Field-Service-Consultant Exam Dumps - Salesforce Field-Service-Consultant Questions and Answers

An entitlement process is a timeline that shows every step and milestone involvedin delivering support to a customer. To use milestones on work orders, a separate entitlement process associated to the work order object must be created and activated. Modifying the user’s profile, updating public group membership, or assigning a Field Service Mobile License to the user would not enable milestones on work orders. References: https://help.salesforce.com/s/articleView?id=sf.entitlements_process_overview.htm &type=5https://help.salesforce.com/s/articleView?id=sf.entitlements_process_create.htm &type=5

Arrival Window Start and Arrival Window End are fields on the Service Appointment that indicate when a technician is expected to arrive at a customer site based on travel time and service duration calculations. These fields can be shared with customersto set expectations around upcoming appointments. Scheduled End and Scheduled Start are fields on the Service Appointment that indicate when a technician is scheduled to start and end their service based on their availability and assigned time slots. These fields are not accurate indicators of when a technician will arrive at a customer site, as they do not account for travel time and service duration variations. References:https://help.salesforce.com/s/articleView?id=sf.fs_service_appointments.htm &type=5

This is the recommended sequence of steps to dispatch a technician for a customer issue. A case is created to track the customer issue, a work order is created to track the work that needs to be done, a service appointment is created to schedule the work, and a service appointment is dispatched to assign it to a technician.

These are three factors that should be considered when configuring routing. Routing is the process of finding the best resource for a service appointment based on variouscriteria and constraints. A schedule policy is used to define the routing preferences and rules for a service territory or operating hours. A work rule is used to define a scheduling constraint or preference for a service appointment or a resource. A service objective is used to define a scheduling goal or metric for a service appointment. The Resource Availability work rule is used to calculate travel time and breaks as part of the resource’s availability. The Default Travel Speed is used to estimate thetravel time between locations if a different travel speed is not specified for the resource.

To make custom actions visible in the Field Service mobile app,they need to be added to both the Classic Publisher Quick Actions section and the Mobile and Lightning Actions section on the page layout.

The Agent permission set gives access to create cases and work orders, view work types and work rules, book and manage appointments, assign mobile resources, and optimize schedules. References:https://help.salesforce.com/s/articleView?id=sf.fs_permission_sets.htm &type=5

The asset relationships object is used to track when equipment has been swapped out by creating parent-child relationships between assets. Adding the related asset related listto the asset page allows viewing and creating asset relationships from an asset record. Adding the field history tracking related list to the asset page would track field changes on an asset, but not asset relationships. Adding the product request relatedlist to the asset page would allow requesting products from inventory for an asset, but not tracking asset relationships. References: https://help.salesforce.com/s/articleView?id=sf.fs_asset_relationships_overview.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.fs_asset_relationships_create.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.tracking_field_history.htm &type=5https://help.salesforce.com/s/articleView?id=sf.fs_product_requests.htm &type=5

Pinned statuses prevent service appointments from being rescheduled or unscheduled by scheduling and optimizationservices3. Status transitions define the valid status changes for service appointments based on business rules. References: 3 https://help.salesforce.com/s/articleView?id=sf.fs_pinned_statuses.htm &type=5https://help.salesforce.com/s/articleView?id=sf.fs_status_transitions.htm &type=5

This option allows reporting on assets and their attributes, including hierarchical relationships, by using the standard asset reports and fields. References:https://help.salesforce.com/s/articleView?id=sf.fs_asset_hierarchy.htm &type=5

Permission Sets are records that grant users access to specific features or apps such as Salesforce Field Service[214]. Scheduling licenses are records that grant users access to scheduling features such as Dispatcher Console or Optimization[215]. Creating Permission Sets and assigning the Salesforce Field Service Resource Permission Set and Scheduling license to each Technician would allow Universal Containers’ Technicians to update their own appointments’ status using the Dispatcher console Gantt chart by granting them access to Salesforce Field Service mobile app features such as updating status and granting them access to scheduling features such as viewing Gantt chart[216]. Creating Permission Sets and assigning the Salesforce Field Service Scheduling and Mobile Permission Sets to the Resource profile would not allow Technicians