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Salesforce FSL-201 - Salesforce - Implementing Field Service Lightning

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Total 105 questions

Dispatches at Universal Containers want to ensure the Resource being assigned to a Work Order has the correct training. What should a Consultant implement to accomplish this requirement?

A.

Set up Service Locations, Set up Location Skills, Define Work Types

B.

Define Work Types, Define Work Order Status, Set up Resource Skills

C.

Define Skills, Set up Skill Requirements, and Set up Resources Skills

D.

Set up Skill Requirements, Define Work Types, Set up Routing Rules.

Universal Containers typically performs installs, break-fix, and inspections for all clients. The Service Manager wants to create a template for common work requests. What should a Consultant implement to assist the dispatch team?

A.

Work Order Record Types for Break-fix, Install, and Inspection.

B.

Work Type Line Items for Install, Break-fix, and Inspections.

C.

Work Types and Skill Requirements for Install, Break-fix, and Inspections.

D.

Work Order custom fields to define Install, Break-fix, and Inspections.

Universal Containers wants to ensure that Service Appointments are dispatched to Resources from the same Service Territory only. How can this be configured?

A.

Include the Match Territory Work Rule in the Scheduling Policy.

B.

Mark the Service Territory’s Resources as Required on the Service Appointments.

C.

Ensure the Resource’s Address is in the same Match Territory as the Service Appointments.

D.

Include the Resource Availability Work Rule in the Scheduling Policy.

Universal Containers (UC) is using Field Service and has customer meetings at UC’s offices. When booking meetings, they would like them to begin on hour, every hour, between 9am-5pm. How can this be achieved?

A.

Use Territory-specific Operating Hours.

B.

Use Customer Operating Hours.

C.

Use Multiple Operating Hours with Slots for each hour.

D.

Use Exact Appointments on the Work Types.

A Field Service Technician wants the ability to view a list of currently available parts on another Technician’s truck. The Technician will then have ability to request the part(s) from the other Technician. What should a Consultant recommend to view and transfer parts between Technicians?

A.

Build a solution to utilize the Work Order reporting module to view the truck stock and request transfer of stock.

B.

Build a solution to view the Technician’s truck stock and create a custom process to request transfer to stock.

C.

Build a solution to utilize the Parts transfer functionality to view the truck stock and request transfer of stock.

D.

Build a solution to utilize the Asset inventory functionality to view the truck stock and request transfer of stock.

Universal Containers wants their Technicians to be allowed to reschedule a visit for the same work within the Field Service mobile application. What approach should a Consultant recommend?

A.

Create a Quick Action that will create a new Service Appointment record.

B.

Create a Visualforce page that will create a new Work Order record.

C.

Create a Quick Action that will create a new Work Order record.

D.

Create a Visualforce page that will create a new Service Appointment record.

Universal Containers’ DSO (Days Sales Outstanding) is at an all-time high, and they are evaluating way to shorten the collection time. What will help reduce DSO?

A.

Require Technicians log all non-billable hours.

B.

Require customer signature on billable Work Orders

C.

Require approval on all Installations.

D.

Require Technicians sign-off on Work Orders.

A Dispatcher at Universal Containers has just been informed that one of their field employees, who has five services schedules for today, called in sick. How should the workload be assigned to other Field Technicians?

A.

Drag and drop the Service Appointments to other available Resources and run Optimization.

B.

Ask the Customer Service Rep to call the customers and manually re-schedule for another day.

C.

Change the Scheduling Policy to “High Intensity” and activate the Background Optimization process.

D.

Update the Resource a not available, select the affected Service Appointments, and press “Schedule.”

Universal Containers wants to represent and track a Bill of Material (BoM). What should a Consultant recommend?

A.

Use Assets and define a hierarchy.

B.

Use a custom object to model the BoM.

C.

Use an ERP to manage the BoM.

D.

Use Products and add to an Order.

A Technician is onsite where there is no connectivity and is required to capture the customer’s signature. What is the appropriate order of operations as the Technician goes back online?

A.

Capture signature, update record, sync device, deliver Service Report.

B.

Deliver Service Report, capture signature, update record, sync device.

C.

Deliver Service Report, update record, sync device, capture signature.

D.

Capture signature, sync device, update record, deliver Service Report.