Which steps should the Consultant take to meet these requirements?

Universal Containers (UC) has enabled Salesforce Field Service and installed the managed package. UC wants to ensure that Technicians can update their own appointments’ status using the Dispatcher console Gantt chart.

Which steps should the Consultant take to meet these requirements?

A. Create Permission Sets and assign the Salesforce Field Service Scheduling and Mobile Permission Sets to the Resource profile.

B. Create Permission Sets and assign the Salesforce Field Service Admin Permission Set to Service Resources.

C. Create Permission Sets and assign the Salesforce Field Service Mobile Permission Set to Service Resources.

D. Create Permission Sets and assign the Salesforce Field Service Resource Permission Set and Scheduling license to each Technician.

View Answer

Answer: A

Explanation:

To enable technicians to update their own appointments’ status using the Dispatcher console Gantt chart, they will need the necessary permissions related to Field Service Scheduling and Mobile functionalities.

Salesforce Field Service Scheduling Permission Set: This provides permissions related to scheduling, which is essential for managing appointments on the Dispatcher console Gantt chart.

Salesforce Field Service Mobile Permission Set: This is relevant for mobile-related functionalities but, in the context of the Dispatcher console, it ensures the resources have the permissions to interact with field service functionalities relevant to their roles.

A brief overview of the other options:

B. Create Permission Sets and assign the Salesforce Field Service Admin Permission Set to Service Resources.

The Salesforce Field Service Admin Permission Set grants a wider set of administrative permissions, which might be too much for a typical technician role.

C. Create Permission Sets and assign the Salesforce Field Service Mobile Permission Set to Service Resources.

While the Mobile Permission Set is relevant, just providing mobile permissions might not be enough for updating the appointments’ status using the Dispatcher console Gantt chart. They’d still need the scheduling permissions.

D. Create Permission Sets and assign the Salesforce Field Service Resource Permission Set and Scheduling license to each Technician.

The Salesforce Field Service Resource Permission Set provides basic permissions for a field service resource, but to modify their own appointment status via the Gantt chart, the scheduling permissions are also vital.

So, to meet the requirements of Universal Containers, the consultant should go with option A.