Universal Containers performs service on field assets that require a sequence of work tasks. A Consultant has recommended Work Order Line Items to manage the tasks and assets/parts necessary to manage the work. Which two of the following must be considered as part of this solution to ensure Work Orders are properly completed? Choose 2 answers
Answer(s): C,D
Work Order Line Items can be used to link to specific Assets within an Asset Hierarchy that represents a Bill of Materials (BoM). Work Order Line Items can also be used to create a hierarchy of tasks that need to be performed in a sequence. Standard Reports do not show Parent and Root Work Order Line Items within Work Orders by Customer. Work Order Line Items do not automatically inherit the hierarchy of Assets attached to Work Order.
https://help.salesforce.com/s/articleView?id=sf.fs_asset_hierarchy.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.fs_work_order_line_item_hierarchy.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.fs_reports_dashboards.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.fs_work_order_line_items.htm&type=5
Universal containers (UC) wants to deploy knowledge to its field team. How should UC ensure its technicians can access knowledge articles offline?
Answer(s): B
Work types can be used to assign associated articles to work orders, which can be accessed offline by technicians using the Field Service Mobile App. The Salesforce Mobile App does not have deep linking to the Field Service Mobile App. Creating a custom Mobile App that syncs articles based on service appointment assignments is not necessary and would require additional development and maintenance. Writing a workflow that associates articles to work orders based on a picklist on the work order is not recommended and would not ensure offline access.
https://help.salesforce.com/s/articleView?id=sf.fs_work_types.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.fs_mobile_app_overview.htm&type=5
Geolocation tracking is enabled for Universal Containers's Technicians but should only apply to full- time employees.How can geolocation tracking for contractors be disabled?
The Exclude Technician from Geolocation Tracking permission allows disabling geolocation tracking for specific service resources by assigning them a permission set with this permission. Setting the Geolocation Update Frequency field to zero for contractors would not disable geolocation tracking, but would make it update less frequently. Unchecking the Geocoding field on the Contractor's profile or the Collect Service Resource Geolocation History field in Field Service Mobile Settings would not affect geolocation tracking, as these are not related settings.
https://help.salesforce.com/s/articleView?id=sf.fs_geolocation_tracking_permissions.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.fs_geolocation_tracking_settings.htm&type=5
One of Universal Containers' customers reported that the Technician sent to their site left without cleaning up the work area afterward.How can Universal Containers ensure that a different Technician is assigned all future work for that Customer?
Answer(s): C
Excluded Resources are used to prevent certain service resources from being assigned to specific accounts or locations based on customer feedback or preferences. Assigning the Technician to a new Service Territory would affect all their service appointments, not just those for that Customer. Removing the Technician as a Preferred Resource would not prevent them from being assigned to that Customer, but would lower their priority. Creating a new Work Order Validation Rule would not affect the scheduling or optimization of service appointments, but would only validate data entry on work orders.
https://help.salesforce.com/s/articleView?id=sf.fs_excluded_resources.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.fs_territories.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.fs_preferred_resources.htm&type=5
Universal containers products need to be traceable form the factory to customer sites. The products are installed using disposable kits.How should the consultant configure this?
Serialized inventory allows tracking individual product items by serial number, which is useful for traceability from factory to customer sites. Unsterilized inventory allows tracking product quantities without serial numbers, which is suitable for disposable kits that are not reused or returned. Creating both products and kits as serialized or unsterilized inventory would not meet the requirement of traceability for products and disposability for kits.
https://help.salesforce.com/s/articleView?id=sf.fs_serialized_inventory_overview.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.fs_unserialized_inventory_overview.htm&type=5
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