Salesforce Field Service Lightning Consultant Exam (page: 3)
Salesforce Certified Field Service Lightning Consultant
Updated on: 31-Mar-2026

Universal Containers' Customers typically like to be served by the same Technician that completed the initial installation. How should a Consultant implement this rule?

  1. Add all other Resources as Excluded Resources.
  2. Add the Resource as a Required Resource.
  3. Add the Resource as a Preferred Resource.
  4. Add the Account as one of the Resource Skills.

Answer(s): C



Universal Containers wants their Technicians to capture potential up-sell opportunities identified during site visits that will then be addressed by the inside sales team.
What Configuration will support this requirement?

  1. Create a Service Appointment Quick Action to create a Lead record and add it to the appropriate page layout.
  2. Create a Web-to-Lead page that submits to the inside sales team. Add a link to the Case Page Layout.
  3. Create a Public Group for the inside sales team, and share Work Orders to the group via Sharing Rules.
  4. Configure a Flow against Cases that auto-creates leads and assigns them to the insides sales team Queue.

Answer(s): D



Universal Containers wants their Field Technicians to indicate if any of their Service Appointments are at risk of not being completed on time. They would like for this to be achieved on a mobile device using a Quick Action.
What should a Consultant recommend to achieve this requirement?

  1. Update the Service Appointment Status field.
  2. Update the Service Appointment field "In Jeopardy."
  3. Update the Service Appointment Chatter feed.
  4. Reschedule the Service Appointment for later.

Answer(s): C



Universal Containers wants to allow Field Technicians to view work progress through the Work Order Line Item card in the Field Service mobile app. How can this be supported?

  1. Create a Report Chart that summarizes Work Order Line Items and add a link to the Lens on the Service Appointment Layout.
  2. Create a custom Visualforce page, add an external link from the Mobile app to view the page in the mobile browser.
  3. Add the Work Order Line Items Related List to the Work Order Page Layout and assign the Layout to the Technician's profile.
  4. Create a custom Lightning Component that displays Work Order progress and deploy it to Technicians through salesforce1.

Answer(s): D



Universal Containers has external resources who only report back once a Service Appointment has been completed. All Internal resources need to report incremental progress on Service Appointments. How should a Consultant recommend implementing statuses to support these different user groups?

  1. Configure Status Transitions based on Resource Type.
  2. Limit Status Transition based on Profile.
  3. Allow Status Transitions based on Role.
  4. Block Status Transitions using a Validation Rule.

Answer(s): B



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