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

These two settings ensure that each inspection is completed within a single visit and includes all installed assets on site. References:https://help.salesforce.com/s/articleView?id=sf.fs_maintenance_plans_overview.htm &type=5

This option allows applying different prices for the same product based on the customer agreement, and avoids duplicating products that have standard prices. References:https://help.salesforce.com/s/articleView?id=sf.fs_price_books.htm &type=5

Serialized inventory allows tracking individual product items by serial number, which is useful for traceability from factory to customer sites. Unsterilized inventory allows tracking product quantities without serialnumbers, which is suitable for disposable kits that are not reused or returned. Creating both products and kits as serialized or unsterilized inventory would not meet the requirement of traceability for products and disposability for kits. References: https://help.salesforce.com/s/articleView?id=sf.fs_serialized_inventory_overview.htm &type=5https://help.salesforce.com/s/articleView?id=sf.fs_unserialized_inventory_overview.htm &type=5

These two scenarios are fully supported by Maintenance Plans, which allow creating recurring work orders and service appointments based on various criteria. References:https://help.salesforce.com/s/articleView?id=sf.fs_maintenance_plans_overview.htm &type=5

A relevance group is used to filter resources based on a custom field value. By creating a relevancegroup on the work rule to filter based on the tier number, the system can prioritize resources with higher seniority for a service appointment.

Service Territories are used to group resources and service appointments based on geographic areas or other criteria. The recommended limit for service appointments per territory per day is 500 for optimal performance and user experience. References: https://help.salesforce.com/s/articleView?id=sf.fs_territories.htm &type=5https://help.salesforce.com/s/articleView?id=sf.fs_limits.htm &type=5

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

Inventory is used to track product quantities in different locations such as warehouses or vans. Products Consumed are used to report when parts are used by technicians during service appointments and adjust inventory levels accordingly. Mobile Locations are used to track inventory in technicians’ vans or trucks using geolocation data from their mobile devices. Warehouse Locations are used to track inventory in fixed locations such as warehouses or depots using address data from their records. Products Required are used to request products from inventory for a service appointment, butdo not ensure that technicians report when parts are used. References: https://help.salesforce.com/s/articleView?id=sf.fs_inventory_overview.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.fs_products_consumed.htm &type=5https://help.salesforce.com/s/articleView?id=sf.fs_mobile_locations_overview.htm &type=5

Creating a new Service Appointment on the original Work Order is the bestoption because it will allow Universal Containers to track the work that was done on the initial visit and the work that needs to be done on the return visit. Rescheduling the Service Appointment for the new date is also a good option because it will allowUniversal Containers to track the date and time of the return visit.

The other two options are not as good because they will not allow Universal Containers to track the work that was done on the initial visit. Creating a new Work Order and Service Appointment would create a new record for the return visit, which would not be linked to the original Work Order. Rescheduling the Work Order for the new date would reschedule the entire Work Order, including the initial visit, which would not be accurate.

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.