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
Universal Containers wants to ensure that Service Appointments are only assigned to Active Resources.
Which configuration should a Consultant recommend for the Scheduling Policy?
Universal Containers (UC) is rolling out Inventory Management to better manage parts and inventory. UC wants to automatically associate certain parts and products to Work Orders upon creation based on the work to be performed.
How should the Consultant meet this requirement?
Which two objects are required when configuring an optimization job? Choose 2? answers
Universal Containers wants to ensure Technicians have the correct equipment before arriving at a Job site.
Which two considerations should the Consultant take into account when configuring Salesforce Field Service?
Choose 2 answers
Universal Containers (UC) is rolling out Inventory Management to better manage parts and inventory. UC wants to automatically associate certain parts and products to Work Orders upon creation based on the work to be performed.
How should the Consultant meet this requirement?
A Dispatcher at Universal Containers has just been informed that one of their field employees, who has five services schedules for today, called in sick. How should the workload be assigned to other Field Technicians?
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
Which configuration can Universal Containers use to brand the Salesforce Field Service mobile app?
A consultant has implemented user territories at Northern Trail Outfitters (NTO) in a private sharing model. A new Midwest Service Territory has been created.
Which two actions should NTO take to give the dispatcher access to all relevant Midwest records? Choose 2 answers
Universal Containers typically performs installs, break-fix, and inspections for all clients. The Service Manager wants to create a template for common work requests. What should a Consultant implement to assist the dispatch team?
Universal Containers wants to ensure that inventory needed for repair jobs is tracked and managed so Technicians have the material for their jobs.
Which two ways should a Consultant recommend tracking these inventory requirements in Salesforce? (Choose two.)
Each container consists of multiple parts that are tracked by Asset records. Universal Containers’s customers usually wait until several parts need service before requesting a Technician come on-site to save money on service charges.
How should a Consultant configure Salesforce Field
Service to track the work performed?
Universal containers products need to be traceable form the factory to customer
sites. The products are installed using disposable kits.
How should the consultant configure this?
Universal Containers's Technicians may be assigned to Jobs with an arrival window to meet the customer appointment time preference. Technicians are also assigned to Jobs without a preferred appointment time.
In which two ways should the Consultant define Operating Hours to meet this requirement?
Choose 2 answers
Technicians often need to generate a report in the customer's language.
Which configuration should the Consultant recommend to meet the requirement?
A Dispatcher needs to reduce the backlog of Service Appointments in different territories and focus on individual customer service preferences.
Which Scheduling Policy should the Dispatcher use?
Each container consists of multiple parts that are tracked by Asset records. Universal Containers’s customers usually wait until several parts need service before requesting a Technician come on-site to save money on service charges.
How should a Consultant configure Salesforce Field
Service to track the work performed?
Service appointments in a “cannot complete” status may indicate that an
additional part or expert assistance is needed to complete the work. Universal
containers defined that service appointments in a “cannot complete” status are unable
to be rescheduled or unscheduled for history tracking purposes.
Which two items should the consultant recommend to meet the requirement?
Choose 2 answers
Universal Containers (UC) normally focuses on minimizing travel. Weather can cause situations that require expedited on-site service.
How should a Consultant recommend UC handle unplanned service during times of severe weather?
Service resources at Universal Containers (UC) frequently work in more than one service territory.
The current scheduling policy looks only at primary territory. While UC still wants the optimizer to use
the service resource’s primary territory when scheduling, UC also wants the scheduling policy to look
at the resource'’s secondary service territories.
Which two scheduling policy changes should a Consultant recommend?
Choose 2 answers