Field-Service-Consultant Practice Test
Updated On 1-Jan-2026
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
Technicians at Universal Containers use the Salesforce Field Service mobile app at customer sites. After completing work, the Technician updates the Service Appointment status to Complete and saves the record. Dispatchers see the appointment as Dispatched on the console instead of seeing the Complete status update. Which two troubleshooting steps should a Consultant take to resolve the issue? Choose 2 answers
A. Investigate the Work Order lifecycle.
B. Confirm the Technician's mobile device is online.
C. Verify the Dispatcher ran the Service Appointment data job.
D. Review Service Appointment automation.
D. Review Service Appointment automation.
Explanation:
These two troubleshooting steps should be taken to resolve the issue, as
they could explain why the service appointment status is not updated correctly on the
console.
References:
https://help.salesforce.com/s/articleView?id=sf.fs_mobile_troubleshooting.htm&type=5
Universal Containers wants to track the work that is performed on the customer's install base. Which object relationship should the Consultant utilize to meet this requirement?
A. Universal Containers wants to track the work that is performed on the customer's install base. Which object relationship should the Consultant utilize to meet this requirement?
B. Work Orders to Assets
C. Work Orders to Products
D. Products to Accounts
E. Assets to Products
Explanation:
Assets are used to track the customer’s install base, such as products or
equipment that require service. Work orders are used to track the work that needs to be
done on assets. By relating work orders to assets, the system can track the work history
and status of each asset.
References: https://help.salesforce.com/s/articleView?id=sf.fsl_assets.htm&type=5
A customer wants to return a defective product instead of scheduling a Service Appointment. How should this product be tracked in Salesforce Field Service?
A. Create a Work Order and Work Order Line Item.
B. Create a Return Order and Return Order Line Item.
C. Create a Product Request and Product Request Line Item.
D. Create a Return Order and relate it to the Product.
Explanation:
This option allows tracking the return of a defective product and its
replacement with a new one, if applicable. References:
https://help.salesforce.com/s/articleView?id=sf.fs_return_orders_overview.htm&type=5
A Universal Containers customer is having issues with three containers at the customer's site. Each container is tracked as an Asset on the customer's Account. Which two methods should the Consultant recommend to ensure the service associated with each container can be handled independently? Choose 2 answers
A. Add each Asset to a separate Work Order Line Item. Create a Service Appointment for each Line Item.
B. Add each Asset to a separate child Work Order. Create a Service Appointment for the parent Work Order.
C. Add each Asset to a separate Work Order Line Item. Create a Service Appointment for the Work Order.
D. Add each Asset to a separate Work Order. Create a Service Appointment for each Work Order.
D. Add each Asset to a separate Work Order. Create a Service Appointment for each Work Order.
Explanation:
Work Orders are records that track customer requests for service such as
repairs or maintenance[47]. Work Order Line Items are records that track specific tasks or
products related to a work order[48]. Service Appointments are records that track the date,
time, duration, and assigned resource for a work order or work order line item[49]. Adding
each Asset to a separate Work Order Line Item or a separate Work Order would allow
handling the service associated with each container independently by creating different
records for different containers. Creating a Service Appointment for each Line Item or each
Work Order would allow scheduling and dispatching the service associated with each
container independently by assigning different resources and time slots for different
containers. Adding each Asset to a separate child Work Order would create an
unnecessary hierarchy of Work Orders that could complicate reporting and scheduling.
Creating a Service Appointment for the parent Work Order would not allow handling the
service associated with each container independently by assigning one resource and time
slot for all containers.
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_order_line_items.htm&type=5
https://help.salesforce.com/s/articleView?id=sf.fs_service_appointments.htm&type=5
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