Field Service Lightning Consultant

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

  • You have 35 total questions to study from
  • Each page has 5 questions, making a total of 7 pages
  • You can navigate through the pages using the buttons at the bottom
  • This questions were last updated on November 25, 2024
Question 1 of 35

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?

    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 35

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?

    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 35

Universal Containers wants Field Technicians to capture customer authorization via a signature through Salesforce mobile app.

What should a Consultant recommend?

    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 35

Universal Containers wants to invoice its customers for the parts used when performing repairs on installed Assets.

What should a Consultant recommend to track the price of the parts consumed?

    Correct Answer: A

    To track the price of parts used in repairs, Universal Containers should use Products and Price Books. Products represent the items being sold or used, and Price Books contain the pricing information for those products. This setup allows detailed tracking and updating of part prices. Using this structure ensures efficient and accurate billing for the parts consumed during repair activities.

Question 5 of 35

Universal Containers wants their Technicians to record an Asset Number using a barcode scanner when completing Work Orders.

What field type should be configured to capture this information?

    Correct Answer: D

    To capture an Asset Number using a barcode scanner, the field type should be 'Text'. This type of field can store the alphanumeric data that barcodes represent. 'Date', 'Formula', and 'Barcode' are not suitable for this purpose, as 'Date' is specifically for dates, 'Formula' calculates values based on other fields and cannot capture input, and 'Barcode' is not a field type offered by most systems.