Free Field Service Lightning Consultant Sample Questions — Field Service Lightning Consultant

Universal Containers wants Field Technicians to capture customer authorization via a signature through Salesforce mobile app. What should a Consultant recommend?

• A. Create a Quick Action on the Service Appointment to launch a Visualforce signature page
• B. Create an Approval Process from the Service Appointment for the customer's Authorization
• C. Create a Checkbox on the Service Appointment that will capture the customer's Authorization
• D. Create a custom text field to capture the customer's signature on Salesforce mobile app

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.)

• A. Products Required for Work Orders
• B. Products Required for Service Appointments
• C. Products Required for Work Order Line Items
• D. Products Required for Service Resources

Universal Containers (UC) wants to track all customer work requests. UC has no requirement to track where the work originated from, but does need the requests tied to the customer's account. What should a Consultant recommend to track these work requests?

• A. Work Orders and Cases
• B. Cases, Work Orders, and Tasks
• C. Work Orders Only
• D. Cases Only

Universal Containers utilizes two contractors, Contractor 1 and Contractor 2, to perform repair work. Contractor 1 has provided service longer for Universal Containers and is considered to have more repair work expertise than Contractor 2. How should a Consultant configure this expertise for Contractor 1 versus Contractor 2?

• A. Assign Contractor 1 as a Preferred Resource
• B. Assign Contractor 1 and 2 different capacities for repair work
• C. Assign Contractor 2 as an Excluded Resource
• D. Assign Contractor 1 and 2 different Skill Levels for repair Work Type

Universal Containers wants to track the work that is performed on the customer's install base. What object relationship should the Consultant focus on to meet this requirement?

• A. Products to Accounts
• B. Assets to Products
• C. Work Orders to Assets
• D. Work Orders to Products