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Field-Service-Consultant Practice Questions

Question # 1

Universal Containers (UC) wants to track the Asset lifecycle when equipment has been What should a Consultant recommend to meet this requirement?
A. Add the field history tracking related list to the Asset Page and configure the Product Request object,
B. Add the Related Asset related list to the Asset Page and configure the Product Request object
C. Add the Related Asset related list to the Asset Page and configure the Asset Relationship object.
D. Add the field history tracking related list to the Asset Page and configure the Asset Relationship object.

B. Add the Related Asset related list to the Asset Page and configure the Product Request object

Explanation:

Assets are records that represent products or equipment that customers have purchased or installed[174]. Related Assets are records that track the relationships between assets such as parent-child or swap[175]. Product Requests are records that track the products or parts that are requested, transferred, or returned for a service appointment[176]. Adding the Related Asset related list to the Asset Page and configuring the Product Request object would allow Universal Containers to track the Asset lifecycle when equipment has been swapped out by creating related asset records for swapped assets and creating product request records for transferring or returning assets[177]. Adding the field history tracking related list to the Asset Page would not track the Asset lifecycle when equipment has been swapped out. Field history tracking is a feature that allows tracking changes to specific fields on an object over time[178]. Configuring the Asset Relationship object would not track the Asset lifecycle when equipment has been swapped out. Asset Relationship is an object that defines the types of relationships between assets such as parent-child or swap[179].

References:

https://help.salesforce.com/s/articleView?id=sf.asset.htm&type=5
https://help.salesforce.com/s/articleView?id=sf.fs_related_assets_overview.htm&type=5
https://help.salesforce.com/s/articleView?id=sf.fs_product_requests_overview.htm&type=5
https://help.salesforce.com/s/articleView?id=sf.fs_related_assets_swap.htm&type=5
https://help.salesforce.com/s/articleView?id=sf.field_history_tracking.htm&type=5
https://developer.salesforce.com/docs/atlas.enus.api.meta/api/sforce_api_objects_assetrelationship.htm

Question # 2

An extreme whether situation impacts both the volume of work and number of available resources at universal container Which approach should a consultant recommend to realign available resources with? open work?
A. Resource Schedule optimization
B. Global optimization
C. Emergency scheduling
D. Customer first scheduling

B. Global optimization

Explanation:

Global optimization is a process that reschedules all service appointments within a specified time frame based on predefined criteria such as travel time or priority. It can be used when an extreme weather situation impacts both the volume of work and number of available resources at Universal Containers. Resource Schedule optimization is a process that reschedules service appointments assigned to a specific resource based on predefined criteria such as travel time or priority. It would not address the impact on other resources or unassigned service appointments. Emergency scheduling is a process that assigns emergency service appointments to available resources based on predefined criteria such as travel time or priority. It would not address the impact on existing service appointments or non-emergency service appointments. Customer first scheduling is a process that assigns service appointments based on customer preferences such as preferred time slots or preferred resources. It would not address the impact on resource availability or service level agreements.

References:

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

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

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

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

Question # 3

universal containers wants to provide a view of emergency work that is only visible to dispatchers What should the consultant do to meet the requirement?
A. Custom gantt filter
B. Custom lightning component
C. Custom report in a private report folder
D. Custom list view

A. Custom gantt filter

Explanation:

Custom gantt filters are filters that allow dispatchers to view service appointments based on specific criteria such as status, priority, or custom fields[67]. Creating a custom gantt filter would allow providing a view of emergency work that is only visible to dispatchers by setting up criteria such as status equals emergency and sharing the filter with dispatchers only[68]. Custom lightning component is a component that allows developers to create custom user interfaces using Lightning Web Components or Aura Components[69]. Creating a custom lightning component would require coding and would not leverage the existing gantt chart functionality. Custom report in a private report folder is a report that allows users to view data based on specific criteria such as objects, fields, filters, or charts[70]. Creating a custom report in a private report folder would not provide a view of emergency work on the gantt chart and would not allow dispatchers to schedule or reschedule service appointments. Custom list view is a list view that allows users to view records based on specific criteria such as filters, fields, or sorting[71]. Creating a custom list view would not provide a view of emergency work on the gantt chart and would not allow dispatchers to schedule or reschedule service appointments. References: https://help.salesforce.com/s/articleView?id=sf.fs_gantt_filters.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.fs_gantt_filters_create.htm &type=5 https://developer.salesforce.com/docs/component-library/documentation/en/lwc https://help.salesforce.com/s/articleView?id=sf.reports_builder_overview.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.customize_listviews.htm &type=5

Question # 4

Technicians at Universal Containers use the Salesforce Field Service mobile app at customer sites. After completing work, the Technician updates the Service Appointment status to Complete and saves the record. Dispatchers see the appointment as Dispatched on the console instead of seeing the Complete status update. Which two troubleshooting steps should a Consultant take to resolve the issue? Choose 2 answers
A. Investigate the Work Order lifecycle.
B. Confirm the Technician's mobile device is online.
C. Verify the Dispatcher ran the Service Appointment data job.
D. Review Service Appointment automation.

B. Confirm the Technician's mobile device is online.
D. Review Service Appointment automation.

Explanation:

These two troubleshooting steps should be taken to resolve the issue, as they could explain why the service appointment status is not updated correctly on the console.

References:

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

Question # 5

To ensure that preventative maintenance work can be completed on time. Universal Containers wants to automatically generate Work Orders 14 days before the next suggested maintenance date. How should the Consultant meet this requirement?
A. Define a generation horizon of 14 days.
B. Define a generation timeframe of 14 days.
C. Configure Auto-generate Work Orders to True.
D. Define a generation horizon of 20,160 minutes.

A. Define a generation horizon of 14 days.

Explanation:

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

Question # 6

Universal Containers (UC) is rolling out Inventory Management to better manage parts and inventory. UC wants to automatically associate certain parts and products to Work Orders upon creation based on the work to be performed. How should the Consultant meet this requirement?
A. Add Products to the Products Required Related List on the Asset object.
B. Add Products to the Work Order Products Related List on the Asset object.
C. Add Products to the Products Required Related List on the Work Type object.
D. Add Products to the Work Order Products Related List on the Work Type object.

C. Add Products to the Products Required Related List on the Work Type object.

This option allows automatically associating certain products to Work Orders based on the work type selected, and generating Work Order Line Items for those products.

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

Question # 7

A technician needs to get replacement part for damaged inventory on them for an upcoming job. To which object should the technician add a product request record?
A. work types
B. work order
C. service appointment
D. service report

B. work order

Explanation:

A Product Request record can be added to a Work Order to request a product from inventory for a service appointment. A Work Type is a template that defines the duration, skills, and products required for a work order or work order line item. A Service Appointment is a record that represents a scheduled visit by a service resource to a customer location. A Service Report is a document that summarizes the details and outcomes of a service appointment.

References:

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

Question # 8

To prepare for an upgrade, a mobile technician creates a product request for three circuit boards to be sent from the main warehouse to the customer site. The completed job needs two of the boards. Which two Field Service tools should the technician use to return the unused circuit board to the warehouse? Choose TWO answers
A. Work Order
B. Return Order
C. Product Transfer
D. Product Receipt

B. Return Order
D. Product Receipt

Explanation:

The technician would use a Return Order to create a return for the unused circuit board. The Return Order would specify the quantity of the product being returned, the reason for the return, and the shipping address. The technician would then use a Product Receipt to record the receipt of the returned product. The Product Receipt would specify the quantity of the product received, the condition of the product, and the location of the product. The other two options are incorrect because they are not used to return products. A Work Order is used to track the work that needs to be done on a product or service. A Product Transfer is used to move products from one location to another.

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Salesforce Field-Service-Consultant Exam Dumps

Exam Name: Salesforce Certified Field Service Consultant (SU24)
Certification Name: Field Service Lightning program

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Total Questions: 163
Last Updation Date: 17-Feb-2025

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