Universal Containers wants to limit their Technicians' view of Work Orders and Service Appointments in the SalesforceField Service mobile app.
What should a Consultant recommend to control their Technicians' view?
Field Sets allow controlling which fields are displayed on the Work Orderand Service Appointment cards in the Salesforce Field Service mobile app. Reference:https://help.salesforce.com/s/articleView?id=sf.fs_mobile_fields.htm&type=5
An extreme whether situationimpacts both the volume of work and number of
available resources at universal container
Which approach should a consultant recommend to realign available resources with?
open work?
Global optimization is a process that reschedules all service appointments within a specified time frame based on predefined criteria such as travel time or priority. It can be used when an extreme weather situation impacts both the volume of work and number of available resources at Universal Containers. Resource Schedule optimization is a process that reschedules service appointments assigned to a specific resource based on predefined criteria such as traveltime or priority. It would not address the impact on other resources or unassigned service appointments. Emergency scheduling is a process that assigns emergency service appointments to available resources based on predefined criteria such as travel time or priority. It would not address the impact on existing service appointments or non-emergency service appointments. Customer first scheduling is a process that assigns service appointments based on customer preferences such as preferred time slots or preferred resources. It would not address the impact on resource availability or service level agreements. Reference: https://help.salesforce.com/s/articleView?id=sf.fs_global_optimization_overview.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.fs_resource_schedule_optimization_overview.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.fs_emergency_scheduling_overview.htm&type=5https://help.salesforce.com/s/articleView?id=sf.fs_customer_first_scheduling_overview.htm&type=5
To prepare for an upgrade, a mobile technician creates a product request for three circuit boards to be sent from the main warehouse to the customer site. The completed job needs two of the boards. Which two Field Service tools should the technician use to return the unused circuit board to the warehouse? Choose TWO answers
The technician would use a Return Order to create a return for the unused circuitboard. The Return Order would specify the quantity of the product being returned, the reason for the return, and the shipping address. The technician would then use a Product Receipt to record the receipt of the returned product. The Product Receipt wouldspecify the quantity of the product received, the condition of the product, and the location of the product.
The other two options are incorrect because they are not used to return products. A Work Order is used to track the work that needs to be done on aproduct or service. A Product Transfer is used to move products from one location to another.
Universal Containers wants their Technicians to create an additional visit to complete unfinished work within the Salesforce Field Service mobile application.
Which approach should a Consultant recommend to meet the requirement?
Soft Boundariesand Customer First are two default scheduling policies that meet the requirement of committing preferred resources to accounts and providing prompt service. Soft Boundaries prioritize resources that are assigned to the same account or service territory asthe service appointment. Customer First prioritize resources that have the highest customer satisfaction rating.
Universal Containers needs a team to perform periodic maintenance on the most complex products.
Which feature should the Consultant configure to meet this requirement?
This feature should be configured to meet this requirement, as it allows creating a group of service resources that can perform periodic maintenance on complex products together. Reference:https://help.salesforce.com/s/articleView?id=sf.fs_crew_management.htm&type=5
Emily Miller
18 days ago