Universal Containers' DSO (Days Sales Outstanding) is at an all-time high, and they are evaluating way to shorten the collection time. What will help reduce DSO?
A. Require Technicians log all non-billable hours.
B. Require customer signature on billable Work Orders
C. Require approval on all Installations.
D. Require Technicians sign-off on Work Orders.
Over 70% of Universal Containers' sales are made by Field Technicians during on-site, customer visits, Many times, after selling a product, they will install the product as part of the current body of work. How should a Consultant recommend accomplishing this in the Field Service mobile app?
A. Create a New Task linked to the Contact and assign to a Sales Rep.
B. Add a "Create Opportunity" Quick Action to the Work Order Line Item.
C. Create a custom Visualforce page to create a new Opportunity.
D. Add an "Upsell" Quick Action to the Account that creates a new Work Order
A Client Service Representative (CSR) receives a call from a customer on Saturday. The CSR determines that the customer is covered, but the coverage is about to expire. Which two upsell activities should the CSR consider? Choose 2 answers.
A. Open a Case and inform Customer of weekend service pricing.
B. Open a Case and send email with new Service Offerings.
C. Open a Case and a renewal Opportunity for the Sales team.
D. Open a Case and create a Work Order for the Dispatch Team.
Universal Containers (UC) is rolling out Inventory Management 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?
A. Add Products to the Work Order Products Related List on the Asset object.
B. Add Products to the Products Required Related List on the Work Type object.
C. Add Products to the Products Required Related List on the Asset object.
D. Add Products to the Work Order Products Related List on the Work Type object.
Universal Containers uses a complex service model that involves scheduling multiple Service Technicians for each customer interaction (e.g., an install). How can a Consultant ensure that a Service Technician enters the data necessary to track completed work?
A. Update the Case Feed and tag the associated Service Representative.
B. Update the Work Order Line Item and its associated parent Asset.
C. Update the Service Appointment and its associated parent record.
D. Update the Work Order and its associated parent Account.
Universal Containers' (UC) Technicians are required to record actual work duration against baseline estimates at the Work Order Line Item Level for certain tasks. How can this be supported using standard fields and features?
A. Create Work Types for all tasks requiring an estimated versus baseline value. Train Service Technicians to select the appropriate Work Type, and then update the "Duration" field on the Work Order Line Item.
B. Train Dispatchers to update the "Duration" field when Work Orders are created. Train Service Technicians to select the appropriate Work Type, and then update the "Duration" field on the Work Order Line Item.
C. Create Knowledge Articles with the baseline durations for each Product. Train Service Technicians to associate the appropriate Knowledge Article, and then update the "Duration" field on the Work Order Line Item.
D. Create Work Types for all tasks requiring an estimated versus baseline value. Train Service Technicians to select the appropriate Work Type, and then update the "Duration" field on the Work Order.
Universal containers wants to assign service appointments based on the polygon of the child service Territory in the hierarchy.
How should a consultant assign service appointments to the polygon?
A. Set the polygon assignment policy to the highest level.
B. Set the territory assignment policy to the highest level.
C. Set the territory assignment policy to the lowest level.
D. Set the polygon assignment policy to the lowest level.
Universal Containers's (UC) Technicians use the iOS Salesforce Field Service mobile app to track Service Appointments. UC requires some customers to sign their Service Reports when work is completed. The majority of UC's customers receive a Service Report without signature capture.
How should a Consultant configure Salesforce Field Service to support customer signatures?
A. Build a Flow on the Service Appointment record.
B. Install an AppExchange eSignature solution.
C. Generate a Service Report with a Signature Type.
D. Supply each Service Technician with a portable printer.
Universal containers are implemented field service lightning and wants to make sre the dispatch team receive work orders with appropriate resources and knowledge article requirement is defined.
What should a consultant recommend to achieve this requirement?
A. skill requirement work type and case process
B. work type skill routing skill requirements operating house and data categories
C. case process work types and record types
D. work types and skill requirements
Universal container want technician using the field service lightning mobile app to indicate when service appointment is at risk.
What should be a consultant recommended to meet the requirements?
A. Adjust the scheduled end field on the service appointment
B. Change the status field on the service appointment
C. Update the in-jeopardy field on the service appointment
D. Post the service appointment chatter feed
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