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Salesforce Certified Field Service Consultant (SP25) Question and Answers

Salesforce Certified Field Service Consultant (SP25)

Last Update May 23, 2025
Total Questions : 163

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Questions 1

Universal Containers's Technicians may be assigned to Jobs with an arrival window to meet the customer appointment time preference.Technicians are also assigned to Jobs without a preferred appointment time.

In which two ways should the Consultant define Operating Hours to meet this requirement?

Choose 2 answers

Options:

A.  

The Maintenance Plan for the Account

B.  

The Due Date of the Service Appointment

C.  

The Time Slots for Appointment Booking

D.  

When Service Resources are available for work

Discussion 0
Questions 2

Universal Containers provides maintenance and emergency services to its customers. Sending Technicians

to emergency calls during the day causes long travel times and reduces the number of appointments that a

Technician can complete.

Which feature should the Consultant use to reduce travel time and increase Technician productivity?

Options:

A.  

Reschedule Appointment

B.  

Fill-in Schedule

C.  

Resource Schedule Optimization

D.  

Fix Overlaps

Discussion 0
Questions 3

When customers call in for support at AW Computing, a case is always created. If the issue cannot be solved without dispatching a technician, a work order is created from the case. Milestones are currently being used on cases, and support operations would like to extend the use of milestones to the work orders. To meet this requirement, the system administrator added the milestone Lightning component to the work order Lightning record page. Technicians and managers are reporting that there areno milestones listed when viewing the record.

How should this issue be resolved?

Options:

A.  

Make sure the case entitlement record is being shared with the service resource.

B.  

Add work order milestones after the case milestones to the entitlement process.

C.  

Ensure the work order entitlement is related to the same process as the case entitlement.

D.  

Create a separate entitlement process associated to the work order object.

Discussion 0
Questions 4

Universal Containers is deploying Field ServiceLightning in Europe, where pricing varies by country.

What Price Book structure is recommended?

Options:

A.  

Utilize a custom Price Book specific to each country.

B.  

Utilize the standard Price Book with pricing rules applied.

C.  

Utilize a custom Price Book with pricing rules applied.

D.  

Utilize a standard Price Book specific to each country.

Discussion 0
Questions 5

Universal Containers has customers who have previously negotiated pricing on some products.

Which Price Book structure should a Consultant recommend when considering the implications of pricing on Work Orders?

Options:

A.  

Create customer-specific Price Books and add all products as Price Book Entries.

B.  

Utilize a custom Global Price Book and add price-negotiated products as Price Book Entries.

C.  

Create customer-specific Price Books and add only price-negotiated products as Price Book Entries.

D.  

Utilize a custom Global Price Book and add all products as Price Book Entries.

Discussion 0
Questions 6

Universal Containers sells products that are made up of senalized components. Technicians often need to work on

a specific component.

How should a Consultant recommend tracking customer purchases so Work Orders can be assigned to a component?

Options:

A.  

Use Work Orders and define a hierarchy.

B.  

Use Products and Product Families.

C.  

Use Assets and define a hierarchy.

D.  

Use Orders and Order Products.

Discussion 0
Questions 7

Northern Trail Outfitters (NTO) asks its clients for feedback on every service visit. NTO wants to dispatch the appropriate Technicians based on customer feedback.

What are two ways the Consultant can meet this requirement?

Choose ? answers

Options:

A.  

Configure and add excluded and required resource Work Rules to scheduling policies.

B.  

Configure resource preferences on the Account or Work Order.

C.  

Configure and add excluded and required resource business objectives to scheduling policies.

D.  

Configure customer preferences on the Service Resource record.

Discussion 0
Questions 8

Dispatchers at Universal Containers wantto ensure resources assigned to a Work Order have the appropriate level of expertise.

What should a Consultant implement to accomplish this requirement?

Options:

A.  

Define Work Types, Define Work Order Status, Set up Resource Skills

B.  

Set up Skill Requirements, Define Work Types, Set up Routing Rules

C.  

Define Skills, Set up Skill Requirements, Set up Resource Skills

D.  

Set up Service Locations, Set up Location Skills, Define Work Types

Discussion 0
Questions 9

Universal Containers (UC) is rolling out InventoryManagement to better manage parts and inventory. UC wants to automatically associate certain parts and products to Work Orders upon creation based on the work to be performed.

How should the Consultant meet this requirement?

Options:

A.  

Add Products to the ProductsRequired Related List on the Asset object.

B.  

Add Products to the Work Order Products Related List on the Asset object.

C.  

Add Products to the Products Required Related List on the Work Type object.

D.  

Add Products to the Work Order Products Related Liston the Work Type object.

Discussion 0
Questions 10

Universal Containers wants to limit their Technicians’ view of Work Orders and Service Appointments in the SalesforceField Service mobile app.

What should a Consultant recommend to control their Technicians’ view?

Options:

A.  

Page Layouts

B.  

Mini-Page Layouts

C.  

Field Sets

D.  

Visualforce Pages

Discussion 0
Questions 11

Technicians often need to generate a report in the customer's language.

Which configuration should the Consultant recommend to meet the requirement?

Options:

A.  

Update the Language of the current User.

B.  

Add the Service Report Language field to the Work Order Page Layout.

C.  

Add the Languagefield to the Contact Page Layout.

D.  

Update the Default Language of the Organization.

Discussion 0
Questions 12

Which three factors should a Consultant consider when configuring routing? Choose 3 answers

Options:

A.  

Configure Schedule Policy by modifying Work Rules and Service Objectives.

B.  

Configure the Resource Availability Work Rule to calculatetravel at the expense of the resourceand breaks.

C.  

Default Travel Speed is used only if a different travel speed is null on the resource.

D.  

A straight line is used to compute the shortest distance between two locations if Street LevelRouting is enabled.

E.  

Set Auto Schedule to True upon creation of the Service Appointment.

Discussion 0
Questions 13

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?

Options:

A.  

Set the Geolocation Update Frequency field to zero for contractors.

B.  

Add the ExcludeTechnician from Geolocation Tracking permission to a permission set and assign it to contractors.

C.  

Uncheck the Geocoding field on the Contractor's profile.

D.  

A Uncheck the Collect Service Resource Geolocation History field in Field Service MobileSettings.

Discussion 0
Questions 14

How should a Consultant configure Salesforce Field Service to ensure agents and dispatchers can quickly create Work Orders with the appropriate materials?

Options:

A.  

Create Work Types with Work Order Line Items.

B.  

Create Work Types with Products Consumed.

C.  

Create Work Types and Locations.

D.  

Create Work Types with Products Required.

Discussion 0
Questions 15

Which Work Rule shoulda Salesforce Field Service Consultant use to assign Service Resources based on

related object records?

Options:

A.  

Resource Availability

B.  

Extended Match

C.  

Required Resource

D.  

Match Field

Discussion 0
Questions 16

Northern Trail Outfitters (NTO) wants to use crews to service its customers. NTO's consultant recommends using the Crew Management tool to create and maintain the crews, and indicates that access to the tool is given via a permission set.

Which two permission sets should give a user access to the Crew Management tool?

Choose ? answers

Options:

A.  

FSL Agent Permissions

B.  

FSL Dispatcher Permissions

C.  

FSL Admin Permissions

D.  

FSL Resource Permissions

Discussion 0
Questions 17

Universal Containers operates in a highly regulated industry. Technicians must conduct quarterly inspections for all customers in their region. Each inspection

should be completed within a single visitand include all installed assets on site.

Which two Maintenance Plan settings should the

Consultant recommend? Choose ? answers

Options:

A.  

Service Appointment Generation Method = One Service Appointment per Work Order

B.  

Work Order Generation Method = One WorkOrder per Asset

C.  

Work Order Generation Method = One Work Order Line Item per Asset

D.  

Service Appointment Generation Method = One Service Appointment per Work Order Line Item

Discussion 0
Questions 18

Northern Trail Outfitters has hired a contractor to help with service calls on an as-needed basis. The contractor should be limited to travel a maximum of 50 minutes from home.

Which action should a consultant recommend?

Options:

A.  

Link rules to Relevance Groups.

B.  

Assign a high efficiency score.

C.  

Check 'Keep TheseAppointments Scheduled'.

D.  

Include a Match Fields work rule.

Discussion 0
Questions 19

One of Universal Containers's customers allows maintenance only between 12 PM -1:00 PM.

On which object should a Consultant set Operating Hours to meet this requirement?

Options:

A.  

Service Territories

B.  

Service Territory Members

C.  

Service Appointments

D.  

Accounts

Discussion 0
Questions 20

Universal Containers wants to dispatch groups of Service Appointments to their Technicians. The number of Service Appointments dispatched at a time varies among different Service Territories.

Which two settings should a Consultant enable to ensure Service Appointments are dispatched correctly?

Choose 2 answers

Options:

A.  

Set the Service Appointment to Dispatch in Field Service Settings.

B.  

Enable Drip Feed Dispatching in Field Service Settings.

C.  

Set the Number of Services to Drip Feed on the Service Territory.

D.  

Enable Sharing of Dispatched Service Appointments.

Discussion 0
Questions 21

Universal Containers provides prompt service and has multiple service levels for different customers. Over 50% of Service Appointments are created on the same day that they need to be completed. As a result, a Technician's daily schedule can change multiple times throughout the day.

Which method of dispatching should a Consultant recommend implementing?

Options:

A.  

Automatically Dispatch Service Appointments using Drip Feed.

B.  

Automatically change the schedule policy.

C.  

Automatically change the status to Dispatched of all Service Appointments.

D.  

Automatically schedule unscheduled services to available Resources.

Discussion 0
Questions 22

Universal Containers wants to dispatchemergency work identified throughout the day that needs to be completed

before lower-priority work.

What should the Consultant recommend to meet this requirement?

Options:

A.  

Apply the Reshuffle action within the Gantt.

B.  

Define a Global Optimization job to run hourly.

C.  

Create a custom Gantt action to call an Apex class to reschedule appointments.

D.  

Write a batch Apex class to unschedule low priority work orders.

Discussion 0
Questions 23

Universal Containers wants to ensure that Service Appointments are only assigned toActive Resources.

Which configuration should a Consultant recommend for the Scheduling Policy?

Options:

A.  

Match Fields

B.  

Preferred Resources

C.  

Match Boolean

D.  

Required Resources.

Discussion 0
Questions 24

Approximately 70% of Universal Containers^ site visits are inspections and quotation sessionsthat take roughly the same amount of time and set of resource skills to complete.

What should a Consultant recommend to streamline the creation of these Work Orders?

Options:

A.  

Create a child Work Order for each similar site visit.

B.  

Create Work Types for use onWork Orders.

C.  

Create a standard set of Work Order Line Items.

D.  

Create a work flow to clone the Work Order.

Discussion 0
Questions 25

Universal Containers hasdiscovered that many of its Technicians’ initial visits require a return visit to complete the work.

Which two approaches should a Consultant recommend to accurately track these visits?

Choose TWO answers

Options:

A.  

Create a new Work Order and Service Appointment.

B.  

Reschedule the Work Order for the new date.

C.  

Reschedule the Service Appointment for the new date.

D.  

Create a new Service Appointment on the original Work Order.

Discussion 0
Questions 26

AW Computing groups its technicians based on seniority. The newest techs comprise Tier 1, move to Tier 2 after a year on the job, and get assigned to Tier 3 after 3 years on the job. Resources with more seniority should be considered for a job over resources with less seniority.

How should the field service administrator ensure this corporate policy is enforced considering the Customer First scheduling policy is utilized consistently except in emergency situations?

Options:

A.  

Create a custom number field to capture the tier number on the service resource.

B.  

Create a queue for each tier group within each territory on the Service Appointment object.

C.  

Use the Priority field on the service resource assigning Tier 3 techs the lowest number and Tier1 techs with the highest number.

D.  

Make a relevance group on the work rule to filter based on the tier number and add the rule to the policy.

Discussion 0
Questions 27

An extreme whether situationimpacts both the volume of work and number of

available resources at universal container

Which approach should a consultant recommend to realign available resources with?

open work?

Options:

A.  

Resource Schedule optimization

B.  

Global optimization

C.  

Emergency scheduling

D.  

Customer first scheduling

Discussion 0
Questions 28

Universal Containers (UC) wants to ensure that Technicians enter required information only once when completing Work Orders on the Salesforce Field Service

mobile app. The information entered by Technicians needs toalso update the Service Appointment and the Case that are associated to the Work Order.

What should a Consultant leverage to ensure the right data is captured fram the Salesforce Field Service mobile app?

Options:

A.  

Quick Actions that launcha Flaw on Cases, WorkOrders and Service Appointments with required fields.

B.  

Process Builder on Case to update the Service Appointment and Work Order.

C.  

oO Quick Action on the Work Order that launches a Flow to update the Work Order, Case, and Service Appointment.

D.  

Lightning Component with required fields to update the Case, Work Order and Service Appointment.

Discussion 0
Questions 29

Universal Containers (UC) has enabled Salesforce Field

Service and installed the managed package. UC wants to

ensure that Technicians can update their own

appointments’ status using the Dispatcher console Gantt

chart.

Which steps should theConsultant take to meet these

requirements?

Options:

A.  

Create Permission Sets and assign the Salesforce Field Service Scheduling and Mobile Permission Sets to the Resource profile.

B.  

Create Permission Sets and assign the Salesforce Field Service Admin PermissionSet to Service Resources.

C.  

Create Permission Sets and assign the Salesforce Field Service Mobile Permission Set to Service Resources.

D.  

Create Permission Sets and assign the Salesforce Field Service Resource Permission Set and Scheduling license to each Technician.

Discussion 0
Questions 30

Which two features on the Dispatcher Console should the Consultant use to visualize Rule Violating Service Appointments? Choose 2 answers

Options:

A.  

Color Palettes

B.  

Gantt

C.  

Gantt Map

D.  

Appointment List

Discussion 0
Questions 31

Universal Containers has dispatchers who can set up new territories, define new schedule policies, and control settings on the Gantt chart.

In addition to Field Service Lightning Dispatcher Permissions and the Field Service Lightning Dispatcher License, which permissions should a Consultant assign to the dispatchers?

Options:

A.  

Field Service Lightning Mobile License

B.  

Field Service Lightning Admin Permissions

C.  

Field Service Lightning Scheduling License

D.  

Field Service Lightning Standard Permissions

Discussion 0
Questions 32

Universal Containers wants to standardize creation of Work Orders. Historically, Work Orders have been set up with the incorrect skills and estimated time to completion.

What should a Consultant utilize to meet this requirement

Options:

A.  

Entitlement Templates

B.  

Entitlements

C.  

Work Types

D.  

Work Order Record Types

Discussion 0
Questions 33

universal container wants its technician to follow a standard operating

procedure (S O P) while performing maintenance on an individual asset. Each

operation should be captured independently to allow technician to enter note and

update status they progress with the work preventative maintenance should be with a

single visit

Which data model should the consultant recommend to the universal container?

Options:

A.  

Work order to represent the preventative maintenance on the asset - work order lineitem to represent the different operations - service appointment to represent the visit

B.  

Service appointment to represent ante the preservative maintenance on the asset -work order line item to represent the different operations - work order to represent thevisit

C.  

Work order to represent the preventative maintenance on the asset - serviceappointment to represent the different operations - work order line item to representthe visit

D.  

Work order line item represent the preventative Maintenance on the asset - workorder represent the different operations- service appointment to represent visit

Discussion 0
Questions 34

One of the products sold by Universal Containers requires quarterly service appointments.

Which feature should a Consultant use to meet this requirement?

Options:

A.  

Define a repeating Work Type.

B.  

Implement Path for Work Orders.

C.  

Build a Process for Service Appointments.

D.  

Configure a Maintenance Plan.

Discussion 0
Questions 35

UniversalContainers (UC) wants to deploy Knowledge to its field team,

How should UC ensure its Technicians can access Knowledge Articles offline?

Options:

A.  

Use Work Types to assign associated Articles to Work Orders.

B.  

Write a workflow that associates Articles to Work Orders based on a pickiist on the jork Order.

C.  

Use the Salesforce mobile app with deep linking to the Salesforce Field Service mobile app.

D.  

Create a custom mobile app that syncs articles based on Service Appointment assignments

Discussion 0
Questions 36

AW Computing uses a private record access model in the sales, support, and field service organizations.

How should the systemadministrator ensure that the technicians have the appropriate access to the service appointments dispatched to them?

Options:

A.  

Create a user territory for the technicians' primary and secondary territories.

B.  

Create a process to change the owner of the serviceappointment to the assigned technician.

C.  

Enable the sharing features in the Field Service settings in the Setup menu.

D.  

Configure a sharing rule to share dispatched service appointments with the assigned resource.

Discussion 0
Questions 37

To prepare for an upgrade, a mobile technician creates a product request for three circuit boards to be sent from the main warehouse to the customer site. The completed job needs two of the boards. Which two Field Service tools should the technician use to return the unused circuit board to the warehouse? Choose TWO answers

Options:

A.  

Work Order

B.  

Return Order

C.  

Product Transfer

D.  

Product Receipt

Discussion 0
Questions 38

Northern Trail Outfitters (NTO) wants to improve customer satisfaction by setting expectations around upcoming appointments.

When designing theCustomer Service Representative's user interface, in most cases, which two fields should be shared with the customer about an upcoming appointment?

Choose 2 answers

Options:

A.  

Scheduled End

B.  

Arrival Window Start

C.  

Scheduled Start

D.  

Arrival Window End

Discussion 0
Questions 39

Northern Trail Outfitters wants to report on its Assets and reflect their attributes including hierarchical relationships.

How should the Consultant meet this requirement?

Options:

A.  

Usethe Assets without Products report.

B.  

Use standard reports and reference the Parent Asset and Root Asset fields.

C.  

Create custom reports and reference the Parent Asset and Root Asset fields.

D.  

Enable and customize the View Asset Hierarchy action.

Discussion 0
Questions 40

Universal Containers outsources 100 hours of weekly maintenance to an external Contractor. Jobs are assigned to a Contractor Manager instead of individual external technicians. The Contractor Manager is incharge of updating Service Appointments and Work Orders upon completion.

How should a Consultant implement the requirement?

Options:

A.  

Create the individual Technicians as Service Crew Members.

B.  

Set the individual Technicians as Capacity-Based Service Resources.

C.  

Set the Contractor Manager as a Capacity-Based Service Resource.

D.  

Create the Contractor Manager as a Crew Service Resource.

Discussion 0
Questions 41

Service resources at universal container UC frequently work in more than one

serviceterritory the current scheduling policy looks only at primary territory while us

still want to optimizer to use the service resource primary when scheduling, UC also

wants the scheduling policy to look at the resources secondary services territory

Which two scheduling policy changes should a consultant recommend?

Choose 2 answers

Options:

A.  

Includes the match territory work rule

B.  

Remove the match territory work rule

C.  

Select working location enable primary on the working territories work rule

D.  

Deselect workinglocation primary on the working territories work rule

Discussion 0
Questions 42

Universal Containers wants to identify which resources need more or fewer appointments.

Which Gantt chart filter option should a Consultant recommend to provide this information?

Options:

A.  

Select Date Resolution on the Hours Tab.

B.  

Select Travel Time and Breaksas skills on the Skills Tab.

C.  

Select Hours, Absences and Overtime on the Utilization Tab.

D.  

Select Sort by Average Utilization on the Resources Tab.

Discussion 0
Questions 43

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?

Options:

A.  

Create the products and the installation kits as unsterilized inventory.

B.  

Create the products and the installation kits as serialized inventory.

C.  

Creak the products as serialized inventory and the installation kits as unsterilizedinventory.

D.  

Create the products and the installation kits as a singleserialized product.

Discussion 0
Questions 44

Ursa Major Solar would like the technician who performed a customer's initial installation to also perform any subsequent service calls.

Which two actions should the field service administrator take to configure field service to ensure the installation technician is assigned to subsequent service calls?

Choose 2 answers

Options:

A.  

Create a child work order for maintenance on the original installation work order.

B.  

Add the preferred resource service objective to the scheduling policy.

C.  

Add the technician as the required resource on the service appointment.

D.  

Add the technician as a preferred resource on the account record.

Discussion 0
Questions 45

Service Appointments in a "Cannot Complete" status may indicate that an additional part or expert assistance is needed to complete the work. Universal Containers defined that Service Appointments in a "Cannot Complete" status are unable to be rescheduled or unscheduled for history tracking purposes.

Which two items should the Consultant recommerd to meet the requirement?

Choose 2 answers

Options:

A.  

Ensure that Status Transitions are configured to prevent the up3Ste from "Cannot Complete" to

B.  

Define "Cannot Complete" as a Pinned Status for Scneduling and Optimization Services

C.  

Define "Cannot Complete" as a Pinned Starus for Auto-Dispatch Services

D.  

Ensure that Status Transitions are configured to allow the status update from "CannotComplete" to "Scheduled."

Discussion 0
Questions 46

Universal Containers needs to send Technicians into the field to service containers. It takes two Technicians with

specialized skills to complete the work at the same time.

How should a Consultant implement this requirement?

Options:

A.  

Create a crew with two Technicians.

B.  

Create a work rule with two required skills.

C.  

Create a single Service Appointment.

D.  

Create two Service Crews.

Discussion 0
Questions 47

universal containers want to limit their technicians view of work orders and appointment in the field service lightning mobile app. What should a consultant recommend to control their technicians?

Options:

A.  

mini page layouts

B.  

page layouts

C.  

field sets

D.  

visual force page

Discussion 0
Questions 48

Optimization for the Midwest territory is set to automatically run each night for the next three days. The Dispatcher has noticed that the optimizer is leaving many

Service Appointments unscheduled and has asked the Consultant to troubleshoot the issue. The Consultant notices that the Optimization Run Time per Service

Appointment is set to Low in the Field Service Settings.

Which two conditions would make the Consultant consider setting the optimizer to High? Choose 2? answers

Options:

A.  

Most service appointments have the same priority.

B.  

The Scheduling Policy Used field is blank.

C.  

The scheduling policy is producing too many candidates that qualify for each Service Appointment.

D.  

The Calculate travel and breaks Field Service Setting is disabledfor the Service Resource Availability work rule.

Discussion 0