Salesforce field service lightning consultant practice test

field service lightning consultant

Last exam update: Dec 15 ,2024
Page 1 out of 4. Viewing questions 1-10 out of 35

Question 1

Universal Containers wants Field Technicians to capture customer authorization via a signature through Salesforce mobile app.
What should a Consultant recommend?

  • A. Create a Quick Action on the Service Appointment to launch a Visualforce signature page.
  • B. Create an Approval Process from the Service Appointment for the customer's Authorization.
  • C. Create a Checkbox on the Service Appointment that will capture the customer's Authorization.
  • D. Create a custom text field to capture the customer's signature on Salesforce mobile app.
Mark Question:
Answer:

c

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Question 2

Universal Containers wants to give Field Technicians the ability to create follow-up appointments if they are unable to complete a Work Order due to missing inventory.
What should a Consultant implement to meet this requirement?

  • A. Implement a Quick Action to create a new Service Appointment on the existing Work Order.
  • B. Implement a Quick Action to create a new Work Order Line Item on the existing Work Order.
  • C. Implement a Macro to generate Service Appointments on the existing Work Order.
  • D. Implement a Custom Button to Create a Service Appointment on the existing Work Order.
Mark Question:
Answer:

a

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Question 3

Universal Containers provides prompt service and has multiple service levels for different customers. Over 50% of Service Appointments are created on the same day they need to be completed. As a result, a Technician's daily schedule can change multiple times throughout the day.
What method of dispatching should a Consultant recommend implementing?

  • A. Automatically schedule unscheduled services to available Resources.
  • B. Automatically change the status to Dispatched of all Service Appointments.
  • C. Automatically Dispatch Service Appointments using Drip Feed.
  • D. Automatically run Optimization Background Job every hour.
Mark Question:
Answer:

d

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Question 4

Upon arrival for a Service Appointment, the Field Service Technician reports that a team of people is required to resolve the issue.
How can the Dispatcher ensure that the required staff is assigned to the project?

  • A. Assign the existing Work Order to a Crew.
  • B. Assign the existing Service Appointment to a Crew.
  • C. Assign the existing Work Order to each staff member.
  • D. Create a new Service Appointment and assign a Crew.
Mark Question:
Answer:

d

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Question 5

Universal Containers has Role-based Technicians and Managers who handle Service Appointments. Many times, Technicians arrive on-site but are unable to gain access to the customer's equipment. In this scenario, only the Manager has permission to cancel the Service Appointment.
Who should a Consultant recommend adhering to this business process?

  • A. Assign Permission Sets that allow Status Transitions.
  • B. Allow Status Transitions based on Role.
  • C. Limit Status Transitions based on Profile.
  • D. Configure Status Transitions based on Resource Type.
Mark Question:
Answer:

c

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Question 6

Universal Containers wants to measure their adherence to specific SLAs for all Work Orders.
In which order should a Consultant implement the setup to achieve this requirement?

  • A. Set Up Milestones, Create Entitlement records, Set Up Entitlement Process for Work Orders.
  • B. Set Up Entitlement Process for Work Orders, Set Up Milestones, Create Entitlement records.
  • C. Create Entitlement records, Set Up Entitlement Process for Wok Orders, Set Up Milestones.
  • D. Set Up Milestones, Set Up Entitlement Process for Wok Orders, Create Entitlement records.
Mark Question:
Answer:

b

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Question 7

Universal Containers wants to ensure that Service Appointments are only assigned to Active Resources.
What configuration should a Consultant recommend for the Scheduling Policy?

  • A. Match Boolean
  • B. Match Fields
  • C. Preferred Resources
  • D. Required Resources
Mark Question:
Answer:

a

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Question 8

Universal Containers wants their Field Technicians to indicate if any of their Service Appointments are at risk of not being completed on time. They would like for this to be achieved on a mobile device using a Quick Action.
What should a Consultant recommend to achieve this requirement?

  • A. Update the Service Appointment Status field.
  • B. Update the Service Appointment field "In Jeopardy."
  • C. Update the Service Appointment Chatter feed.
  • D. Reschedule the Service Appointment for later.
Mark Question:
Answer:

a

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Question 9

Universal Containers wants to allow Field Technicians to view work progress through the Work Order Line Item card in the Field Service mobile app.
How can this be supported?

  • A. Create a Report Chart that summarizes Work Order Line Items and add a link to the Lens on the Service Appointment Layout.
  • B. Create a custom Visualforce page, add an external link from the Mobile app to view the page in the mobile browser.
  • C. Add the Work Order Line Items Related List to the Work Order Page Layout and assign the Layout to the Technician's profile.
  • D. Create a custom Lightning Component that displays Work Order progress and deploy it to Technicians through the Salesforce Mobile app.
Mark Question:
Answer:

c

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Question 10

Universal Containers` customers typically like to be served by the same Technician that completed the initial installation.
How should a Consultant implement this rule?

  • A. Add the Account as one of the Resource Skills.
  • B. Add the Resource as a Preferred Resource.
  • C. Add the Resource as a Required Resource.
  • D. Add all other Resources as Excluded Resources.
Mark Question:
Answer:

b

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