FSL-201 Questions and Answers

Assets

Product Templates

Work Types

Service Report Templates

Use Work Order and Work Order Line Items.

Use the Einstein Pricing Configurator.

Set up Products and Price Books.

Use a custom object to model the Work Order pricing.

Company logo

Company Colors

Company style sheets

Company address

Utilize Schedules Jobs from the Field Service Admin app.

Enable Notifications in Field Service Settings.

Utilize Triggers to send emails to relevant users.

Enable Push Notifications in the Service Console app.

A change to the skills on a Work Type will affect the required skill on Work Orders previously created from that Work Type.

A Work Order inherits the Work Types required skills; however, the user has the ability to add/remove skills on the Work Order.

An existing Work Order Line Item will inherit the required skill of a Work Type, regardless of any existing required skills.

A Work Order Line Item will inherit their parent Work Order’s Work Type Skills, and the user is unable to make additional changes.

Add the Resource Skill and track certification using reminder.

Add the Resource Skill and create Absence once expired.

Add the Resource Skill as Time Phased.

Add the Resource Skill and remove from the Service Territory once expired.

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.

Establish a Preventative Maintenance program for their install base.

Integrate IoT data from their install base to detect asset issues.

Launch a feedback survey to their install base and follow up on results.

Review existing contracts for obsolete provisions and requirements.

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.

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.

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.

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.

Include the Match Territory Work Rule in the Scheduling Policy.

Mark the Service Territory’s Resources as Required on the Service Appointments.

Ensure the Resource’s Address is in the same Match Territory as the Service Appointments.

Include the Resource Availability Work Rule in the Scheduling Policy.