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Question 45 - Certified Field Service Consultant discussion

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Ursa Major Solar (UMS) has implemented Field Service using a private record access model. UMS has also set work types to automatically generate Service Appointments.

Which two sharing options are available for these Service Appointments?

Choose 2 answers

A.
A Service Appointment can be shared by clicking Sharing on the record.
Answers
A.
A Service Appointment can be shared by clicking Sharing on the record.
B.
The Service Appointment's parent record can be shared with the assigned resource.
Answers
B.
The Service Appointment's parent record can be shared with the assigned resource.
C.
Auto-generated scheduled Service Appointments will be shared with resources.
Answers
C.
Auto-generated scheduled Service Appointments will be shared with resources.
D.
Make the dispatcher the assigned resource on the Service Appointments.
Answers
D.
Make the dispatcher the assigned resource on the Service Appointments.
Suggested answer: A, C

Explanation:

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.

Reference: https://help.salesforce.com/s/articleView?id=sf.fs_sharing_manual.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.fs_sharing_automatic.htm&type=5

asked 23/09/2024
Fahim Thanawala
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