Field-Service-Consultant Practice Test
192 Questions
A customer makes one appointment for the sales department, and another appointment for the service department. The two appointments should be handled on the same day, but should be created as separate appointments. In addition, the Technician must complete one appointment before starting the next. The agent wants to make sure these two appointments are scheduled together and in sequence. Which three things should the Consultant verify to ensure these requirements are met and simultaneous scheduling will occur? Choose 3 answers
A. The checkbox Use all-or-none scheduling for related appointments in Field Service Settings is selected.
B. The Dependency Type is set to Start After Finish and Same Day on the first service appointment in the dependency.
C. A dependency has been created between the two appointments and the start times are the same.
D. The Same Resource and Same Day fields appear on the Service Appointments page layout.
E. The Complex Work Visualforce page is added to the Service Appointments page
B. The Dependency Type is set to Start After Finish and Same Day on the first service appointment in the dependency.
D. The Same Resource and Same Day fields appear on the Service Appointments page layout.
Explanation:
Use all-or-none scheduling for related appointments is a setting in Field
Service Settings that enables or disables the simultaneous scheduling of service
appointments that have dependencies[232]. Dependency Type is a field on the Service
Appointment object that defines the relationship between two service appointments such as
Start After Finish, Start Before Finish, or Finish Before Start[233]. Same Resource and
Same Day are fields on the Service Appointment object that indicate whether two service
appointments with dependencies should be assigned to the same resource and scheduled
on the same day[234]. Selecting the checkbox Use all-or-none scheduling for related
appointments in Field Service Settings, setting the Dependency Type to Start After Finish
and Same Day on the first service appointment in the dependency, and making sure the
Same Resource and Same Day fields appear on the Service Appointments page layout
would allow Universal Containers to ensure that a customer makes one appointment for the
sales department, and another appointment for the service department, that should be
handled on the same day, but should be created as separate appointments, where the
Technician must complete one appointment before starting the next, and that these two
appointments are scheduled together and in sequence by enabling simultaneous
scheduling of dependent service appointments, defining the order and timing of the service
appointments, and ensuring that the service appointments are assigned to the same
resource and scheduled on the same day[235].
Creating a dependency between the two
appointments and setting the start times to be the same would not work because it would
not ensure that one appointment is completed before starting the next. Adding the Complex
Work Visualforce page to the Service Appointments page would not work because it is not
a feature of Salesforce Field Service.
References:
https://help.salesforce.com/s/articleView?id=sf.fs_settings_overview.htm&type=5
https://help.salesforce.com/s/articleView?id=sf.fs_service_appointment_dependencies_ove
rview.htm&type=5
https://help.salesforce.com/s/articleView?id=sf.fs_service_appointment_dependencies_cre
ate_edit_delete.htm&type=5
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