Field Service Lightning Consultant

Here you have the best Salesforce Field Service Lightning Consultant practice exam questions

You have 129 total questions to study from
Each page has 5 questions, making a total of 26 pages
You can navigate through the pages using the buttons at the bottom
This questions were last updated on January 8, 2026
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Question 1 of 129

Universal Containers has Role-based Technicians and Managers who handle Service Appointments. Many times, Technicians arrive on-site but are unable to gain access to the customer's equipment. In this scenario, only the Manager has permission to cancel the Service Appointment.
Who should a Consultant recommend adhering to this business process?

Assign Permission Sets that allow Status Transitions.

Allow Status Transitions based on Role.

Limit Status Transitions based on Profile.

Configure Status Transitions based on Resource Type.

Correct Answer: B

The best approach is to allow status transitions based on role. This solution aligns with the business process described, where only Managers have the ability to cancel the Service Appointment. By configuring the system to permit status transitions based on user roles, with specific permissions for Managers, the role-based distinction can be effectively maintained, ensuring that Technicians cannot cancel the appointments but Managers can.

Question 2 of 129

Universal Containers is tracking customer issues in their call center. Sometimes this requires a Technician to be on-site at the customer's location.
What set of steps should a Consultant recommend to dispatch the Technician?

Create Case, Create Service Appointment, Create Work Order, Dispatch Service Appointment.

Create Work Order, Create Case, Dispatch Work Order, Create Service Appointment.

Create Service Appointment, Create Work Order, Create Case, Dispatch Service Appointment.

Create Case, Create Work Order, Create Service Appointment, Dispatch Service Appointment.

Correct Answer: D

The correct sequence starts with creating a Case, which is the logging of the customer's issue. Next, a Work Order is created to detail the tasks that need to be completed for the issue. Then, a Service Appointment is generated to schedule when the Technician will visit the customer's location. Finally, the Service Appointment is dispatched, ensuring the Technician is informed of and assigned to the task. This process ensures that the issue is documented, the necessary work is outlined, and the Technician is properly scheduled and dispatched to the customer's location.

Question 3 of 129

Universal Containers wants Field Technicians to capture customer authorization via a signature through Salesforce mobile app.
What should a Consultant recommend?

Create a Quick Action on the Service Appointment to launch a Visualforce signature page.

Create an Approval Process from the Service Appointment for the customer's Authorization.

Create a Checkbox on the Service Appointment that will capture the customer's Authorization.

Create a custom text field to capture the customer's signature on Salesforce mobile app.

Correct Answer: A

To capture a customer’s signature via the Salesforce mobile app, the most appropriate solution is to create a Quick Action on the Service Appointment to launch a Visualforce signature page. A Quick Action can easily integrate with mobile devices and enable capturing signatures in a structured and secure manner. A checkbox or custom text field would not be suitable as they lack the capability to capture actual signatures, and an approval process is not designed for capturing customer authorization via signature.

Question 4 of 129

Universal Containers maintains their service level agreements at the customer level only.
How can a consultant ensure agents can verify coverage?

Set up Entitlement Process, set up Service Contracts, display the related List on the Contact Page Layout.

Create Milestones, set up Entitlement Process, display the related List on the Work Order Page Layout.

Create Milestones, set up Entitlement Process, display the related List on the Account Page Layout.

Create Contract Line Items, set up Entitlement Process, display the related List on the Asset Page Layout.

Correct Answer: C

Question 5 of 129

In the Dispatch Console, when viewing the Map, which three data elements can be presented to the Dispatcher? (Choose three)

Google Traffic Data

Service Appointment Dependencies

Resource's Home Base

Service Appointments

Resources Travel Speed

Correct Answer: A, C, D