Salesforce Field Service Lightning Consultant Exam (page: 10)
Salesforce Certified Field Service Lightning Consultant
Updated on: 31-Mar-2026

Universal Containers (UC) wants to track the full lifecycle of their Cases. UC defines a Case as resolved when all interactions with the customer are complete. How can a Consultant ensure that Cases are closed when all Work Orders associated to the Case are complete?

  1. Use Workflow to close the Case when all Work Orders are closed.
  2. Use Process Builder to close the Case when all Work Orders are closed.
  3. Use Workflow to close the Case when the Work Order is dispatched.
  4. Use Process Builder to close the Case when the Work Order is created.

Answer(s): B



Universal Containers offers 2-hour versus 4-hour appointment booking windows for Gold versus Standard Customers.
What should a Consultant recommend to offer appropriate appointment booking windows?

  1. Service Due Date
  2. Customer Working Hours
  3. Customer Entitlement
  4. Service Urgency

Answer(s): C



Approximately 70% of Universal Containers' site visits are inspections and quotation sessions that take roughly the same amount of time and same set of resource skills to complete.
What should a Consultant recommend to streamline the creation of these work orders?

  1. Train Technicians to use Duplicate Work Order feature.
  2. Launch the Work Order Standardization Wizard.
  3. Create a standard set of Work Order Line Items.
  4. Create Work Types for use on Work Orders

Answer(s): D



A Client Service Representative (CSR) receives a call from a customer on Saturday. The CSR determines that the customer is covered, but the coverage is about to expire.
Which two upsell activities should the CSR consider? Choose 2 answers.

  1. Open a Case and inform Customer of weekend service pricing.
  2. Open a Case and send email with new Service Offerings.
  3. Open a Case and a renewal Opportunity for the Sales team.
  4. Open a Case and create a Work Order for the Dispatch Team.

Answer(s): A,B



Universal Containers has an initiative to increase customer satisfaction by committing preferred resources to accounts and providing prompt service.
Which two Scheduling Policies would assist to meet this initiative? Choose 2 answers

  1. Soft Boundaries
  2. Customer First
  3. High Intensity
  4. Emergency Policy

Answer(s): A,B



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