Master the Salesforce Certified Field Service Consultant (WI24) Field-Service-Consultant Exam with Confidence!

This feature should be configured to meet this requirement, as it allows creating a group of service resources that can perform periodic maintenance on complex products together. References: https://help.salesforce.com/s/articleView?id=sf.fs_crew_management.htm &type=5

Working Location Enable Primary is a setting on the Working Territories work rule that defines whether resources should be matched with service appointments based on their primary territory only or any territory they belong to[186]. Match Territory is a work rule that defines whether resources should be matched with service appointments based on their territories[187]. Selecting Working Location Enable Primary on the Working Territories Work Rule and including the Match Territory Work Rule would allow Universal Containers’ scheduling policy to look at both primary and secondary service territories by enabling matching resources with service appointments based on any territory they belong to and prioritizing matching resources with service appointments based on their territories. Removing the Match Territory Work Rule would not allow Universal Containers’ scheduling policy to look at both primary and secondary service territories because it would disable matching resources with service appointments based on their territories. Deselecting Working Location Enable Primary on the Working Territories Work Rule would not affect Universal Containers’ scheduling policy because it is already deselected by default. References: https://help.salesforce.com/s/articleView?id=sf.fs_scheduling_policies_work_rules_working_territories.htm &type=5 https://help.salesforce.com/s/articleView?id =sf.fs_scheduling_policies_work_rules_match_territory.htm&type=5

This work rule should be used to assign service resources based on related object records, such as accounts or assets, by matching field values between objects. References: https://help.salesforce.com/s/articleView?id=sf.fs_work_rules_match_field.htm &type=5

Resource Availability Rules are rules that define when resources are available for service appointments based on their working hours, absences, breaks, travel time, etc.[77]. Using the Resource Availability Rule would allow configuring the Scheduling Policy to ensure a 30-minute lunch break that begins every day after 1 PM by setting up criteria such as break duration equals 30 minutes and break start time after 1 PM[78]. Creating a recurring Service Appointment would not ensure a 30-minute lunch break that begins every day after 1 PM. Recurring Service Appointments are service appointments that repeat at regular intervals such as daily, weekly, or monthly[79]. Using appropriate Resource Operating Hours would not ensure a 30-minute lunch break that begins every day after 1 PM. Resource Operating Hours are records that define when resources are available for work based on their time zones, business hours, holidays, etc.[80]. Creating Resource Absences every day would not ensure a 30-minute lunch break that begins every day after 1 PM. Resource Absences are records that mark resources as unavailable for work for specific time periods due to sickness, vacation, or other reasons[81]. References: https://help.salesforce.com/s/articleView?id=sf.fs_resource_availability_rule s_overview.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.fs_resource_availability_rules_breaks.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.fs_recurring_service_appointments_overview.htm &type=5 https://help.salesforce.com/s/artic leView?id=sf.fs_resource_operating_hours_overview.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.fs_resource_absences_overview.htm &type=5

This option allows generating a report in the customer’s language by selecting the language from a picklist field on the work order record. References: https://help.salesforce.com/s/articleView?id=sf.fs_service_reports_language.htm &type=5

These two ways allow dispatching the appropriate technicians based on customer feedback, as they allow defining which resources are preferred or avoided by customers or accounts. References: https://help.salesforce.com/s/articleView?id=sf.fs_resource_preferences.htm &type=5

Drip feed dispatching is a feature that allows dispatching service appointments gradually throughout the day based on a drip feed rate defined for each service territory or resource. If other scheduled jobs are dispatching appointments and exceeding the drip feed value, then the drip feed dispatching will not trigger as expected. The appointment status going from Scheduled to Completed or being Canceled, Completed, or Cannot Complete does not affect drip feed dispatching, as these are valid status transitions for dispatched appointments. The default drip feed setting does not override the drip feed rate on a service territory, but provides a fallback value if no rate is specified on the territory or resource level. References: https://help.salesforce.com/s/articleView?id=sf.fs_drip_feed_dispatching_overview.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.fs_status_transitions.htm &type=5 https://help.salesforce.com/s/articleView? id=sf.fs_drip_feed_dispatching_settings.htm&type=5

A Product Request record can be added to a Work Order to request a product from inventory for a service appointment. A Work Type is a template that defines the duration, skills, and products required for a work order or work order line item. A Service Appointment is a record that represents a scheduled visit by a service resource to a customer location. A Service Report is a document that summarizes the details and outcomes of a service appointment. References: https://help.salesforce.com/s/articleView?id=sf.fs_product_requests.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.fs_work_types.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.fs_service_appointments.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.fs_service_reports.htm &type=5

These three objects are associated to the work type, as they define the skills, products, and service appointments that are related to the type of work performed. References: https://help.salesforce.com/s/articleView?id=sf.fs_work_types.htm &type=5

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://he lp.salesforce.com/s/articleView?id=sf.fs_settings_overview.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.fs_service_appointment_dependencies_overview.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.fs_service_appointment_dependencies_create_edit_ delete.htm&type=5