Salesforce Exam Field Service Consultant Topic 2 Question 76 Discussion

Actual exam question for Salesforce's Field Service Consultant exam

Question #: 76
Topic #: 2

[All Field Service Consultant Questions]

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

ACreate a child work order for maintenance on the original installation work order.

BAdd the preferred resource service objective to the scheduling policy.

CAdd the technician as the required resource on the service appointment.

DAdd the technician as a preferred resource on the account record.

Show Suggested Answer

Suggested Answer: B, D

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.

by Ivory at Jan 12, 2025, 12:32 PM

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19 days ago

Hmm, this seems pretty straightforward. I'd go with options B and D, that way the technician is marked as a preferred resource both on the scheduling policy and the account record.

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Julie

14 days ago

I agree, selecting options B and D will ensure the technician is assigned to subsequent service calls.

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Sabra

14 days ago

That makes sense, by adding the technician as a preferred resource in both the scheduling policy and account record, it guarantees they will be assigned to future service appointments.

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