Last Updated On : 20-Feb-2026
Salesforce Certified Field Service Consultant - FS-Con-101 Practice Test
Prepare with our free Salesforce Certified Field Service Consultant - FS-Con-101 sample questions and pass with confidence. Our Field-Service-Consultant practice test is designed to help you succeed on exam day.
Salesforce 2026
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.
Explanation:
In Salesforce, a single Work Order can only be associated with one Price Book at a time. This is a fundamental data model constraint: the Price Book field on the Work Order object determines pricing for all related line items. Since the required components span two different Price Books (Preferred and U.S.), the only scalable, compliant solution is to create two separate Work Orders—one linked to each Price Book—and assign the relevant Work Order Line Items accordingly. This ensures accurate pricing, invoicing, and reporting without manual overrides or data integrity risks. For example:
Work Order 1 (Preferred Price Book) → Line Items for components A, B
Work Order 2 (U.S. Price Book) → Line Items for components C, D
While this creates two records, it maintains pricing fidelity and leverages native Salesforce functionality.
Why the Other Options Are Incorrect
A: A single Work Order cannot use multiple Price Books—even if Work Types reference different books. The Work Order’s Price Book field overrides all child line items.
B: Work Types do not control Price Book assignment; they define skills, duration, and templates—but not pricing catalogs.
C: Manually overriding prices on line items is error-prone, bypasses discount rules, and breaks auditability. It also requires user intervention, increasing processing time and risk.
Salesforce’s architecture enforces one Price Book per transactional record (Opportunity, Work Order, etc.). Option D respects this rule while meeting business needs.
Reference:
Salesforce Help – “Price Books and Work Orders”
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
C. Customer First
Explanation:
Why the answers are right
Universal Containers wants two outcomes: (1) commit preferred resources to accounts and (2) provide prompt service. In Salesforce Field Service, the mechanism that directly supports “preferred resources” is resource preferences (Preferred/Required/Excluded) and the scheduling policy’s work rules that prioritize or enforce those preferences during scheduling. Salesforce’s documentation on Field Service scheduling policies describes Customer First as the baseline default policy that prioritizes customer-centric scheduling decisions and incorporates rules/objectives that favor matching customer expectations—this includes honoring customer-resource relationships (such as preferred resources) and finding suitable time slots quickly.
Soft Boundaries is explicitly described by Salesforce as “identical to the Customer First policy, but allows the sharing of employees between territories to enhance service coverage.” That “soft boundary” behavior helps with the “prompt service” part of the requirement because it increases the pool of eligible resources when territory capacity is constrained—meaning the system can still schedule quickly while still using the same customer-first logic. In other words: Customer First gives the customer-centric preference logic, while Soft Boundaries preserves that logic but reduces delays by allowing cross-territory sharing when needed.
Also, Salesforce distinguishes emergency handling from normal scheduling, and the question is about improving satisfaction broadly by committing preferred resources and being prompt—this is exactly the use case for Customer First + Soft Boundaries, not emergency-only policies. Finally, “default scheduling policies” is a strong exam clue: Salesforce names and documents these policies directly, including the Soft Boundaries description relative to Customer First.
Why the other options are incorrect
A. High Intensity:
This policy is typically associated with a more aggressive optimization posture (e.g., squeezing travel time, maximizing utilization, heavier constraint solving). While it might improve efficiency, it does not specifically map to “committing preferred resources to accounts” as clearly as Customer First/Soft Boundaries do, and it’s not the best “default policy” pairing for customer-preference-driven assignment. (In exam terms: it’s more “operational efficiency” than “customer preference commitments.”)
D. Emergency Policy:
Salesforce documents Emergency scheduling as a special case used to find resources for emergency appointments. It’s not the normal policy for day-to-day work and does not represent a standard approach for committing preferred resources across accounts. It’s purpose-built for urgent exceptions, not ongoing customer satisfaction strategy.
References:
Salesforce Help: Create and Manage Field Service Scheduling Policies (describes Customer First and Soft Boundaries; Soft Boundaries identical to Customer First but allows cross-territory sharing).
Salesforce Help: Add Service Resource Preferences in Field Service (resource preferences and how they’re used for scheduling).
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
Explanation:
Product Item is the fundamental Salesforce object that tracks individual instances of products across inventory locations, making it the perfect solution for understanding the distribution of critical, expensive parts. Each Product Item represents a specific, serialized (or lot-controlled) unit of inventory that can be tracked as it moves between locations, is consumed in service work, returned, or restocked. For Universal Containers' requirement to track a critical part across all inventory locations as it's reused and restocked, Product Items provide:
1) Individual tracking—each part unit has its own record with serial number and history;
2) Location visibility—current location and movement history between warehouses, trucks, and field locations;
3) Status tracking—whether the part is available, in use, being repaired, or quarantined;
4) Usage history—which work orders consumed the part, when, and for which customers;
5) Reuse tracking—when parts are returned, refurbished, and restocked into inventory.
This granular tracking is essential for expensive parts where each unit's location, condition, and usage history directly impacts financial accounting, warranty management, and service delivery reliability.
Why Other Answers Are Incorrect
Option A (Maintenance Plan):
Schedules recurring maintenance work but doesn't track part distribution. While Maintenance Plans might generate Work Orders that consume parts, they operate at the planning level rather than the individual part tracking level. A Maintenance Plan ensures maintenance occurs regularly but doesn't provide visibility into where specific part instances are located or how they move through the supply chain.
Option C (Entitlement Plan):
Defines customer service rights and warranties but doesn't track physical part distribution. Entitlement Plans specify what services or parts customers are entitled to under warranty or service contracts, but they don't track the physical movement of individual part units between inventory locations. This addresses contractual relationships rather than inventory management.
Option D (Assets):
Represent customer-owned equipment, not company inventory. While assets might contain critical parts, Assets track what customers own, not what Universal Containers has in its inventory for service use. The inventory manager needs to track parts in Universal Containers' possession across their warehouses and trucks, not parts installed in customer equipment.
References:
Salesforce Inventory Management Guide states: "For tracking critical, expensive parts across inventory locations with reuse and restocking history, use Product Items with serial or lot tracking. Each Product Item record tracks an individual part unit's location, status, movement history, and usage across its lifecycle."
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:
This question is really about speed, consistency, and correctness at work creation time. UC wants agents and dispatchers to create work orders that already include the appropriate materials needed for the job—so technicians arrive prepared, inventory can be staged, and first-time fix rate improves.
In Field Service, the most scalable way to standardize “what’s needed for this kind of job” is the Work Type. Work Types act as templates: when you apply a work type to a work order or work order line item, it can drive standardized duration, skills, and—critically—required products/materials. Salesforce’s Field Service data model includes ProductRequired records, and Salesforce explicitly states that required products can be added to work types, work orders, and work order line items to ensure the assigned service resource arrives with the right items. Putting the required products on the Work Type ensures that whenever an agent selects that Work Type, the work is created with the correct bill-of-materials guidance for that job category.
This approach supports the “quickly create” requirement: agents choose a work type (e.g., “Replace Valve,” “Quarterly Inspection,” “Install Sensor”) and the system provides the expected materials list. It also supports governance: product requirements are maintained centrally in the work type, not reinvented on each work order. If the process changes (new part revision, additional consumable), the admin updates the work type once and all future work orders benefit.
In addition, Work Types with Products Required integrates naturally with other inventory flows: technicians can compare what’s required vs what they have, and if short, they can create product requests/transfers. It’s also aligned with Salesforce training content that emphasizes work types as a way to standardize required parts and skills for common jobs.
Why the Other Options Are Incorrect
A. Work Types with Work Order Line Items:
Line items describe the work tasks/products being serviced, but they are not the standard mechanism for predefining “materials required to complete the job.” You can use WOLIs for tracking, but Products Required is the purpose-built feature for ensuring materials readiness.
B. Work Types with Products Consumed:
“Consumed” is a record of what was actually used after/during the job, not what is expected beforehand. It doesn’t help agents create work orders “with appropriate materials” up front.
C. Work Types and Locations:
Locations matter for where work occurs and inventory storage, but they don’t automatically define which materials are required for the job type.
References:
Salesforce Developer Docs: ProductRequired object (required products can be added to work types/work orders/WOLIs to ensure resources arrive with the right items).
Salesforce Help: Guidelines for Creating Work Types for Field Service (work types can include required products).
Trailhead Project: Create a Work Type (work types help agents create work orders quickly and include parts/skills).
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.
Explanation:
As noted in a previous explanation, the Generation Horizon is the specific field on a Maintenance Plan used to trigger "Lead Time" generation. If Universal Containers wants the Work Order to appear in the system 14 days before the work is actually due, they set the Generation Horizon to 14. This gives the dispatchers 14 days to schedule the job, ensure parts are ready, and notify the customer before the "Suggested Maintenance Date" arrives.
Why the Others Are Incorrect
B:
The Generation Timeframe controls the window of work being created (e.g., "Create work for the next 3 months").
C:
"Auto-generate Work Orders" is a checkbox that enables the engine, but it doesn't define the 14-day timing.
D:
While 20,160 minutes equals 14 days, the Generation Horizon field in Salesforce Maintenance Plans is typically defined in Days, not minutes.
Reference:
Salesforce Help: Maintenance Plan Fields
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