Tag - Field Service Consultant exam

Universal Containers wants their Technicians to capture potential up-sell opportunities identified during site visits that will then be addressed by the inside sales team. What Configuration will support this requirement?A . Create a Service Appointment Quick Action to create a Lead record and add it to the appropriate page layout....

Universal Containers wants to offer customers a Maintenance Plan that provides 12 monthly checkups. The customer will call to schedule each visit. How should a Consultant configure the Maintenance Plan to meet this requirement?A . Set Frequency to 1 Month; Generation Timeframe of 12; check Auto-generate work orders. B. Set...

Universal Containers performs multi-staged jobs, where the second job can only begin after completion of the first job. How should a Consultant recommend implementing this process?A . Create two Service Appointments, set the Related Service Appointment and Time Dependency. B. Create one Service Appointment with the total duration of the...

Northern Trail Outfitters has hired a contractor to help with service calls on an as-needed basis. The contractor should be limited to travel a maximum of 50 minutes from home. Which action should a consultant recommend?A . Link rules to Relevance Groups. B. Assign a high efficiency score. C. Check...

When the universal container UC technician installed a product at a customer site the technician must perform all future work for that customer Which process should the consultant use to meet the requirements?A . Add the resources as a required resource on the contact B. Add the resources as a...

universal container wants its technician to follow a standard operating procedure (S O P) while performing maintenance on an individual asset. Each operation should be captured independently to allow technician to enter note and update status they progress with the work preventative maintenance should be with a single visit Which...

Universal containers want to track the full lifecycle of an installed product, including when a swap is needed as part of a service order. Which steps technicians follow to report that a substitute asset is installed?A . Mark installed asset as "shipped" - create a new product - relate the...

Universal Containers wants Field Technicians to capture customer authorization via a signature through Salesforce mobile app. What should a Consultant recommend?A . Create a Quick Action on the Service Appointment to launch a Visualforce signature page. B. Create an Approval Process from the Service Appointment for the customer's Authorization. C....

Universal Containers utilizes two contractors, Contractor 1 and Contractor 2, to perform repair work, Contractor 1 has provided service longer for Universal Containers and is considered to have more repair work expertise than Contractor 2. How should a Consultant configure this expertise for Contractor 1 versus Contractor 2?A . Assign...

Universal Containers wants to limit their Technicians' view of Work Orders and Service Appointments in the Salesforce Field Service mobile app. What should a Consultant recommend to control their Technicians' view?A . Mini-Page Layouts B. Page Layouts C. Visualforce Pages D. Field SetsView AnswerAnswer: B