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

Universal Containers Technicians frequently need to request more parts from another inventory location when stock runs low. How can Universal Container Technicians achieve this for each product requested?

A. Create a Shipment and a Product request line item.

B. Create a Product Consumed and a Produc request line item.

C. Create a Product Request and a Product request line item.

D. Create a Work Order Line Item and a Product request line item.

C.   Create a Product Request and a Product request line item.

Explanation:

This question focuses on the process for a technician to order parts from an inventory location to their current location.

A Product Request is the master object that represents the entire request to transfer inventory from one location (e.g., a central warehouse) to another (e.g., the technician's van or a local depot). It contains header-level information like the source and destination locations.

Product Request Line Items are the child records of the Product Request. Each line item specifies the exact product and the quantity being requested. A single Product Request can contain multiple line items for different products.

This two-step process (create the header record, then add line items) is the standard and supported way to request parts in Salesforce Field Service inventory management.

đź”´ Option A is incorrect: A Shipment is created to represent the fulfillment of a transfer or order (like a Product Request) once it is being acted upon, not the initial request itself.

đź”´ Option B is incorrect: Product Consumed is used to record parts that have been used on a Work Order, reducing on-hand inventory. It is not used to request new parts.

đź”´ Option D is incorrect: A Work Order Line Item defines a product needed to complete a job. While it can be the reason for a parts request, it is not the mechanism for creating the request itself. The request process is handled through the dedicated Product Request objects.

đź”— Reference:
Salesforce Help: "Request Inventory Using the Mobile App"
Key Concept: The Product Request object is the formal way to request a transfer of inventory, and it contains Product Request Line Items for the specific products needed.

Ursa Major Solar (UMS) has implemented Field Service using a private record access model. UMS has also set work types to automatically generate Service Appointments. Which two sharing options are available for these Service Appointments? Choose 2 answers

A. A Service Appointment can be shared by clicking Sharing on the record.

B. The Service Appointment's parent record can be shared with the assigned resource.

C. Auto-generated scheduled Service Appointments will be shared with resources.

D. Make the dispatcher the assigned resource on the Service Appointments.

A.   A Service Appointment can be shared by clicking Sharing on the record.
C.   Auto-generated scheduled Service Appointments will be shared with resources.

Explanation:

A Service Appointment can be shared by clicking Sharing on the record if manual sharing is enabled in Field Service settings[51]. Auto-generated scheduled Service Appointments will be shared with resources if automatic sharing is enabled in Field Service settings[52]. The Service Appointment’s parent record can be shared with the assigned resource, but this would not affect the sharing of the Service Appointment itself. Making the dispatcher the assigned resource on the Service Appointments would not make sense if they are not performing field service tasks.

References:

https://help.salesforce.com/s/articleView?id=sf.fs_sharing_manual.htm&type=5

https://help.salesforce.com/s/articleView?id=sf.fs_sharing_automatic.htm&type=5

Technicians at Universal Containers use the Salesforce Field Service mobile app at customer sites. After completing work, the Technician updates the Service Appointment status to Complete and saves the record. Dispatchers see the appointment as Dispatched on the console instead of seeing the Complete status update. Which two troubleshooting steps should a Consultant take to resolve the issue? Choose 2 answers

A. Investigate the Work Order lifecycle.

B. Confirm the Technician's mobile device is online.

C. Verify the Dispatcher ran the Service Appointment data job.

D. Review Service Appointment automation.

B.   Confirm the Technician's mobile device is online.
D.   Review Service Appointment automation.

Explanation:

These two troubleshooting steps should be taken to resolve the issue, as they could explain why the service appointment status is not updated correctly on the console.

References:

https://help.salesforce.com/s/articleView?id=sf.fs_mobile_troubleshooting.htm&type=5

Universal Containers wants to track Technicians' van stock using the Salesforce Field Service mobile app a ensure that Technicians report when parts are used. Which three data elements should a Consultant recommend tracking to support these requirements? Choose 3 answers

A. Inventory

B. Warehouse Locations

C. Products Consumed

D. Products Required

E. Mobile Locations

A.   Inventory
C.   Products Consumed
E.   Mobile Locations

Explanation:

Inventory is used to track product quantities in different locations such as warehouses or vans. Products Consumed are used to report when parts are used by technicians during service appointments and adjust inventory levels accordingly. Mobile Locations are used to track inventory in technicians’ vans or trucks using geolocation data from their mobile devices. Warehouse Locations are used to track inventory in fixed locations such as warehouses or depots using address data from their records. Products Required are used to request products from inventory for a service appointment, but do not ensure that technicians report when parts are used.

References:

https://help.salesforce.com/s/articleView?id=sf.fs_inventory_overview.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.fs_products_consumed.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.fs_mobile_locations_overview.htm&type=5

Which two features on the Dispatcher Console should the Consultant use to visualize Rule Violating Service Appointments? Choose 2 answers

A. Color Palettes

B. Gantt

C. Gantt Map

D. Appointment List

A.   Color Palettes
D.   Appointment List

Explanation:

Color Palettes are settings that allow dispatchers to customize the colors of service appointments on the Gantt based on different criteria such as status, priority, or rule violations[154]. Appointment List is a tool that allows dispatchers to view and filter service appointments in a list view based on different criteria such as status, priority, or rule violations[155]. Using these two features on the Dispatcher Console would allow visualizing Rule Violating Service Appointments by setting up color codes or filters based on rule violations. Gantt is a tool that allows dispatchers to view and manage service appointments on a timeline[156]. Gantt Map is a tool that allows dispatchers to view and manage service appointments on a map[157]. Using these two features on the Dispatcher Console would not allow visualizing Rule Violating Service Appointments by themselves unless combined with color palettes or appointment list.

References:

https://help.salesforce.com/s/articleView?id=sf.fs_gantt_color_palettes_overview.htm&type =5

https://help.salesforce.com/s/articleView?id=sf.fs_appointment_list_overview.htm&type=5

https://help.salesforce.com/s/articleView?id=sf.fs_gantt_overview.htm&type=5

https://help.salesforce.com/s/articleView?id=sf.fs_gantt_map_overview.htm&type=5

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