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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Quoting and Pricing | 5% | - Given a scenario, determine the appropriate settings for quoting and pricing |
| Topic 2: Managing Work Orders | 23% | - Distinguish between work order line item types and their usage - Given a scenario, configure work order processes, parameters, and field settings - Apply the appropriate product and price book configurations for a scenario - Explain the work order lifecycle and applicable statuses |
| Topic 3: Field Service Intelligence | 3% | - Explain how Field Service Intelligence (FSI) dashboards are used |
| Topic 4: Managing Scheduling and Dispatch | 28% | - Explain the usage of complex work and work capacity - Demonstrate how to use the dispatcher console - Determine the appropriate optimization rules and service objectives for a scenario - Given a scenario, determine the appropriate dispatch and scheduling settings - Explain the difference between global, local, and emergency scheduling |
| Topic 5: Inventory and Order Management | 10% | - Explain the inventory and order management process - Given a scenario, determine the appropriate settings for product item tracking - Distinguish between product items, product item transactions, and product requests |
| Topic 6: Managing Resources | 16% | - Explain the relationships between service territories, operating hours, and shifts - Given a scenario, determine the appropriate resource type (e.g., crews, technicians) - Demonstrate how to use time off to manage resource availability |
| Topic 7: Field Service Mobile App | 10% | - Given a scenario, determine the appropriate configuration for the Field Service mobile app - Explain how to use the Field Service mobile app to perform field service tasks - Demonstrate how to configure offline data and push notifications |
| Topic 8: Asset and Maintenance Management | 5% | - Explain how maintenance plans and maintenance rules are used - Given a scenario, determine the appropriate asset management setup |
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50. Frage
A Technician at Universal Containers (UC) is responsible for servicing multiple Assets at a customer site during a single visit. UC wants to minimize impact for the customer and consolidate work for its Technician.
What should theConsultant recommend to meet this requirement?
Antwort: C
Begründung:
A Service Appointment with a single Work Order with Work Order Line Items for each Asset allows servicing multiple Assets at a customer site during a single visit with minimal impact for the customer and consolidated work for the Technician[28. Creating and scheduling independent Work Orders for each Asset, each with a Service Appointment, would create unnecessary complexity and duplication. Creating designated Time Slots to ensure appropriate time is held to accommodate these types of visits would not address the requirement of servicing multiple Assets. Creating a single Work Order with Work Order Line Items for each Asset, each with a Service Appointment, would create redundant service appointments for the same visit.
References: https://help.salesforce.com/s/articleView?id=sf.fs_service_appointments.htm&type=5 https://help.
salesforce.com/s/articleView?id=sf.fs_work_orders.htm&type=5https://help.salesforce.com/s/articleView?
id=sf.fs_work_order_line_items.htm&type=5
51. Frage
Universal Containers provides prompt service and has multiple service levels for different customers. Over
50% of Service Appointments are created on the same day that they need to be completed. As a result, a Technician's daily schedule can change multiple times throughout the day.
Which method of dispatching should a Consultant recommend implementing?
Antwort: A
Begründung:
Drip feed is a feature that automatically dispatches service appointments to resources based on predefined criteria and time intervals. By using dripfeed, the system can handle same-day service appointments and adjust the technician's schedule accordingly.
References: https://help.salesforce.com/s/articleView?id=sf.fsl_drip_feed.htm&type=5
52. Frage
Universal Containers wants their Technicians to create an additional visit to complete unfinished work within the Salesforce Field Service mobile application.
Which approach should a Consultant recommend to meet the requirement?
Antwort: C
Begründung:
Soft Boundariesand 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 asthe 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
53. Frage
Northern Trail Outfitters (NTO) wants to track and report on individual tasks completed, including parts consumed and pricing details, as part of theWork Order completion process. NTO wants to schedule one or multiple tasks to different Technicians as needed.
How should the Consultant meet the requirement utilizing
the standard Salesforce Field Service Data Model?
Antwort: A
Begründung:
This option allows tracking individual tasks completed as work order line items, including parts consumed and pricing details, and scheduling one or multiple tasks to different technicians as needed using service appointments. References:https://help.salesforce.com/s/articleView?id=sf.fs_work_order_line_items.
htm&type=5
54. Frage
Universal Containers wants to limit their Technicians' view of Work Orders and Service Appointments in the SalesforceField Service mobile app.
What should a Consultant recommend to control their Technicians' view?
Antwort: A
Begründung:
Field Sets allow controlling which fields are displayed on the Work Orderand Service Appointment cards in the Salesforce Field Service mobile app. References:https://help.salesforce.com/s/articleView?id=sf.
fs_mobile_fields.htm&type=5
55. Frage
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