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| Section | Weight | Objectives |
|---|---|---|
| Inventory and Order Management | 10% | - Explain the inventory and order management process - Distinguish between product items, product item transactions, and product requests - Given a scenario, determine the appropriate settings for product item tracking |
| Managing Scheduling and Dispatch | 28% | - Determine the appropriate optimization rules and service objectives for a scenario - Explain the usage of complex work and work capacity - Explain the difference between global, local, and emergency scheduling - Demonstrate how to use the dispatcher console - Given a scenario, determine the appropriate dispatch and scheduling settings |
| Asset and Maintenance Management | 5% | - Given a scenario, determine the appropriate asset management setup - Explain how maintenance plans and maintenance rules are used |
| Field Service Mobile App | 10% | - Given a scenario, determine the appropriate configuration for the Field Service mobile app - Demonstrate how to configure offline data and push notifications - Explain how to use the Field Service mobile app to perform field service tasks |
| Quoting and Pricing | 5% | - Given a scenario, determine the appropriate settings for quoting and pricing |
| Field Service Intelligence | 3% | - Explain how Field Service Intelligence (FSI) dashboards are used |
| Managing Work Orders | 23% | - Apply the appropriate product and price book configurations for a scenario - Given a scenario, configure work order processes, parameters, and field settings - Distinguish between work order line item types and their usage - Explain the work order lifecycle and applicable statuses |
| Managing Resources | 16% | - Given a scenario, determine the appropriate resource type (e.g., crews, technicians) - Demonstrate how to use time off to manage resource availability - Explain the relationships between service territories, operating hours, and shifts |
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問題 #13
Which two objects are required when configuring an optimization job? Choose 2 answers
答案：A,D
解題說明：
For this scenario, Salesforce Field Service should use Service Territory and Scheduling Policy. The Service Territory defines the population of resources and appointments being optimized, while the Scheduling Policy supplies the Work Rules and Service Objectives used to evaluate and rank scheduling alternatives.
Operationally, the goal is to preserve schedule integrity while minimizing manual intervention. Field Service should be allowed to use the standard scheduling engine wherever possible so that resource availability, travel, appointment constraints, priorities, and territory context remain consistent across manual and automated scheduling actions.
The alternatives address different parts of the Field Service model. Work Types affect job requirements but are not required optimization-job objects, and polygons help with geography but do not replace the optimization scope or policy.
This approach keeps the implementation aligned with the standard Field Service data model and avoids unnecessary customization. Study Guide reference: Managing Scheduling and Optimization - Optimization jobs; Service Territories; Scheduling Policies.
問題 #14
A Dispatcher at Universal Containers has just been informed that one of their field employees, who has five servicesschedules for today, called in sick. How should the workload be assigned to other Field Technicians?
答案：C
解題說明：
Updating the Resource as not available allows marking a resource as unavailable for a specific time period due to sickness, vacation, or other reasons[27. Selecting the affected Service Appointments and pressing
"Schedule" allows rescheduling multiple service appointments at once based on predefined criteria such as travel time or priority[28. Dragging and dropping the Service Appointments to other available Resources and running Optimization would reschedule service appointments manually and then run an optimization process that could override the manual changes[29. Asking the Customer Service Rep to call the customers and manually re-schedule for another day would not use the scheduling features of Field Service and could result in customer dissatisfactionor missed service level agreements. Changing the Scheduling Policy to "High Intensity" and activating the Background Optimization process would change the optimization criteria for all service appointments and run an optimization process in the backgroundthat could take a long time to complete[30. References: https://help.salesforce.com/s/articleView?id=sf.fs_resource_absences_overview.
htm&type=5 https://help.salesforce.com/s/articleView?id=sf.fs_schedule_service_appointments.htm&type=5
https://help.salesforce.com/s/articleView?id=sf.fs_global_optimization_overview.htm&type=5https://help.
salesforce.com/s/articleView?id=sf.fs_background_optimization_overview.htm&type=5
問題 #15
Universal Containers wants to offer customers a Maintenance Plan that provides 12 monthly checkups.
The customer will call to schedule eachvisit.
How should a Consultant configure the Maintenance Plan to meet this requirement?
答案：B
解題說明：
Frequency is a field on the Maintenance Plan objectthat 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 MaintenancePlan that provides 12 monthly checkups where the customer will call to schedule each visit by creating maintenance plans that generate one work order permonth 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
問題 #16
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?
答案：D
解題說明：
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
問題 #17
Service technicians at AW Computing use the Field Service mobile application when in the field. The technicians rely on Knowledge articles to assist them with completing assigned work.
How should the solution be configured to ensure technicians can access relevant Knowledge articles?
答案：B
解題說明：
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 theField Service Mobile App to view their assigned tasks. References:
https://help.salesforce.com/s/articleView?id=sf.fs_mobile_app_overview.htm&type=5https://help.salesforce.
com/s/articleView?id=sf.fs_work_order_line_item_card.htm&type=5
問題 #18
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