Universal Containers wants its Technicians to follow a Standard Operating Procedure (SOP) while performing preventativeMaintenance on an individual Asset. Each operation should be captured independently, to allow Technicians to enter notes and updateStatuses as they progress with the work. Preventative maintenance should be completed within a single visit. Which data model should the Consultant recommend to Universal Containers?
Work Order Line Items for operations and one Service Appointment for the visit is the appropriate Field Service design. Each SOP operation should be represented as a task-level line item so it can have its own status and notes. The single Service Appointment represents the one onsite visit during which all operations are completed.
Reusable configuration should be preferred over duplicating records or custom objects. Work Types can standardize duration, required skills, required products, and Knowledge, while the Work Order hierarchy and Work Order Line Item hierarchy are available when genuinely separate but related work must be represented.
The alternatives address different parts of the Field Service model. Using multiple appointments would imply multiple visits, while using Work Orders for each operation would fragment one preventive-maintenance job into unnecessarily separate service records.
This approach keeps the implementation aligned with the standard Field Service data model and avoids unnecessary customization. Study Guide reference: Managing Work Orders --- Work Order Line Items; Service Appointments; SOP execution.
Universal Containers wants to track the time a Service Resource spends on each step of more complex repair jobs. This time could include travel, prep and on-site time.
How could the Service Resource's Time Sheet be
configured to track the total time spenton each step?
This option allows tracking the time spent on each step of the work order line item and associating it with the time sheet entry record. Reference:https://help.salesforce.com/s/articleView?id=sf.fs_time_sheets_overview.htm&type=5
universal containers want to limit their technicians view of work orders and appointment in the field service lightning mobile app. What should a consultant recommend to control their technicians?
This option should be recommended to control the technicians' view of work orders and appointments in the field service lightning mobile app, as it allows customizing which fields are displayed on different screens of the app. Reference:https://help.salesforce.com/s/articleView?id=sf.fs_mobile_field_sets.htm&type=5
Universal Containers wants to ensure Technicians have the correct equipment before arriving at a Job site.
Which two considerations should the Consultant take into account when configuring Salesforce Field Service?
Choose 2 answers
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
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