Pass the Salesforce Field Service Lightning program Field-Service-Consultant Questions and answers with CertsForce

Scheduling, dispatching, and knowledge base are three field service processes that can help reduce the mean-time-to-service. Scheduling is the process of assigning service appointments to resources based on their availability, skills, and location. Dispatching is the process of sending service appointments to resources and tracking their status and location. Knowledge base is a repository of articles that provide information and solutions for common issues and questions.

This optionallows setting operating hours for accounts to specify when service can be performed for customers. References:https://help.salesforce.com/s/articleView?id=sf.fs_operating_hours.htm &type=5

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

To perform multi-staged jobs, where the second job can only begin after completion of the first job, two service appointments can be created and linked by setting the Related Service Appointment field on the second service appointment to point to the first one, and setting the Time Dependency field to After Previous. Creating one service appointment with the total duration of the two jobs and assigning two resources would not ensure that the second job starts after the first one. Creating two service appointments and scheduling them to the same resource or creating one service appointment and scheduling it to twodifferent resources would not create a dependency between the jobs. References: https://help.salesforce.com/s/articleView?id=sf.fs_service_appointments.htm &type=5https://help.salesforce.com/s/articleView?id=sf.fs_service_appointment_dependencies.htm &type=5

A custom approval process on work orders is used to define the steps and criteria forapproving a work order before it can be closed. A custom validation rule on work orders is used to check the data entered on a work order and prevent it from being saved if it does not meet the specified conditions. By using these configurations, the system can prevent work orders from being closed until the customer service report is signed.

These two applications allow viewing all of the absence records at once, as they support displaying related lists on objects such as service resources or service territories. References:https://help.salesforce.com/s/articleView?id=sf.fs_absences_overview.htm &type=5

This option should be recommended to meet this requirement, as it allows creating a service resource that represents a group of technicians who work together on the same service appointment. References:https://help.salesforce.com/s/articleView?id=sf.fs_crew_management.htm &type=5

This option allows handling unplanned service during times of severe weather by creating a policy that overrides the existing scheduling policy and using a wizard to reschedule service appointments based on the emergency policy. References:https://help.salesforce.com/s/articleView?id=sf.fs_emergency_wizard.htm &type=5

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.