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| Section | Objectives |
|---|---|
| Reporting and Optimization | - Analytics and performance tracking
|
| Field Service Fundamentals | - Field service business processes and use cases
|
| Mobile Workforce Management | - Salesforce Field Service Mobile App
|
| Scheduling and Dispatch | - Scheduling optimization
|
| Configuration and Implementation | - Field Service setup and configuration
|
| Work Order Management | - Work order creation and lifecycle
|
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NEW QUESTION # 97
Northern Trail Outfitters has hired a contractor to help with service calls on an as-needed basis. The contractor should be limited to travel a maximum of 50 minutes from home.
Which action should a consultant recommend?
Answer: C
Explanation:
Match Fields work rules are rules that restrict travel distance between home location and first appointment location for resources[64]. Including a Match Fields work rule would allowlimiting contractors to travel a maximum of 50 minutes from home by setting up criteria such as travel distance less than or equal to 50 minutes between home location field and first appointment location field[65]. Linking rules to Relevance Groups would not limit travel distance between home location and first appointment location for resources.
Relevance Groups are groups of rules that apply only to specific types of services such as emergency or preventive maintenance[66]. Assigning a high efficiency score would not limit travel distance between home location and first appointment location for resources. Efficiency score is a metric that measures how well resources use their working hours based on factors
NEW QUESTION # 98
A mobile technician uses parts present in their van to complete an on-site customer installation. The technician has marked theservice appointment and work order as completed. They want to record the parts used in completing the job and adjust their van stock.
Where should the technician record this information?
Answer: C
Explanation:
The Products Consumed section on the Work Order allows the technician to record the products used and adjust the inventory levels of their van stock. The Product Item Transactions Related Liston the Product Item shows the history of product movements, but does not allow recording new transactions. The Work Order Line Item associated with the completed Work Order shows the products required, but not the products used.
The Product Request Line Item associated with the Product shows the products requested, but not the products consumed. References: https://help.salesforce.com/s/articleView?id=sf.fs_products_consumed.
htm&type=5 https://help.salesforce.com/s/articleView?id=sf.fs_product_item_transactions.htm&type=5
https://help.salesforce.com/s/articleView?id=sf.fs_work_order_line_items.htm&type=5https://help.salesforce.
com/s/articleView?id=sf.fs_product_request_line_items.htm&type=5
NEW QUESTION # 99
Customer relationships and reliable service are the main focus this year at Ursa Major Solar. Management has asked that once a technician has serviced a customer, they continue to service that customer when possible.
What should the consultant recommend to meet this requirement?
Answer: A
Explanation:
This option should be recommended to meetthis requirement, as it allows specifying which service resources are preferred by customers or accounts when scheduling service appointments. References:https://help.
salesforce.com/s/articleView?id=sf.fs_resource_preferences.htm&type=5
NEW QUESTION # 100
Service resources at universal container UC frequently work in more than one serviceterritory the current scheduling policy looks only at primary territory while us still want to optimizer to use the service resource primary when scheduling, UC also wants the scheduling policy to look at the resources secondary services territory Which two scheduling policy changes should a consultant recommend?
Choose 2 answers
Answer: B,C
Explanation:
The match territorywork rule is used to match service appointments to service resources based on their assigned territories. Deselecting working location primary on the working territories work rule allows considering secondary territories as well as primary territories when matching service appointments to service resources. Removing the match territory work rule would ignore territories when scheduling service appointments. Selecting working location enable primary on the working territories work rule would only consider primary territories when matching service appointments to service resources. References:https://help.
salesforce.com/s/articleView?id=sf.fs_work_rules_overview.htm&type=5
NEW QUESTION # 101
universal container wants its technician to follow a standard operating procedure (S O P) while performing maintenance on an individual asset. Each operation should be captured independently to allow technician to enter note and update status they progress with the work preventative maintenance should be with a single visit Which data model should the consultant recommend to the universal container?
Answer: A
Explanation:
Work Orders are records that track customer requests for service such as repairs or maintenance[87]. Work Order Line Items are records that track specific tasks or products related to a work order[88]. Service Appointments are records thattrack the date, time, duration, and assigned resource for a work order or work order line item[89]. Using this data model would allow Universal Containers' technicians to follow a standard operating procedure while performing maintenance on an individual asset by creating different work order line items for different operations and capturing notes and status updates for each line item. It would also allow scheduling and dispatching one service appointment for one visit. Service appointment to represent preventative maintenance on the asset - work order line item to represent the different operations - work order to represent the visit would not work because service appointments cannot be related directly to assets. Work order line item represent preventativeMaintenance on the asset - work order represent the different operations- service appointment to represent visit would not work because work order line items cannot be related directly to assets. 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=5https://help.salesforce.
com/s/articleView?id=sf.fs_service_appointments.htm&type=5
NEW QUESTION # 102
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