AW Computing uses a private record access model in the sales, support, and field service organizations.
How should the system administrator ensure that the technicians have the appropriate access to the service appointments dispatched to them?
- Create a user territory for the technicians' primary and secondary territories.
- Create a process to change the owner of the service appointment to the assigned technician.
- Enable the sharing features in the Field Service settings in the Setup menu.
- Configure a sharing rule to share dispatched service appointments with the assigned resource.
Answer(s): C
Explanation:
Enabling the sharing features in the Field Service settings in the Setup menu allows sharing dispatched service appointments with assigned resources regardless of the private record access model in sales, support, and field service organizations[50]. Creating a user territory for the technicians' primary and secondary territories would not ensure that they have access to the service appointments dispatched to them. Creating a process to change the owner of the service appointment to the assigned technician would not work if multiple resources are assigned to the same service appointment. Configuring a sharing rule to share dispatched service appointments with the assigned resource would not work if multiple resources are assigned to different crews or teams.
Reference:
https://help.salesforce.com/s/articleView?id=sf.fs_sharing_overview.htm&type=5
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