplanation:

The Preventative Maintenance Gantt is a view within the Dispatcher Console that shows the scheduled service appointments for preventive maintenance work orders[217]. The Dispatcher Console Appointment list is a view within the Dispatcher Console that shows the list of service appointments with various details such as status, priority, or assigned resource[218]. Filtering is a feature that allows narrowing down the list of records based on specific criteria such as date, status, or territory[219].

Using the Preventative Maintenance Gantt and filter the list to show only desired work orders and using the Dispatcher Console Appointment list and filter the list to show only desired service appointments would allow Universal Containers’ Managers to monitor Preventative Maintenance work orders using the Dispatcher Console by showing them the preventive maintenance service appointments on a Gantt chart or a list view and allowing them to apply filters to see only the relevant records[220]. Using the Dispatcher Console Map and filter the list to show only desired service appointments would not allow Universal Containers’ Managers to monitor Preventative Maintenance work orders using the Dispatcher Console.

The Dispatcher Console Map is a view within the Dispatcher Console that shows the locations of service appointments and resources on a map[221]. Using the Dispatcher Work Order Polygon and filter the list to show only desired service appointments would not work because there is no such feature as Dispatcher Work Order Polygon.

References:

https://help.salesforce.com/s/articleView?id=sf.fs_gantt_preventive_maintenance_overview .htm&type=5

https://help.salesforce.com/s/articleView?id=sf.fs_gantt_appointment_list_overview.htm&ty pe=5

https://help.salesforce.com/s/articleView?id=sf.fs_gantt_filter_overview.htm&type=5

https://help.salesforce.com/s/articleView?id=sf.fs_gantt_preventive_maintenance_view.htm &type=5

https://help.salesforce.com/s/articleView?id=sf.fs_gantt_map_overview.htm&type=5

A.   Include the Match Territory Work Rule in the Scheduling Policy.

Answer DescriptionExplanation:

A work rule is used to define scheduling constraints and preferences for service appointments. The Match Territory work rule is used to ensure that service appointments are dispatched to resources from the same service territory only.

References:

https://help.salesforce.com/s/articleView?id=sf.fsl_work_rules.htm&type=5

B.   Attach the relevant articles to the work order or work order line items.

Answer DescriptionExplanation:

Attaching relevant articles to the work order or work order line items allows technicians to access them offline using the Field Service Mobile App. Creating a quick action on the work order to search the Knowledge base would not ensure offline access, as it would require an internet connection to perform the search. Updating the Service Appointment page layout to include the Articles related list or adding the Knowledge Lightning component to the Field Service Mobile App would not be effective, as technicians use the Work Order Line Item Card in the Field Service Mobile App to view their assigned tasks.

References:

https://help.salesforce.com/s/articleView?id=sf.fs_mobile_app_overview.htm&type=5

https://help.salesforce.com/s/articleView?id=sf.fs_work_order_line_item_card.htm&type=5

B.   Create the work skills using the Guided Setup wizard. Assign the skills to Service Resources using Guided Setup


D.   Create the work skills using Setup. Manually as Resources.

C.   Auto-generate Work Orders with a 14 daya Generation Timeframe.


D.   Auto-generate Work Orders with a 14 day Generation Horizon.

Answer DescriptionExplanation:

Maintenance Plans are records that define recurring work orders for preventive maintenance such as inspections or tune-ups[188]. Auto-generate Work Orders is a setting that enables or disables the automatic generation of work orders from maintenance plans[189]. Generation Timeframe is a setting that defines how often work orders should be generated from maintenance plans such as daily, weekly, or monthly[190]. Generation Horizon is a setting that defines how far in advance work orders should be generated from maintenance plans such as 7 days or 30 days[191]. Autogenerating Work Orders with a 14 day Generation Timeframe and a 14 day Generation Horizon would allow Universal Containers to automatically generate Work Orders 14 days before the next suggested maintenance date by creating work orders from maintenance plans every 14 days within 14 days of their scheduled date. Associating a Required Skill called Site Visit to a Maintenance Plan would not affect how far in advance work orders are generated from maintenance plans. Required Skills are fields on the maintenance plan object that indicate which skills are needed for performing preventive maintenance[192]. Associating a Work Type called Site Visit to a Maintenance Plan would not affect how far in advance work orders are generated from maintenance plans. Work Types are records that define the standard tasks and duration for a specific type of work[193].

References:

https://help.salesforce.com/s/articleView?id=sf.fs_maintenance_plans_overview.htm&type= 5

https://help.salesforce.com/s/articleView?id=sf.fs_maintenance_plans_auto_generate_wor k_orders.htm&type=5

https://help.salesforce.com/s/articleView?id=sf.fs_maintenance_plans_generation_timefra me.htm