Achieve Success in the Salesforce FSL-201 Exam: A Detailed Salesforce - Implementing Field Service Lightning Guide

Add the CSAT Visualforce page to the Work Order.

Install the Survey Snap-in for CSAT capture.

Install an AppExchange Package.

Enable the CSAT Quick Action for Work Orders.

Service Due Date

Customer Working Hours

Customer Entitlement

Service Urgency

Mark all completed Work Order Line Items as “Completed.” Mark the incomplete Work Order Line Item as “Cannot Complete” and enter details in the Description field. Mark the parent Work Order as “Cannot Complete”.

Mark all Work Order Line Items as “Cannot complete,” including the incomplete Work Order Line Item; mark the parent Work Order as “In Progress.”

Mark all completed Work Order Line Items as “Completed.” Mark the incomplete Work Order Line Item as “Cannot Complete” and enter details in the Description field. Mark the parent Work Order as “Closed”

Mark all completed Work Order Line Items as “Completed.” Mark the incomplete Work Order Line Item as “Cannot Complete,” and enter details in the Description filed. Mark the parent Work Order as “Cancelled.”

Custom Work Order Escalation Rules

Custom Validation Rule on Work Orders

Custom Approval Process on Work Orders

Custom Work Order Status with Category

Utilize lifecycle Object tracking on Assets.

Utilize Field History Tracing on Assets.

Utilize custom fields for change tracking on Assets.

Utilize a Work Order related list on Assets.

Work Orders

Assets

Cases

Service Appointments

Add the allowed Status Transitions in Field Service Settings.

Add new Status to the Work Order

Add the Status Transitions to the Technicians’ Profile.

Add new Status to the Service Appointment.

Use Assets and define a hierarchy.

Use a custom object to model the BoM.

Use an ERP to manage the BoM.

Use Products and add to an Order.

Create two Service Appointments, set the Related Service Appointment and Time Dependency.

Create one Service Appointment with the total duration of the two jobs and assign two Resources.

Create two Service Appointments and schedule them to the same Resource.

Create one Service Appointment and schedule it to two different Resources.

Create Work Types for all tasks requiring an estimated versus baseline value. Train Service Technicians to select the appropriate Work Type, and then update the “Duration” field on the Work Order Line Item.

Train Dispatchers to update the “Duration” field when Work Orders are created. Train Service Technicians to select the appropriate Work Type, and then update the “Duration” field on the Work Order Line Item.

Create Knowledge Articles with the baseline durations for each Product. Train Service Technicians to associate the appropriate Knowledge Article, and then update the “Duration” field on the Work Order Line Item.

Create Work Types for all tasks requiring an estimated versus baseline value. Train Service Technicians to select the appropriate Work Type, and then update the “Duration” field on the Work Order.