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Salesforce Field Service Consultant Exam Questions
- Salesforce Consultant Certifications
- Salesforce Field Service Consultant Certifications
- Topic 1: Managing Resources: The section of the exam covers how to configure and oversee crews, find out when to set up different resource types, and suggest the best Service Territories and their Members.
- Topic 2: Managing Work Orders: In this section, the topics covered include configuring Work Order processes, parameters, and Work Types. In a given environment, it covers how to choose the appropriate Resource Preferences and how to apply Products Required to a Work Order. It also relates to the analysis of using the Work Order Line Items.
- Topic 3: Managing Scheduling and Optimization: The exam section covers the understanding of field service settings for SFS Administrators. In a given landscape, it covers how to select the most appropriate action to manage a Service Appointment. Moreover, the section is about applying the appropriate lifecycle of a Service Appointment required to execute a Work Order and how to select the appropriate Schedule Policy to achieve the business needs.
- Topic 4: Configuring Mobility: This section of the exam covers assessing the needs and technologies required to implement a customer sign-off procedure and how to set up the Field Service app to support key business processes. It deals with distinguishing between Field Service Mobile and Salesforce Mobile app skills.
- Topic 5: Managing Inventory: In this section, the focus is on business requirements and how to distinguish the appropriate price book model for products consumed. It also covers how to justify which defines the applicable inventory model and describe the Return Order object model and process.
- Topic 6: Managing Assets: In this exam section, the focus is on the application of procedural concepts to maintain and update assets and asset relationships.
- Topic 7: Configuring Maintenance Plans: In this exam section, focus is given on suggestions regarding the appropriate maintenance plan.
- Topic 8: Permissions and Sharing: This exam section aims to evaluate the understanding of use cases for different types of SFS permission sets and how scheduled Service Appointments are shared with service resources.
Free Salesforce Field Service Consultant Exam Actual Questions
Note: Premium Questions for Field Service Consultant were last updated On Mar. 28, 2025 (see below)
Universal Containers performs maintenance and repairs on Assets in the field and wants to increase first-time fix rates.
What should a Consultant include when creating a Work Order?
Products required and skill requirements are two fields that should be included when creating a work order to increase first-time fix rates. Products required are used to specify the products that are needed for the work order, and skill requirements are used to specify the level of expertise that is needed for the work order. By including these fields, the system can ensure that the technician has the right parts and skills to complete the work order.
The CFO for Universal Containers wants Work Orders to remain open until the Customer Service Report is signed.
Which two configurations should a Consultant implement to prevent Work Orders from being closed?
Choose 2 answers
A custom approval process on work orders is used to define the steps and criteria for approving a work order before it can be closed. A custom validation rule on work orders is used to check the data entered on a work order and prevent it from being saved if it does not meet the specified conditions. By using these configurations, the system can prevent work orders from being closed until the customer service report is signed.
Which two reports should a Consultant build to track the number of parts used by a Technician during a given time period? Choose 2 answers
Products consumed on work order line items and products consumed on work orders are two reports that can track the number of parts used by a technician during a given time period. Products consumed on work order line items are used to track individual products or services that are part of a work order line item. Products consumed on work orders are used to track products or services that are consumed as part of a work order.
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
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.
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