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

Field Service Lightning Admin Permissions are required to set up new territories, define new schedule policies, and control settings onthe Gantt chart. These permissions allow users to access and modify field service settings and objects.

This option allows tracking the time spent on each step of the work order line item and associating it with the time sheet entry record. References:https://help.salesforce.com/s/articleView?id=sf.fs_time_sheets_overview.htm &type=5

 A quick action is used to create a record from another recordwith predefined field values. By defining a quick action to create a work order from a case, the agent can easily create a work order for on-site support after verifying the customer’s entitlement and product.

This option allows booking appointments, creating work orders, and viewing work types and work rules, which are the tasks that call center agents are responsible for. References:https://help.salesforce.com/s/articleView?id=sf.fs_permission_sets.htm &type=5

These three objects are associated to the work type, as they define the skills, products, and service appointments that are related to the type of work performed. References:https://help.salesforce.com/s/articleView?id=sf.fs_work_types.htm &type=5

Generation Horizon is a setting that defines how far in advance work orders should be generated from maintenance plans[126]. Defining a generation horizon of 14 days would allow Universal Containers to automatically generate Work Orders 14days before the next suggested maintenance date by creating work orders from maintenance plans within 14 days of their scheduled date[127]. Defining a generation timeframe of 14 days would not automatically generate Work Orders 14 days before the next suggested maintenance date. Generation Timeframe is a setting that defines how often work orders should be generated from maintenance plans[128]. Configuring Auto-generate Work Orders to True would not automatically generate Work Orders 14 days before the next suggested maintenance date. Auto-generate Work Orders is a setting that enables or disables the automatic generation of work orders from maintenance plans[129]. Defining a generation horizon of 20,160 minutes would not automatically generate Work Orders14 days before the next suggested maintenance date. Generation Horizon is measured in days, not minutes[130]. References: https://help.salesforce.com/s/articleView?id=sf.fs_maintenance_plans_overview.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.fs_maintenance_plans_generation_horizon.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.fs_maintenance_plans_generation_timeframe.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.fs_maintenance_plans_auto_generate_work_orders.htm &type=5https://help.salesforce.com/s/articleView?id=sf.fs_maintenance_plans_overview.htm &type=5

These two options allow creating skills that represent qualifications and assigning them to service resources and work orders, and using a work rule to match skills when scheduling appointments. References:https://help.salesforce.com/s/articleView?id=sf.fs_skills.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

This object can be used to share service appointments with service resources in Salesforce Field Service by assigning service resources to service territories and assigning service appointments to the same service territories. References:https://help.salesforce.com/s/articleView?id=sf.fs_service_territories.htm &type=5