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

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.

Accounts and Assets

Contacts and Service Contracts

Accounts and Service Contracts

Contracts and Assets

Create an Entitlement Process which has entry criteria for Status = Technician Wrap Up.

Create a Milestone which has entry criteria for Status = Technician Wrap Up.

Create custom fields to capture that the Wrap UP Activities have been completed.

Create a Workflow to close the Milestone when the Wrap Up is complete.

Create a Process Builder to close the Milestone when the Wrap Up is complete.

Attach Knowledge Articles to Work Order Line Items Only.

Manage Attached Articles and Search the Knowledge Base.

Attach Articles to Work Orders and Work Order Line Items.

Include Quick Actions and Global Actions in Attached Articles.

Validation Rules and Work Types

Work Types and Skill Requirements

Milestones and Service Appointments

Skill Requirements and Entitlements

Utilize a standard Price Book specific to each country.

Utilize the standard Price Book with pricing rules applied.

Utilize a custom Price Book specific to each country.

Custom Work Order Escalation Rules

Custom Validation Rule on Work Orders

Custom Approval Process on Work Orders

Custom Work Order Status with Category

With Entitlement Templates

With Workflows

With Process Builder

With Work Order Types.

Assign Permission Sets that allow Status Transitions.

Allow Status Transitions based on Role.

Limit Status Transitions based on Profile.

Configure Status Transitions based on Resource Type.

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.”

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.

Use of Standard Reports to view Parent and Root Work Order Lines Items within Work Orders by Customer.

Use of Work Order Line Items that automatically inherit the hierarchy of Assets attached to Work Order.

Use of Work Order Line Items to link to a specific Asset within the Asset Hierarchy that represents the BoM.

Use of a parent-child Work Order Line Item to create a Work Order Line Item hierarchy.

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.

Reduced Work Orders per Shift.

Reduced Overtime per Work Order.

Reduced Travel Time per Work Order.

Reduced Absences per Employee.

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.

Build a report to view Products Consumed on Work Order Line Items.

Build a report using the Service Appointment Inventory module.

Build a report to view Products Consumed on Work Orders.

Build a report using the Work Order inventory module.

Build a report to view Inventory Transactions.

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

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.

Add additional page to End Section of report.

Add additional field to Address Section of report.

Add additional filed to General Section of report.

Add additional image to Detail Section of report.

Add additional dates in Date Section of report.

Proactively adjust Service Contracts.

More accurately assign Work Orders based on skills.

Proactively adjust to address demand fluctuations.

More consistently meet customer response times.

Create a Quick Action that will create a new Service Appointment record.

Create a Visualforce page that will create a new Work Order record.

Create a Quick Action that will create a new Work Order record.

Create a Visualforce page that will create a new Service Appointment record.

Create Account-wide Discounts.

Apply Promotion to the Work Order.

Apply Price Book to the Work Order.

AppCreate Products and Price Book Entries.

Create Work Order Line Items with Products.

First time fix rate: The percentage of on-site service requests resolved on the first visit.

Service Technician utilization: Technician wrench time per month divided by the number of work hours in a given month.

Average time to repair: The average time required to repair or install as asset.

Truck roll cost per customer: The need to dispatch a Service Technician to go on-site to repair or install an asset or respond to a service call.

Create Service Appointment, Create Work Order, Create Case, Dispatch Service Appointment.

Create Case, Create Work Order, Create Service Appointment, Dispatch Service Appointment.

Create Work Order, Create Case, Dispatch Work Order, Create Service Appointment.

Create Case, Create Service Appointment, Create Work Order, Dispatch Service Appointment.

Publish training documentation in a closed chatter group.

Increase training to Sales Representatives.

Publish pre-release documentation on the Customer Community.

Increase training to Field Service Technicians

Create a Service Appointment Quick Action to create a Lead record and add it to the appropriate page layout.

Create a Web-to-Lead page that submits to the inside sales team. Add a link to the Case Page Layout.

Create a Public Group for the inside sales team, and share Work Orders to the group via Sharing Rules.

Configure a Flow against Cases that auto-creates leads and assigns them to the insides sales team Queue.

Adjust Scheduling Policy

Knowledge Base

Customer Entitlements

Dispatching

Scheduling

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

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

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

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