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Universal Containers tracks customer issues in its call center. Sometimes a Technician is required at the customer's location to resolve the issue.

Which sequence of steps should a Consultant recommend to dispatch the Technician?

A.
Create Case, Create Service Appointment, Create Work Order, Dispatch Service Appointment.
A.
Create Case, Create Service Appointment, Create Work Order, Dispatch Service Appointment.
Answers
B.
Create Work Order, Create Case, Dispatch Work Order, Create Service Appointment.
B.
Create Work Order, Create Case, Dispatch Work Order, Create Service Appointment.
Answers
C.
Create Case, Create Work Order, Create Service Appointment, Dispatch Service Appointment.
C.
Create Case, Create Work Order, Create Service Appointment, Dispatch Service Appointment.
Answers
D.
Create Service Appointment, Create Work Order, Create Case, Dispatch Service Appointment.
D.
Create Service Appointment, Create Work Order, Create Case, Dispatch Service Appointment.
Answers
Suggested answer: C

Explanation:

This is the recommended sequence of steps to dispatch a technician for a customer issue. A case is created to track the customer issue, a work order is created to track the work that needs to be done, a service appointment is created to schedule the work, and a service appointment is dispatched to assign it to a technician.

Approximately 70% of Universal Containers^ site visits are inspections and quotation sessions that take roughly the same amount of time and set of resource skills to complete.

What should a Consultant recommend to streamline the creation of these Work Orders?

A.
Create a child Work Order for each similar site visit.
A.
Create a child Work Order for each similar site visit.
Answers
B.
Create Work Types for use on Work Orders.
B.
Create Work Types for use on Work Orders.
Answers
C.
Create a standard set of Work Order Line Items.
C.
Create a standard set of Work Order Line Items.
Answers
D.
Create a work flow to clone the Work Order.
D.
Create a work flow to clone the Work Order.
Answers
Suggested answer: B

Explanation:

Work types are used to define the standard duration and skills required for a specific type of work. By creating work types for similar site visits, the creation of work orders can be streamlined and standardized.

Dispatchers at Universal Containers want to ensure resources assigned to a Work Order have the appropriate level of expertise.

What should a Consultant implement to accomplish this requirement?

A.
Define Work Types, Define Work Order Status, Set up Resource Skills
A.
Define Work Types, Define Work Order Status, Set up Resource Skills
Answers
B.
Set up Skill Requirements, Define Work Types, Set up Routing Rules
B.
Set up Skill Requirements, Define Work Types, Set up Routing Rules
Answers
C.
Define Skills, Set up Skill Requirements, Set up Resource Skills
C.
Define Skills, Set up Skill Requirements, Set up Resource Skills
Answers
D.
Set up Service Locations, Set up Location Skills, Define Work Types
D.
Set up Service Locations, Set up Location Skills, Define Work Types
Answers
Suggested answer: C

Explanation:

Skills are used to define the level of expertise that a resource has for 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.

Ursa Major Solar tracks installed products using the Salesforce Asset object. Each individual solar panel is treated separately. To save money on service calls, many times customers will wait to have a technician come onsite until there are multiple panels that need servicing.

How should the callout for multiple panels be treated in Salesforce?

A.
Create a work order for each installed product and a work order dependency to assign to the same resource.
A.
Create a work order for each installed product and a work order dependency to assign to the same resource.
Answers
B.
Create a work order hierarchy with each installed product as a child work order.
B.
Create a work order hierarchy with each installed product as a child work order.
Answers
C.
Create a work order with a work order line item for each installed product.
C.
Create a work order with a work order line item for each installed product.
Answers
D.
Create an asset hierarchy with each installed product as a child asset in the hierarchy.
D.
Create an asset hierarchy with each installed product as a child asset in the hierarchy.
Answers
Suggested answer: C

Explanation:

Work order line items are used to track individual products or services that are part of a work order. By creating a work order line item for each installed product that needs servicing, the system can track the status and completion of each product separately.

The service director at Ursa Major Solar would like to understand the effect that service objectives have on the assignment of service appointments to service resources.

Where can the director view service objective scores for potential appointment time slots?

A.
Bulk dispatch action
A.
Bulk dispatch action
Answers
B.
Book appointment action
B.
Book appointment action
Answers
C.
Candidates action
C.
Candidates action
Answers
D.
Dispatch console
D.
Dispatch console
Answers
Suggested answer: B

Explanation:

The book appointment action is used to schedule a service appointment based on service objectives and resource availability. The action displays a list of potential time slots with service objective scores for each slot. The higher the score, the better the slot meets the service objectives.

AW Computing groups its technicians based on seniority. The newest techs comprise Tier 1, move to Tier 2 after a year on the job, and get assigned to Tier 3 after 3 years on the job. Resources with more seniority should be considered for a job over resources with less seniority.

How should the field service administrator ensure this corporate policy is enforced considering the Customer First scheduling policy is utilized consistently except in emergency situations?

A.
Create a custom number field to capture the tier number on the service resource.
A.
Create a custom number field to capture the tier number on the service resource.
Answers
B.
Create a queue for each tier group within each territory on the Service Appointment object.
B.
Create a queue for each tier group within each territory on the Service Appointment object.
Answers
C.
Use the Priority field on the service resource assigning Tier 3 techs the lowest number and Tier 1 techs with the highest number.
C.
Use the Priority field on the service resource assigning Tier 3 techs the lowest number and Tier 1 techs with the highest number.
Answers
D.
Make a relevance group on the work rule to filter based on the tier number and add the rule to the policy.
D.
Make a relevance group on the work rule to filter based on the tier number and add the rule to the policy.
Answers
Suggested answer: D

Explanation:

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

The system administrator at Ursa Major Solar creates several custom actions on the Work Order object. Field technicians report that the actions are visible while using the Salesforce mobile app but not visible in the Field Service mobile app.

What are two reasons why the actions only display in the Salesforce mobile app?

Choose 2 answers

A.
The action was added as part of the Salesforce mobile navigation settings options.
A.
The action was added as part of the Salesforce mobile navigation settings options.
Answers
B.
The actions were not added to the Classic Publisher Quick Actions section on the page layout.
B.
The actions were not added to the Classic Publisher Quick Actions section on the page layout.
Answers
C.
The actions were not added to the Mobile and Lightning Actions section on the page layout.
C.
The actions were not added to the Mobile and Lightning Actions section on the page layout.
Answers
D.
The action type being utilized on the Work Order object is Lightning component.
D.
The action type being utilized on the Work Order object is Lightning component.
Answers
Suggested answer: B, C

Explanation:

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.

Universal Containers provides prompt service and has multiple service levels for different customers. Over 50% of Service Appointments are created on the same day that they need to be completed. As a result, a Technician's daily schedule can change multiple times throughout the day.

Which method of dispatching should a Consultant recommend implementing?

A.
Automatically Dispatch Service Appointments using Drip Feed.
A.
Automatically Dispatch Service Appointments using Drip Feed.
Answers
B.
Automatically change the schedule policy.
B.
Automatically change the schedule policy.
Answers
C.
Automatically change the status to Dispatched of all Service Appointments.
C.
Automatically change the status to Dispatched of all Service Appointments.
Answers
D.
Automatically schedule unscheduled services to available Resources.
D.
Automatically schedule unscheduled services to available Resources.
Answers
Suggested answer: A

Explanation:

Drip feed is a feature that automatically dispatches service appointments to resources based on predefined criteria and time intervals. By using drip feed, the system can handle same-day service appointments and adjust the technician's schedule accordingly.

Universal Containers currently tracks its customers' entitlements to support utilizing Salesforce Service Cloud. Service calls that require a Technician to go to the customer's location require the creation of a Work Order. Once the Agent confirms that the customer and product are eligible for on-site support, a Work Order is manually created.

On which object should the Consultant define a Quick Action to create the Work Order?

A.
Entitlement
A.
Entitlement
Answers
B.
Opportunity
B.
Opportunity
Answers
C.
Case
C.
Case
Answers
D.
Contact
D.
Contact
Answers
Suggested answer: C

Explanation:

A quick action is used to create a record from another record with 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.

Universal Containers wants to ensure that Service Appointments are dispatched to Resources from the same Service Territory only.

How can this be configured?

A.
Include the Match Territory Work Rule in the Scheduling Policy.
A.
Include the Match Territory Work Rule in the Scheduling Policy.
Answers
B.
Include the Resource Availability Work Rule in the Scheduling Policy.
B.
Include the Resource Availability Work Rule in the Scheduling Policy.
Answers
C.
Mark the Service Territory's Resources as Required on the Service Appointments.
C.
Mark the Service Territory's Resources as Required on the Service Appointments.
Answers
D.
Ensure the Resource's Address is in the same Territory as the Service Appointments.
D.
Ensure the Resource's Address is in the same Territory as the Service Appointments.
Answers
Suggested answer: A

Explanation:

A work rule is used to define scheduling constraints and preferences for service appointments. The Match Territory work rule is used to ensure that service appointments are dispatched to resources from the same service territory only.

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