Field-Service-Consultant Exam Questions With Explanations

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Salesforce Field-Service-Consultant Exam Sample Questions 2025

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Salesforce Spring 25 Release
192 Questions
4.9/5.0

How should the Consultant recommend visualizing the highest revenue generating Service Appointments on the Gantt?

A. Use Map Report Layers.

B. Color code using Gantt Palettes.

C. Create a Gantt Action to highlight.

D. Add the relevant field to the Field Set.

B.   Color code using Gantt Palettes.

Explanation:

The most direct and visually effective way to highlight specific Service Appointments on the Gantt chart is by using Gantt Palettes. This feature allows an administrator to define color-coding rules based on the values of fields on the Service Appointment or related records. By creating a rule that assigns a specific color to Service Appointments with high revenue, dispatchers can quickly identify and prioritize these high-value jobs at a glance.

A. Use Map Report Layers: ❌ Map layers are used to show data from reports on the map, not to change the color of service appointments on the Gantt chart itself.

C. Create a Gantt Action to highlight: ❌ A Gantt Action is used to perform a specific function (e.g., dispatch, schedule) on a service appointment, not to change its visual appearance based on a field value.

D. Add the relevant field to the Field Set: ❌ Adding a field to a field set makes the data visible on the record details popup on the Gantt, but it does not change the color of the service appointment's bar on the timeline.

Reference: 📖
Salesforce Field Service Documentation on Customize the Gantt Chart. The documentation explains how to use Gantt Palettes to color-code service appointments and provide visual cues to the dispatchers.

The Dispatcher at Universal Containers wants to schedule Service Appointments from the Dispatch Console while taking the Scheduling Policy into consideration. Which three options are available to the Dispatcher? Choose 3 answers

A. Select a Service Appointment from the list and use the “Schedule” action.

B. Select a Service Appointment from the list, use the “Change Status” action and “Dispatch.”

C. Select multiple Service Appointments from the list and bulk schedule them.

D. gy Select a Service Appointment from the list, use the “Candidates” action, and select the best time slot.

E. Select a Service Appointment from the list, use the “Edit” action and allocate the Resource.

A.   Select a Service Appointment from the list and use the “Schedule” action.
C.   Select multiple Service Appointments from the list and bulk schedule them.
D.   gy Select a Service Appointment from the list, use the “Candidates” action, and select the best time slot.

Explanation:

These three options are available to the dispatcher to schedule service appointments from the dispatch console while taking the scheduling policy into consideration. References: https://help.salesforce.com/s/articleView?id=sf.fs_dispatch_console_schedule_appointmen ts.htm&type=5

Universal Containers (UC) normally focuses on minimizing travel. Weather can cause situations that require expedited on-site service. How should a Consultant recommend UC handle unplanned service during times of severe weather?

A. Postpone all lower-priority jobs and extend Due Dates.

B. Configure an Emergency Policy and use the Emergency Wizard.

C. Manually flag Service Appointments as "In Jeopardy” due to weather.

D. Configure a new Service Level for immediate assignment.

B.   Configure an Emergency Policy and use the Emergency Wizard.

Explanation:

This option allows handling unplanned service during times of severe weather by creating a policy that overrides the existing scheduling policy and using a wizard to reschedule service appointments based on the emergency policy. References: https://help.salesforce.com/s/articleView?id=sf.fs_emergency_wizard.htm&type=5

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 'Keep These Appointments Scheduled'.

D. Include a Match Fields work rule

D.   Include a Match Fields work rule

Explanation:

Match Fields work rules are rules that restrict travel distance between home location and first appointment location for resources[64]. Including a Match Fields work rule would allow limiting contractors to travel a maximum of 50 minutes from home by setting up criteria such as travel distance less than or equal to 50 minutes between home location field and first appointment location field[65]. Linking rules to Relevance Groups would not limit travel distance between home location and first appointment location for resources. Relevance Groups are groups of rules that apply only to specific types of services such as emergency or preventive maintenance[66]. Assigning a high efficiency score would not limit travel distance between home location and first appointment location for resources. Efficiency score is a metric that measures how well resources use their working hours based on factors

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

A. Work Order

B. Return Order

C. Product Transfer

D. Product Receipt

B.   Return Order
D.   Product Receipt

Explanation:

The technician would use a Return Order to create a return for the unused circuit board. 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 would specify 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 a product or service. A Product Transfer is used to move products from one location to another.

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