FSL-201 Salesforce - Implementing Field Service Lightning Questions and Answers

Service Due Date

Customer Working Hours

Customer Entitlement

Service Urgency

Work Order Line Items require a Case for the field technician to perform the work.

All Work Order Line items inherit the required Skills for the associated Asset.

Work Order Line Items require a Service Appointment for a field technician to perform the work.

Scheduled Work Order Line Items have to be completed on a daily basis or rescheduled the end of day.

Open a Case and inform Customer of weekend service pricing.

Open a Case and send email with new Service Offerings.

Open a Case and a renewal Opportunity for the Sales team.

Open a Case and create a Work Order for the Dispatch Team.

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

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

Define Skills, Set up Skill Requirements, and Set up Resources Skills

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

Work Types, Skill Routing, Skill Requirements, Operating Hours

Case process, Work Types, Entitlements, and Milestones

Skill Requirements, Work Types, Case Process, Milestones

Work Types, Skill Requirements, Entitlements, and Milestones

With Entitlement Templates

With Workflows

With Process Builder

With Work Order Types.

Configure a new Service Level for immediate assignment.

Postpone all lower-priority jobs and extend Due Dates.

Manually flag Service Appointments as “In Jeopardy” due to weather.

Configure Emergency Policy and use the Emergency Wizard.

When a service process dictates that there are two levels in a Work Order Hierarchy and two levels in the Work Order Line Hierarchy. (Parent Work Order can be used)

When a service process dictates that there is a single level in a Work Order Hierarchy and more than two levels in the Work Order Line Hierarchy.

When a service process dictates that there are more than two levels in a Work Order Hierarchy and more than two levels in the Work Order Line Hierarchy.

When a service process dictates that there are more than two levels in a Work Order Hierarchy and more than a single level in the Work Order Line Hierarchy.

Use Assets and define a hierarchy.

Use a custom object to model the BoM.

Use an ERP to manage the BoM.

Use Products and add to an Order.

Customer Communities Plus

Chatter Files Connect

Chatter Customer Groups

Partner Communities

Customer Communities

Create two Service Appointments, set the Related Service Appointment and Time Dependency.

Create one Service Appointment with the total duration of the two jobs and assign two Resources.

Create two Service Appointments and schedule them to the same Resource.

Create one Service Appointment and schedule it to two different Resources.

Create a Capacity-based Resource and delete that Resource after three weeks.

Create a Resource and give them 24-hour availability for the next three weeks.

Create a Capacity-based Resource and give them 24-hour availability for the next three weeks.

Create a Capacity-based Resource and give them Capacity for the next three weeks.