QUESTION: 25

How should a Consultant configure Salesforce Field Service to ensure agents and dispatchers can quickly create Work Orders with the appropriate materials?

Create Work Types with Work Order Line Items.
Create Work Types with Products Consumed.
Create Work Types and Locations.
Create Work Types with Products Required.

Answer(s): D

Explanation:

Work Types are templates that define the duration, skills, and products required for a work order or work order line item. By creating Work Types with Products Required, agents and dispatchers can quickly create Work Orders with the appropriate materials. Creating Work Types with Products Consumed or Products Required would not populate products on Work Orders automatically, but would require manual entry or consumption by technicians. Creating Work Types and Locations would not affect products on Work Orders, but would affect scheduling and optimization of service appointments.

Reference:

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

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QUESTION: 26

Service resources at universal container UC frequently work in more than one service territory the current scheduling policy looks only at primary territory while us still want to optimizer to use the service resource primary when scheduling, UC also wants the scheduling policy to look at the resources secondary services territory Which two scheduling policy changes should a consultant recommend? Choose 2 answers

Includes the match territory work rule
Remove the match territory work rule
Select working location enable primary on the working territories work rule
Deselect working location primary on the working territories work rule

Answer(s): A,D

Explanation:

The match territory work rule is used to match service appointments to service resources based on their assigned territories. Deselecting working location primary on the working territories work rule allows considering secondary territories as well as primary territories when matching service appointments to service resources. Removing the match territory work rule would ignore territories when scheduling service appointments. Selecting working location enable primary on the working territories work rule would only consider primary territories when matching service appointments to service resources.

Reference:

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

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QUESTION: 27

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

Quantity and Unit of Measure are required when adding a Required Product.
Validation Rules and Triggers created on the Work Order and Work Order Line Item objects are automatically recreated for Work Types.
Required Products must be added to both the Work Order and all Work Order Line Items.
Work Types can be configured to include Required Products on Work Orders and Work Order Line Items.

Answer(s): B,D

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QUESTION: 28

Universal Containers wants to assign Service Appointment based on the Polygon of the child service territory in the hierarchy.
How should a Consultant assign Service Appointments to the Polygon?

Set the Polygon Assignment Policy to the Highest Level.
Set the Territory Assignment Policy to the Highest Level.
Set the Territory Assignment Policy to the Lowest Level.
Set the Polygon Assignment Policy to the Lowest Level.

Answer(s): D

Explanation:

Polygons are geographic areas that define service territories for scheduling and optimization purposes. The Polygon Assignment Policy determines which polygon in a service territory hierarchy is used to assign service appointments to service resources based on their location or skills. Setting it to the Lowest Level ensures that service appointments are assigned based on the polygon of the child service territory in the hierarchy1. Setting it to the Highest Level would use the polygon of the parent service territory in the hierarchy1. The Territory Assignment Policy determines which territory in a hierarchy is used to filter available resources for scheduling. It does not affect polygon assignment.

Reference:

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

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

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