Field-Service-Consultant Practice Test

Salesforce Spring 25 Release -
Updated On 1-Jan-2026

192 Questions

AW Computing technicians handle different kinds of jobs, many of which involve installing or replacing parts. Having the appropriate inventory is critical to completing the jobs on time. How should field service be configured to ensure the parts required for a job are listed correctly on the work order?

A. Ensure the product items are available in inventory.

B. Include the required products in the work type.

C. Add the product fields to the work order layout.

D. Create a flow to add the products to the work order.

C.   Add the product fields to the work order layout.

Explanation:

A quick action is used to create a record from another record with predefined field values. By defining a quick action to create a new service appointment from an existing one, the technician can easily create an additional visit to complete unfinished work.

References:

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

Work types are used to define the standard duration and skills required for a specific type of work. They can also include the required products that are needed for the work. By including the required products in the work type, the system can automatically add them to the work order when the work type is selected.

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

Universal Containers (UC) wants to deploy Knowledge to its field team, How should UC ensure its Technicians can access Knowledge Articles offline?

A. Use Work Types to assign associated Articles to Work Orders.

B. Write a workflow that associates Articles to Work Orders based on a pickiist on the jork Order.

C. Use the Salesforce mobile app with deep linking to the Salesforce Field Service mobile app.

D. Create a custom mobile app that syncs articles based on Service Appointment assignments

B.   Write a workflow that associates Articles to Work Orders based on a pickiist on the jork Order.

Explanation:

Articles are records that contain information or instructions about products, services, or processes[168]. Work Orders are records that track customer requests for service such as repairs or maintenance[169]. Writing a workflow that associates Articles to Work Orders based on a picklist on the Work Order would allow Universal Containers to ensure its Technicians can access Knowledge Articles offline by creating a workflow rule that triggers when a picklist value on the work order is selected and adds the relevant articles to the work order related list[170]. Using Work Types to assign associated Articles to Work Orders would not work because Work Types are records that define the standard tasks and duration for a specific type of work and do not have a direct relationship with articles[171].

Using the Salesforce mobile app with deep linking to the Salesforce Field Service mobile app would not work because deep linking is a feature that allows launching one app from another app and does not affect offline access[172]. Creating a custom mobile app that syncs articles based on Service Appointment assignments would not work because it would require additional development and maintenance and would not leverage the existing Salesforce Field Service mobile app features[173].

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

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

https://help.salesforce.com/s/articleView?id=sf.fs_work_orders_knowledge_articles.htm&ty pe=5

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

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

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

Universal Containers needs to send Technicians into the field to service containers. It takes two Technicians with specialized skills to complete the work at the same time. How should a Consultant implement this requirement?

A. Create a crew with two Technicians

B. Create a work rule with two required skills.

C. Create a single Service Appointment.

D. Create two Service Crews.

A.   Create a crew with two Technicians

Explanation:

This option allows creating a service resource that represents a group of technicians who work together on the same service appointment. References: https://help.salesforce.com/s/articleView?id=sf.fs_crew_management.htm&type=5

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 option allows creating a record to request products from another inventory location and adding product request line items for each product requested.

References:

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

To prepare for an upgrade, a mobile technician creates a product request for three circuit boards to be sent from the main warehouse to the customer site. The completed job needs two of the boards. Which two Field Service tools should the technician use to return the unused circuit board to the warehouse? Choose TWO answers

A. Work Order

B. Return Order

C. Product Transfer

D. Product Receipt

B.   Return Order
D.   Product Receipt

Explanation:

The technician would use a Return Order to create a return for the unused circuit board. The Return Order would specify the quantity of the product being returned, the reason for the return, and the shipping address. The technician would then use a Product Receipt to record the receipt of the returned product. The Product Receipt would specify the quantity of the product received, the condition of the product, and the location of the product. The other two options are incorrect because they are not used to return products. A Work Order is used to track the work that needs to be done on a product or service. A Product Transfer is used to move products from one location to another.

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