Salesforce Field-Service-Consultant - Salesforce Certified Field Service Consultant (SP25)

This feature should be configured to meet this requirement, as it allows creating a group of service resources that can perform periodic maintenance on complex products together. References:https://help.salesforce.com/s/articleView?id=sf.fs_crew_management.htm &type=5

Skills are used to define the level of expertise that a resource hasfor a specific type of work. Skill requirements are used to define the level of expertise that a service appointment needs. Resource skills are used to assign skills to resources. By setting up these components, the system can match service appointments with resources based on their skills.

Work Types are templates that define the duration, skills, and products required for a work order or work order line item. By creating Work Types and SkillRequirements for Install, Break-fix, and Inspections, Universal Containers can standardize creation of Work Orders with the correct skills and estimated time to completion. Work Order Record Types for Break-fix, Install, and Inspection would allow creatingdifferent page layouts and picklist values for different types of work orders, but not define skills and duration. Work Type Line Items for Install, Break-fix, and Inspections would allow creating templates for work order line items, but not work orders.Work Order custom fields to define Install, Break-fix, and Inspections would allow capturing additional information for different types of work orders, but not define skills and duration. References: https://help.salesforce.com/s/articleView?id=sf.fs_work_types.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.fs_work_orders.htm &type=5https://help.salesforce.com/s/articleView?id=sf.fs_work_order_line_items.htm &type=5

A custom Price Book allows different prices for the same products in different markets. A standard Price Book has the same prices for all markets. Pricing rules arenot available for Field Service Lightning. References: https://help.salesforce.com/s/articleView?id=sf.pricebook_custom.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.pricebook_standard.htm &type=5https://help.salesforce.com/s/articleView?id=sf.fs_pricing.htm &type=5

To provide access to the Salesforce Field Service Mobile App, the user’s profile must have the Field Service Mobile permission enabled.Updating Public Group membership, assigning a Field Service Mobile License to the user, or modifying the user record would not grant access to the mobile app. References:https://help.salesforce.com/s/articleView?id=sf.fs_mobile_app_permissions.htm &type=5

Articles are records that contain information or instructions about products, services, or processes[168]. Work Orders are records that track customer requests for service such as repairs or maintenance[169]. Writing a workflow that associates Articles to Work Orders based on a picklist on the Work Order would allow Universal Containers to ensure its Technicians can access Knowledge Articles offline by creating a workflow rule that triggers when a picklist value on the work order is selected and adds the relevant articlesto the work order related list[170]. Using Work Types to assign associated Articles to Work Orders would not work because Work Types are records that define the standard tasks and duration for a specific type of work and do not have a direct relationshipwith articles[171]. Using the Salesforce mobile app with deep linking to the Salesforce Field Service mobile app would not work because deep linking is a feature that allows launching one app from another app and does not affect offline access[172]. Creating a custom mobile app that syncs articles based on Service Appointment assignments would not work because it would require additional development and maintenance and would not leverage the existing Salesforce Field Service mobile app features[173]. References: https://help.salesforce.com/s/articleView?id=sf.knowledge_article_types.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.fs_work_orders.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.fs_work_orders_knowledge_articles.htm &type=5https://help.salesforce.com/s/articleView?id=sf.fs_work_types_overview.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.fs_mobile_deep_linking.htm &type=5https://help.salesforce.com/s/articleView?id=sf.fs_mobile_overview.htm &type=5

Work types can be used to assign associated articles to work orders, which can be accessed offline by technicians using the Field Service Mobile App. The Salesforce Mobile App does not have deep linking to the Field Service Mobile App. Creating a custom Mobile App that syncs articles based on service appointment assignments is not necessaryand would require additional development and maintenance. Writing a workflow that associates articles to work orders based on a picklist on thework order is not recommended and would not ensure offline access. References: https://help.salesforce.com/s/articleView? id=sf.fs_work_types.htm&type=5https://help.salesforce.com/s/articleView?id=sf.fs_mobile_app_overview.htm &type=5

A Service Appointment can be shared by clicking Sharing on the record if manual sharing is enabled in Field Service settings[51]. Auto-generated scheduled Service Appointments will be shared with resources if automatic sharing is enabled in Field Service settings[52]. The Service Appointment’s parent record can be shared with the assigned resource, but this would not affect the sharing of the Service Appointment itself. Making the dispatcher the assigned resource on the Service Appointments would not make sense if they are not performing field service tasks. References: https://help.salesforce.com/s/articleView?id=sf.fs_sharing_manual.htm &type=5https://help.salesforce.com/s/articleView?id=sf.fs_sharing_automatic.htm &type=5