Field-Service-Consultant Practice Test
Updated On 18-Sep-2025
192 Questions
Universal Containers wants to make it easier for Managers to monitor Preventative Maintenance work orders using the Dispatcher Console. Which two filtering options should managers use to find the appropriate work orders? Choose ? answers
A. The Preventative Maintenance Gantt and filter the list to show only desired work orders
B. The Dispatcher Console Map and filter the list to show only desired service appointments
C. The Dispatcher Console Appointment list and filter the list to show only desired service appointments
D. The Dispatcher Work Order Polygon and filter the list to show only desired service appointments
C. The Dispatcher Console Appointment list and filter the list to show only desired service appointments
Explanation:
The Preventative Maintenance Gantt is a view within the Dispatcher Console
that shows the scheduled service appointments for preventive maintenance work
orders[217]. The Dispatcher Console Appointment list is a view within the Dispatcher
Console that shows the list of service appointments with various details such as status,
priority, or assigned resource[218]. Filtering is a feature that allows narrowing down the list
of records based on specific criteria such as date, status, or territory[219].
Using the
Preventative Maintenance Gantt and filter the list to show only desired work orders and
using the Dispatcher Console Appointment list and filter the list to show only desired
service appointments would allow Universal Containers’ Managers to monitor Preventative
Maintenance work orders using the Dispatcher Console by showing them the preventive
maintenance service appointments on a Gantt chart or a list view and allowing them to
apply filters to see only the relevant records[220]. Using the Dispatcher Console Map and
filter the list to show only desired service appointments would not allow Universal
Containers’ Managers to monitor Preventative Maintenance work orders using the
Dispatcher Console.
The Dispatcher Console Map is a view within the Dispatcher Console
that shows the locations of service appointments and resources on a map[221]. Using the
Dispatcher Work Order Polygon and filter the list to show only desired service
appointments would not work because there is no such feature as Dispatcher Work Order
Polygon.
References:
https://help.salesforce.com/s/articleView?id=sf.fs_gantt_preventive_maintenance_overview
.htm&type=5
https://help.salesforce.com/s/articleView?id=sf.fs_gantt_appointment_list_overview.htm&ty
pe=5
https://help.salesforce.com/s/articleView?id=sf.fs_gantt_filter_overview.htm&type=5
https://help.salesforce.com/s/articleView?id=sf.fs_gantt_preventive_maintenance_view.htm
&type=5
https://help.salesforce.com/s/articleView?id=sf.fs_gantt_map_overview.htm&type=5
Universal Containers wants to ensure that Service Appointments are dispatched to Resources from the same Service Territory only. How can this be configured?
A. Include the Match Territory Work Rule in the Scheduling Policy.
B. Include the Resource Availability Work Rule in the Scheduling Policy.
C. Mark the Service Territory's Resources as Required on the Service Appointments.
D. Ensure the Resource's Address is in the same Territory as the Service Appointments.
Explanation:
A work rule is used to define scheduling constraints and preferences for service
appointments. The Match Territory work rule is used to ensure that service appointments
are dispatched to resources from the same service territory only.
References:
https://help.salesforce.com/s/articleView?id=sf.fsl_work_rules.htm&type=5
Service technicians at AW Computing use the Field Service mobile application when in the field. The technicians rely on Knowledge articles to assist them with completing assigned work. How should the solution be configured to ensure technicians can access relevant Knowledge articles?
A. Create a quick action on the work order to search the Knowledge base.
B. Attach the relevant articles to the work order or work order line items.
C. Update the Service Appointment page layout to include the Articles related list.
D. Add the Knowledge Lightning component to the Field Service mobile app.
Explanation:
Attaching relevant articles to the work order or work order line items allows
technicians to access them offline using the Field Service Mobile App. Creating a quick
action on the work order to search the Knowledge base would not ensure offline access, as
it would require an internet connection to perform the search. Updating the Service
Appointment page layout to include the Articles related list or adding the Knowledge
Lightning component to the Field Service Mobile App would not be effective, as technicians
use the Work Order Line Item Card in the Field Service Mobile App to view their assigned
tasks.
References:
https://help.salesforce.com/s/articleView?id=sf.fs_mobile_app_overview.htm&type=5
https://help.salesforce.com/s/articleView?id=sf.fs_work_order_line_item_card.htm&type=5
Universal Containers is implementing Work Order Management to better support its clients. Which two approaches should the Consultant consider to create work skills for the Service Resources? Choose TWO answers
A. Create the work skills using the FSL Lightning Web Component. Assign the skills to Service Resources. Add the skill to Work Types and Work Orders.
B. Create the work skills using the Guided Setup wizard. Assign the skills to Service Resources using Guided Setup
C. Create the work skills using the FSL Lightning Managed Package wizard. Assign the skills to Service Resources. Add the skill to Work Types and Work Orders.
D. Create the work skills using Setup. Manually as Resources.
D. Create the work skills using Setup. Manually as Resources.
Universal Containers requires trained inspectors to make three site visits per year to inspect containers at customer sites. These visits must be created 14 days before the next suggested inspection date. What are two ways 3 Consultant can configure Maintenance Plans to meet the requirement? Choose 2 answers
A. Associate a Required Skill called Site Visit to a Maintenance Plan.
B. Associate 2 Work Type called Site Visit to a Maintenance Plan
C. Auto-generate Work Orders with a 14 daya Generation Timeframe.
D. Auto-generate Work Orders with a 14 day Generation Horizon.
D. Auto-generate Work Orders with a 14 day Generation Horizon.
Explanation:
Maintenance Plans are records that define recurring work orders for
preventive maintenance such as inspections or tune-ups[188]. Auto-generate Work Orders
is a setting that enables or disables the automatic generation of work orders from
maintenance plans[189]. Generation Timeframe is a setting that defines how often work
orders should be generated from maintenance plans such as daily, weekly, or
monthly[190]. Generation Horizon is a setting that defines how far in advance work orders
should be generated from maintenance plans such as 7 days or 30 days[191]. Autogenerating Work Orders with a 14 day Generation Timeframe and a 14 day Generation
Horizon would allow Universal Containers to automatically generate Work Orders 14 days
before the next suggested maintenance date by creating work orders from maintenance
plans every 14 days within 14 days of their scheduled date. Associating a Required Skill
called Site Visit to a Maintenance Plan would not affect how far in advance work orders are
generated from maintenance plans. Required Skills are fields on the maintenance plan
object that indicate which skills are needed for performing preventive maintenance[192].
Associating a Work Type called Site Visit to a Maintenance Plan would not affect how far in
advance work orders are generated from maintenance plans. Work Types are records that
define the standard tasks and duration for a specific type of work[193].
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_auto_generate_wor
k_orders.htm&type=5
https://help.salesforce.com/s/articleView?id=sf.fs_maintenance_plans_generation_timefra
me.htm
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