Which two actions should the field service administrator take to configure field service to ensure the installation technician is assigned to subsequent service calls?

Ursa Major Solar would like the technician who performed a customer’s initial installation to also perform any subsequent service calls.

Which two actions should the field service administrator take to configure field service to ensure the installation technician is assigned to subsequent service calls? Choose 2 answers
A . Create a child work order for maintenance on the original installation work order.
B. Add the preferred resource service objective to the scheduling policy.
C. Add the technician as the required resource on the service appointment.
D. Add the technician as a preferred resource on the account record.

View Answer

Answer: B,D

Explanation:

These are two actions that can help ensure that the technician who performed a customer’s initial installation is also assigned to subsequent service calls. A preferred resource is a resource that has a preference or affinity for working with a specific account or service territory. A preferred resource service objective is a service objective that prioritizes resources that are preferred for an account or service territory. By adding the technician as a preferred resource on the account record, and adding the preferred resource service objective to the scheduling policy, the system can assign the technician to future service appointments for that account.

References:

https://help.salesforce.com/s/articleView?id=sf.fsl_preferred_resources.htm&type=5

https://help.salesforce.com/s/articleView?id=sf.fsl_service_objectives.htm&type=5