Podcast
Questions and Answers
What is a necessary step when Geocode rules have been activated?
What is a necessary step when Geocode rules have been activated?
- Creating a new permission set for geocode rules
- Adding the field to the page layout of the affected objects (correct)
- Ensuring users across the org have access to the field
- Deleting the address in the parent account
How many apps are typically included in a Managed Package?
How many apps are typically included in a Managed Package?
- 2 (correct)
- 1
- It varies depending on the package
- 3
Can Field updates be triggered via other means besides Milestone Actions?
Can Field updates be triggered via other means besides Milestone Actions?
- Only via Milestone Actions
- Via Workflow rules
- Via both Milestone Actions and Work Order status changes (correct)
- Via Custom Apex code
What type of license is typically used for external users of Field Service Lightning?
What type of license is typically used for external users of Field Service Lightning?
Can a Work Order be created without specifying a Work Type?
Can a Work Order be created without specifying a Work Type?
What is the primary purpose of multiday scheduling in Field Service Lightning?
What is the primary purpose of multiday scheduling in Field Service Lightning?
From which console can Service appointments NOT be created?
From which console can Service appointments NOT be created?
Which feature is used to assign service appointments to the workforce dynamically?
Which feature is used to assign service appointments to the workforce dynamically?
What feature allows users to customize the information displayed to users?
What feature allows users to customize the information displayed to users?
Can a service appointment be dependent on another service appointment record?
Can a service appointment be dependent on another service appointment record?
When Geocode rules are activated, what is the primary concern?
When Geocode rules are activated, what is the primary concern?
What is true about the Object Milestones related list on work orders?
What is true about the Object Milestones related list on work orders?
Can products required to complete a job be tracked in Field Service Lightning?
Can products required to complete a job be tracked in Field Service Lightning?
Do work orders and work order line items automatically inherit required products from their assigned work types?
Do work orders and work order line items automatically inherit required products from their assigned work types?
What does the 'Fill Schedule Gaps' tool do in Field Service Lightning?
What does the 'Fill Schedule Gaps' tool do in Field Service Lightning?
What is the primary benefit of using multiday scheduling in Field Service Lightning?
What is the primary benefit of using multiday scheduling in Field Service Lightning?
What is the primary function of the Work Order Overview Screen?
What is the primary function of the Work Order Overview Screen?
How can the Travel time calculations preferences be adjusted?
How can the Travel time calculations preferences be adjusted?
What is the purpose of linking a product item to a storage location?
What is the purpose of linking a product item to a storage location?
Which component can be added to the Appointment standard page layout to display Complex Work dependencies?
Which component can be added to the Appointment standard page layout to display Complex Work dependencies?
What do appointment records related to an asset represent?
What do appointment records related to an asset represent?
When would you use In Day Optimization?
When would you use In Day Optimization?
What is the primary benefit of using Complex Work dependencies?
What is the primary benefit of using Complex Work dependencies?
What is the relationship between a product item and a storage location?
What is the relationship between a product item and a storage location?
What is the primary function of a Work Order Line Item?
What is the primary function of a Work Order Line Item?
Which of the following is a characteristic of a standard scheduling policy?
Which of the following is a characteristic of a standard scheduling policy?
What is the primary purpose of a Return Order?
What is the primary purpose of a Return Order?
What is required to assign a time and place to a Work Order?
What is required to assign a time and place to a Work Order?
What is the term used to describe 'purchased or installed products'?
What is the term used to describe 'purchased or installed products'?
What tool is used to gather customer signatures on Service Reports?
What tool is used to gather customer signatures on Service Reports?
What is the term used to describe the 'number of hours or appointments in a limited time period'?
What is the term used to describe the 'number of hours or appointments in a limited time period'?
What is a key characteristic of a service appointment?
What is a key characteristic of a service appointment?
When using the scheduler for the optimization of service objectives, how are the service objectives considered in the calculation?
When using the scheduler for the optimization of service objectives, how are the service objectives considered in the calculation?
What grade does the scheduler NOT give to the suggested slots for an appointment?
What grade does the scheduler NOT give to the suggested slots for an appointment?
Which step is NOT required when setting up Field Service Lightning?
Which step is NOT required when setting up Field Service Lightning?
What element is NOT needed to start tracking the inventory of Ladders in your warehouses?
What element is NOT needed to start tracking the inventory of Ladders in your warehouses?
Can special permission sets be used for field service delegated to contract workers?
Can special permission sets be used for field service delegated to contract workers?
What tool can be used to dynamically assign appointments to the workforce as they finish them?
What tool can be used to dynamically assign appointments to the workforce as they finish them?
What is the primary purpose of using weighted service objectives in the scheduler?
What is the primary purpose of using weighted service objectives in the scheduler?
What is the benefit of setting up multiple locations for inventory tracking?
What is the benefit of setting up multiple locations for inventory tracking?
Study Notes
Service Objectives
- Weights given to service objectives in a standard scheduling policy can be altered.
Mobile App
- Rich text or HTML is not supported on the mobile app.
Return Orders
- Return Orders Line Items represent individual items being returned.
Work Order Line Items
- Work Order Line Items cannot be deleted.
Work Order Scheduling
- A service appointment must be set to assign a time and place to a Work Order.
Assets
- Assets are defined as purchased or installed products.
Service Reports
- A Flow with an App Extension must be used to gather customer signatures on Service Reports.
Field Service Lightning
- Multiday scheduling in Field Service Lightning refers to scheduling appointments that last more than a day.
- Drip Feed Service Appointments can be used to dynamically assign appointments to the workforce as they finish them.
- Service appointments can be made dependent on another service appointment record.
- The Object Milestones related list on work orders doesn't have the same fields as it does on cases.
Products
- Products can be tracked.
- Work Orders and Work Order Line Items automatically inherit the Required Products from their assigned Work Types.
Scheduling Tools
- The "Fill Schedule Gaps" tool prevents idle periods in a Service Appointment's schedule.
Geocode Rules
- After Geocode rules are activated, the field must be added to the page layout of the affected objects.
Managed Package
- Two Apps will be installed when the Managed Package is installed.
Field Updates
- Field updates can be triggered via Milestone Actions.
External Users
- Community Licenses can be given to external users of Field Service Lightning.
Work Orders
- A Work Order can be created without a Work Type.
- Service appointments cannot be created from the Dispatcher console.
Custom Branding
- Custom Branding lets you choose what record information to display to your users.
Travel Time Calculations
- Travel time calculations preferences can be changed from aerial to Street Level.
Product Items
- Every product item is linked to a storage location in a Territory to track where it is stored.
Appointment Dependencies
- A Complex Work Related List can be added to the Appointment standard page layout to represent the other Complex Work dependencies of the Appointment.
Asset Maintenance
- Appointment records related to an asset represent work being performed on the asset.
Schedule Optimization
- In Day Optimization is used to optimize a scheduled day within a territory after a sudden change.
Service Objectives Optimization
- Service objectives are considered weighted from most to least relevant when using the scheduler for optimization.
Scheduler Grades
- The scheduler gives four grades to the suggested slots for an appointment: Golden, Satisfactory, Ideal, and Recommended.
Field Service Lightning Setup
- Enabling Field Service Lightning in Setup, installing the Field Service Lightning Managed Package, and setting up Workforce and Service Inventory are steps in setting up Field Service Lightning.
Inventory Tracking
- To start tracking the inventory of Ladders in warehouses, you need to set up Product Item Records, Territories, and Locations.
Field Service Delegation
- Special permission sets can be used if the field service is delegated to contract workers.
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Description
This quiz covers the basics of service management, including service objectives, mobile app limitations, and work order scheduling. Learn about the key concepts and rules governing service appointments and asset management.
