Each container consists of multiple parts that are tracked by Asset records. Universal Containers’s customers usually wait until several parts need service before requesting a Technician come on-site to save money on servicecharges.
How should a Consultant configure Salesforce Field
Service to track the work performed?
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?
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?
A technician needs to get replacement part for damaged inventory on them for
an upcoming job.
To which object should the technician add a product request record?
Universal Containers (UC) provides services to multiple machines installed at customer sites. Each machine has different issues that need to be fixed. UC wants to track progress, different parts used, and time spent on each machine when dispatching a Technician.
How should the Consultant meet these requirements?
Universal Containers wants service managers to quickly Identify location and status changes in the lifecycle of a specific component in a customer's install base.
What should a Consultant utilize to track the lifecycle?
Universal Containers typically performs installs, break-fix, and inspections for all clients. The Service Manager wants to create a template for common work requests. What should a Consultant implement to assist the dispatch team?
A mobile technician uses parts present in their van to complete an on-site customer installation. The technician has marked theservice appointment and work order as completed. They want to record the parts used in completing the job and adjust their van stock.
Where should the technician record this information?