field-service-consultant Free Sample Questions

A utility company uses Salesforce Field Service to manage maintenance on its power grid infrastructure. They have defined complex asset hierarchies for substations. A new compliance requirement dictates that whenever a specific type of high-voltage transformer (an Asset) is replaced, a record of the old asset's disposal method must be captured. This process must be initiated automatically upon the technician setting the old asset's status to 'Decommissioned'. Which automation tool is best suited to create the 'Asset Disposal Record' custom object and pre-populate it with data from the decommissioned asset?

Dynamic Drones Inc. services high-end aerial photography drones. They have two tiers of technicians: 'Certified' and 'Master Certified'. For a specific complex sensor calibration Work Type, a 'Master Certified' technician is required, but a 'Certified' technician can also be assigned if they are accompanied by a 'Master Certified' technician on the same job. How should a consultant model this resource requirement to ensure scheduling and optimization adhere to this rule?

A field service manager at a telecommunications company observes that the optimization engine frequently schedules technicians for jobs in a dense urban area where parking is scarce and expensive. To improve efficiency, the manager wants to ensure that once a technician is in the urban zone, the optimizer prioritizes completing all other nearby appointments for that technician before sending them elsewhere, even if it means a slight delay for a lower-priority appointment just outside the zone. Which combination of scheduling policy components should be used to achieve this outcome?

A company providing industrial cleaning services needs to equip its technicians with a multi-step process on their mobile devices for handling hazardous materials. The process involves confirming safety gear, taking a photo of the worksite pre-cleaning, performing the work, taking a photo post-cleaning, and getting a customer signature. Each step must be completed in order. What is the most effective way to configure this guided, multi-step workflow in the Field Service mobile app?

A consultant is implementing Field Service for a company that services and restocks medical vending machines. Each machine (Asset) has a specific loadout of products (e.g., 20 bandages, 15 pain relievers). The company wants to automatically generate a list of required products for a restock Work Order based on the machine's standard loadout. What should the consultant configure to enable this functionality?

A national appliance repair company has a policy that any repair on a specific premium line of refrigerators must be performed by a technician who holds an active 'Refrigeration Level 3' certification. The certification expires after two years. How can a consultant ensure that the scheduling engine ONLY assigns technicians with a valid, non-expired certification to these jobs?

A company wants to implement a preventive maintenance schedule for its fleet of leased vehicles. The lease agreement requires maintenance every 6 months or every 10,000 miles, whichever comes first. The vehicle's mileage is tracked on its Asset record. Which type of Maintenance Plan should be configured to meet this dual-criteria requirement?

A dispatcher at Universal Containers needs to assign a newly created, high-priority Work Order to the nearest available technician. The dispatcher wants to see a ranked list of the best-suited technicians based on the current scheduling policy before confirming the assignment. Which feature in the Dispatcher Console should the dispatcher use?

A field service organization stores critical parts at a central depot and also in each technician's van. When a technician consumes a part for a Work Order, the inventory count in their van needs to be decremented. If their van stock for a specific part falls below a predefined threshold, a request should be automatically created to transfer more of that part from the central depot. Which Field Service objects are essential to model this process? (Select THREE)

A consultant needs to display the customer's full address, the Work Order number, and the primary skill required for a job in the compact header of the Service Appointment view within the Field Service mobile app. Which metadata component should the consultant modify to control the fields shown in this specific mobile header?