An agent has to create a Work Order for a complex installation. A Work Order Line Item is created for each required component so it can be tracked and priced separately. However, a few of the components are only on the company’s Preferred Price Book while the others are on the U.S. Price Book. Which solution should a Consultant recommend so the agent can meet this requirement?

A. Create one Work Order and add Work Order Line Items based on the Price Book selected on the Work Type.

B. Create one Work Order for each Price Book and use Work Types to assign the Price Book to each Work Order Line Item.

C. Create one Work Order and override the price on Work Order Line Items for products on the Preferred Price Book.

D. Create one Work Order for each Price Book and add Work Order Line Items to the appropriate Work Order based on its Price Book.

C. Create one Work Order and override the price on Work Order Line Items for products on the Preferred Price Book.

Explanation:

A Work Order can have only one Price Book associated with it, which is determined by the Price Book selected on the Work Type. To use products from different Price Books on the same Work Order, the price on Work Order Line Items for products on other Price Books can be overridden manually or by using automation tools such as Process Builder or Apex triggers. Creating one Work Order for each Price Book or using Work Types to assign Price Books to each Work Order Line Item would not allow using products from different Price Books on the same Work Order.

References:

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

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

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

Universal Containers wants to increase customer satisfaction by committing preferred resources to accounts and providing prompt service. Which two default Scheduling Policies meet this requirement? Choose 2 answers

A. High Intensity

B. Soft Boundaries

C. Customer First

D. Emergency Policy

B. Soft Boundaries
C. Customer First

Explanation:

Soft Boundaries and Customer First are two default scheduling policies that meet the requirement of committing preferred resources to accounts and providing prompt service. Soft Boundaries prioritize resources that are assigned to the same account or service territory as the service appointment. Customer First prioritize resources that have the highest customer satisfaction rating.

References:

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

An inventory manager at Universal Containers wants to better understand the distribution of a critical and expensive part across all inventory locations as the part is reused and restocked. What should the Consultant leverage to meet this requirement?

A. Maintenance Plan

B. Product Item

C. Entitlement Plan

D. Assets

B. Product Item

Explanation:

Product Items are records that track the location, quantity, and status of a product in inventory[43]. Product Items can be used to better understand the distribution of a critical and expensive part across all inventory locations as the part is reused and restocked. Maintenance Plan is a feature that defines the recurring service schedule for an asset or a product[44]. Entitlement Plan is a feature that defines the terms of support for customers such as number of cases allowed or response time[45]. Assets are records that represent products that customers have purchased and that require service[46].

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

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

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

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

How should a Consultant configure Salesforce Field Service to ensure agents and dispatchers can quickly create Work Orders with the appropriate materials?

A. Create Work Types with Work Order Line Items.

B. Create Work Types with Products Consumed.

C. Create Work Types and Locations.

D. Create Work Types with Products Required.

Explanation:

Work Types are templates that define the duration, skills, and products required for a work order or work order line item. By creating Work Types with Products Required, agents and dispatchers can quickly create Work Orders with the appropriate materials. Creating Work Types with Products Consumed or Products Required would not populate products on Work Orders automatically, but would require manual entry or consumption by technicians. Creating Work Types and Locations would not affect products on Work Orders, but would affect scheduling and optimization of service appointments.

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

To ensure that preventative maintenance work can be completed on time. Universal Containers wants to automatically generate Work Orders 14 days before the next suggested maintenance date. How should the Consultant meet this requirement?

A. Define a generation horizon of 14 days.

B. Define a generation timeframe of 14 days.

C. Configure Auto-generate Work Orders to True.

D. Define a generation horizon of 20,160 minutes.

A. Define a generation horizon of 14 days.

Explanation:

Generation Horizon is a setting that defines how far in advance work orders should be generated from maintenance plans[126]. Defining a generation horizon of 14 days would allow Universal Containers to automatically generate Work Orders 14 days before the next suggested maintenance date by creating work orders from maintenance plans within 14 days of their scheduled date[127]. Defining a generation timeframe of 14 days would not automatically generate Work Orders 14 days before the next suggested maintenance date. Generation Timeframe is a setting that defines how often work orders should be generated from maintenance plans[128]. Configuring Auto-generate Work Orders to True would not automatically generate Work Orders 14 days before the next suggested maintenance date. Auto-generate Work Orders is a setting that enables or disables the automatic generation of work orders from maintenance plans[129]. Defining a generation horizon of 20,160 minutes would not automatically generate Work Orders 14 days before the next suggested maintenance date. Generation Horizon is measured in days, not minutes[130].

References:

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

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

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

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

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

Field-Service-Consultant Practice Test

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