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

Create a Report Chart that summarizes Work Order Line Items and add a link to the Lens on the Service Appointment Layout.

Create a custom Visualforce page, add an external link from the Mobile app to view the page in the mobile browser.

Add the Work Order Line Items Related List to the Work Order Page Layout and assign the Layout to the Technician’s profile.

Create a custom Lightning Component that displays Work Order progress and deploy it to Technicians through salesforce1.

Train Technicians to use Duplicate Work Order feature.

Launch the Work Order Standardization Wizard.

Create a standard set of Work Order Line Items.

Create Work Types for use on Work Orders

Reduced Work Orders per Shift.

Reduced Overtime per Work Order.

Reduced Travel Time per Work Order.

Reduced Absences per Employee.

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.

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.

Implement Work Types and Skill Assignments.

Implement Assignment Rules and Work Orders.

Assign Skills and Skill Levels to Users.

Assign Skills and Skill Levels to Resources.

Drag and drop the Service Appointments to other available Resources and run Optimization.

Ask the Customer Service Rep to call the customers and manually re-schedule for another day.

Change the Scheduling Policy to “High Intensity” and activate the Background Optimization process.

Update the Resource a not available, select the affected Service Appointments, and press “Schedule.”

Deliver Service Report, capture signature, update records, sync device.

Capture signature, sync device, update record, deliver Service Report.

Deliver Service Report, update record, sync device, capture signature.

Capture signature, update record, sync device, deliver Service Report.

Work Types with an Estimated Duration.

Operating Hours for Customer Accounts.

Work Orders with Operating Hours.

Work Types with Service Level Agreement.

Manually create a competitor’s Asset Record on the Field Service mobile app.

Use a Quick Action to create a competitor Asset Record on the Field Service mobile app.

Use a Quick Action to create a Note to explain the competitor’s Asset and attach it to the Work Order.

Use a Macro to create a competitor Asset Record on the Field Service mobile app.

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Managing page layouts and milestone trackers can be done in salesforce1.

Creating Entitlements for Cases and Work Orders must be separated.

Managing page layouts and validation rules can be done in Salesforce Lightning.

Creating Entitlements for Work Orders requires Lightning to be enabled.