What Configuration will support this requirement?
Universal Containers wants their Technicians to capture potential up-sell opportunities identified during site visits that will then be addressed by the inside sales team. What Configuration will support this requirement?A . Create a Service Appointment Quick Action to create a Lead record and add it to the appropriate page layout.B...
Which two items should a Consultant implement to ensure Work Orders cannot be closed?
The CFO for Universal Containers wants Work Orders to remain open until the Customer Service Report is sent. Which two items should a Consultant implement to ensure Work Orders cannot be closed? Choose 2 answers.A . Custom Work Order Escalation RulesB . Custom Validation Rule on Work OrdersC . Custom...
How should a Consultant recommend adhering to this business process?
Universal Containers has Role-based Technicians and Managers who handle Service Appointments. Many times, Technicians arrive on-site but are unable to gain access to the customer’s equipment. In this scenario, only the Manager has permission to cancel the Service Appointment. How should a Consultant recommend adhering to this business process?A ....
What option should a Consultant recommend to improve this situation?
Universal Containers is receiving increased complaints about incomplete Work Orders. What option should a Consultant recommend to improve this situation?A . Send an email CSAT survey.B . Implement Validation Rules and Signature Capture.C . Change the Scheduling Rules.D . Decrease Resource Rant Score.View AnswerAnswer: B
Which three options are available to the Dispatcher?
The Dispatcher at Universal Containers would like to schedule Service Appointments from the Dispatcher’s Console while taking the Scheduling Policy into consideration. Which three options are available to the Dispatcher? Choose 3 answersA . Select a Service Appointment from the list, press the “Edit” action and allocate the Resource.B ....
What should a Consultant recommend to view and transfer parts between Technicians?
A Field Service Technician wants the ability to view a list of currently available parts on another Technician’s truck. The Technician will then have ability to request the part(s) from the other Technician. What should a Consultant recommend to view and transfer parts between Technicians?A . Build a solution to...
What is the appropriate order of operations as the Technician goes back online?
A Technician is onsite where there is no connectivity and is required to capture the customer’s signature. What is the appropriate order of operations as the Technician goes back online?A . Capture signature, update record, sync device, deliver Service Report.B . Deliver Service Report, capture signature, update record, sync device.C...
Which two configurations need to be set up?
Universal Containers schedules jobs that require multiple steps when on-site. They would like to add a new status to the existing status flow. Which two configurations need to be set up? Choose 2 answers.A . Add the allowed Status Transitions in Field Service Settings.B . Add new Status to the...
What should a Consultant implement to achieve this requirement?
Universal Containers is implementing Field Service Lightning and wants to make sure the dispatch team receives Work Orders with appropriate resource and timeframe requirements defined. What should a Consultant implement to achieve this requirement?A . Work Types, Skill Routing, Skill Requirements, Operating HoursB . Case process, Work Types, Entitlements, and...
What configuration should a Consultant implement so Field Technicians can easily achieve this through the Field Service Mobile app?
Universal Containers wants the ability for their Field Technicians to log sales opportunities associated with their Work Orders. What configuration should a Consultant implement so Field Technicians can easily achieve this through the Field Service Mobile app?A . Quick Action on Opportunity to Create Work OrderB . Quick Action on...