Salesforce Field Service Lightning Consultant Exam (page: 7)
Salesforce Certified Field Service Lightning Consultant
Updated on: 15-Feb-2026

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 wants to equip their field technicians with access to helpful information when they are in the field.
What solution should a Consultant recommend to satisfy this requirement?

  1. Attachments on Cases.
  2. Knowledge Base on Cases.
  3. Custom Links on Work Orders.
  4. Knowledge Base on Work Orders.

Answer(s): D



Universal Containers' (UC) product named "Widget 1" should always receive phone support when an issue is logged against the product. A UC customer calls regarding an issue on "Widget 1" at their location.
What should be implemented to ensure the customer's case automatically receives remote technical support?

  1. Create an Entitlement Template on the Product.
  2. Create a Workflow Rule on the Case.
  3. Create a Milestone on the Product.
  4. Create a Visualforce Page on the Case.

Answer(s): C



Universal Containers has an initiative to reduce their carbon footprint.
What factor should a Consultant recommend using in a Scheduling Policy to meet the above requirement?

  1. Give the Minimize Travel Service Objective the highest weight.
  2. Remove the ASAP Service Objective.
  3. Remove the Match Location Work Rule.
  4. Add the Maximum Travel From Home Work Rule.

Answer(s): A



Universal Containers' (UC) Technicians are required to record actual work duration against baseline estimates at the Work Order Line Item Level for certain tasks. How can this be supported using standard fields and features?

  1. Create Work Types for all tasks requiring an estimated versus baseline value. Train Service Technicians to select the appropriate Work Type, and then update the "Duration" field on the Work Order Line Item.
  2. Train Dispatchers to update the "Duration" field when Work Orders are created. Train Service Technicians to select the appropriate Work Type, and then update the "Duration" field on the Work Order Line Item.
  3. Create Knowledge Articles with the baseline durations for each Product. Train Service Technicians to associate the appropriate Knowledge Article, and then update the "Duration" field on the Work Order Line Item.
  4. Create Work Types for all tasks requiring an estimated versus baseline value. Train Service Technicians to select the appropriate Work Type, and then update the "Duration" field on the Work Order.

Answer(s): D



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