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Question 28 - Certified Field Service Consultant discussion

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Universal Containers wants to assign Service Appointment based on the Polygon of the child service territory in the hierarchy.

How should a Consultant assign Service Appointments to the Polygon?

A.
Set the Polygon Assignment Policy to the Highest Level.
Answers
A.
Set the Polygon Assignment Policy to the Highest Level.
B.
Set the Territory Assignment Policy to the Highest Level.
Answers
B.
Set the Territory Assignment Policy to the Highest Level.
C.
Set the Territory Assignment Policy to the Lowest Level.
Answers
C.
Set the Territory Assignment Policy to the Lowest Level.
D.
Set the Polygon Assignment Policy to the Lowest Level.
Answers
D.
Set the Polygon Assignment Policy to the Lowest Level.
Suggested answer: D

Explanation:

Polygons are geographic areas that define service territories for scheduling and optimization purposes. The Polygon Assignment Policy determines which polygon in a service territory hierarchy is used to assign service appointments to service resources based on their location or skills.Setting it to the Lowest Level ensures that service appointments are assigned based on the polygon of the child service territory in the hierarchy1.Setting it to the Highest Level would use the polygon of the parent service territory in the hierarchy1. The Territory Assignment Policy determines which territory in a hierarchy is used to filter available resources for scheduling.It does not affect polygon assignment.

Reference:1https://help.salesforce.com/s/articleView?id=sf.fs_polygons_overview.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.fs_territories_overview.htm&type=5

asked 23/09/2024
Luke Smith
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