SFDC Field Service Accredited Professional Cert. (Vocabulary)
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What are the Licensing needs for Contractors (Res. Mgmt.)
Contractors are likely capacity-based resources. Assign contractors the
Customer Community Plus or Partner Community license. Assign the Field
Service Scheduling permission set license so that the user can be included in
scheduling. Assign the Field Service Mobile permission set license to users that
need access to the Field Service mobile app.
What are Work Rules (Res. Mgmt.)
Work rules refine the list of candidates for a service appointment by rejecting
service resources that violate any rule. Add work rules to any scheduling policy
to guide
schedule optimization.
What are Service Objectives (Res. Mgmt.)
Add service objectives to a scheduling policy to indicate your scheduling goals.
You can weight each objective to indicate its importance. During schedule
optimization, each
appointment assignment receives a score from 0 to 100 for every service
objective based on how fully the objective was met.
,What is Zip Codes Coverage (Res. Mgmt.)
If your mobile workers support specific ZIP codes, use an Extended Match work
rule to assign them appointments within their area. Create a ZIP Code lookup
field on the
Service Appointment object. Then create a ZIP Code Coverage linking object,
add the ZIP Code field, and attach it to the Service Resource object as a
related list. Use the Extended Match Rule Lightning Component to create a
work rule.
What is Schedule Over Lower Priority (Res. Mgmt.)
"When you select this Boolean field on appointments, scheduling actions
consider the appointment's priority; (if you have added the Schedule Over Lower
Priority
Appointment field to the service appointment page layout)"
What are Resource Absences (Res. Mgmt.)
Create resource absences to indicate when a service resource is unavailable to
work
What are Offline Capabilities? (Mobile)
Select specifice Objects, & Users that are updated via mobile
What is Geolocation Tracking? (Mobile)
Enables ETA calculation for SFS Mobile; & live locations of resources; & online
indicator (Gantt); & real-time tracking for Emergency Services
, What are Work Plans? (Mobile)
Create, maintain and execute a set of prescribed steps on a Work Order/ Work
Order Line Item
What is Appointment Assistant? (Mobile)
Provide end customers with temporary location updates when a mobile
worker is en route to a job
What Are Gantt Custom Permissions (Foundation)
Tool Sets granting increasingly greater control
What Are Gantt Field Sets (Foundation)
"Display Additional Fields on Service Appointment Hover. Update the new
""Service
Appointment List Preview"" Field Set to allow Dispatchers to view additional
fields when they hover on an appointment in the list. Examples -
● Address fields
● Long Text fields
What Are Gantt Palette (Foundation)
Color-coded visualizations of the Gantt by applying Gantt Palettes
Test Bank Exam Questions & Answers || Most Recent Exam
Actual Complete Real Exam Questions And Correct Answers
(Verified Answers) Already Graded A+ | Guaranteed Success!!
Newest Exam | Just Released 2026-2027
What are the Licensing needs for Contractors (Res. Mgmt.)
Contractors are likely capacity-based resources. Assign contractors the
Customer Community Plus or Partner Community license. Assign the Field
Service Scheduling permission set license so that the user can be included in
scheduling. Assign the Field Service Mobile permission set license to users that
need access to the Field Service mobile app.
What are Work Rules (Res. Mgmt.)
Work rules refine the list of candidates for a service appointment by rejecting
service resources that violate any rule. Add work rules to any scheduling policy
to guide
schedule optimization.
What are Service Objectives (Res. Mgmt.)
Add service objectives to a scheduling policy to indicate your scheduling goals.
You can weight each objective to indicate its importance. During schedule
optimization, each
appointment assignment receives a score from 0 to 100 for every service
objective based on how fully the objective was met.
,What is Zip Codes Coverage (Res. Mgmt.)
If your mobile workers support specific ZIP codes, use an Extended Match work
rule to assign them appointments within their area. Create a ZIP Code lookup
field on the
Service Appointment object. Then create a ZIP Code Coverage linking object,
add the ZIP Code field, and attach it to the Service Resource object as a
related list. Use the Extended Match Rule Lightning Component to create a
work rule.
What is Schedule Over Lower Priority (Res. Mgmt.)
"When you select this Boolean field on appointments, scheduling actions
consider the appointment's priority; (if you have added the Schedule Over Lower
Priority
Appointment field to the service appointment page layout)"
What are Resource Absences (Res. Mgmt.)
Create resource absences to indicate when a service resource is unavailable to
work
What are Offline Capabilities? (Mobile)
Select specifice Objects, & Users that are updated via mobile
What is Geolocation Tracking? (Mobile)
Enables ETA calculation for SFS Mobile; & live locations of resources; & online
indicator (Gantt); & real-time tracking for Emergency Services
, What are Work Plans? (Mobile)
Create, maintain and execute a set of prescribed steps on a Work Order/ Work
Order Line Item
What is Appointment Assistant? (Mobile)
Provide end customers with temporary location updates when a mobile
worker is en route to a job
What Are Gantt Custom Permissions (Foundation)
Tool Sets granting increasingly greater control
What Are Gantt Field Sets (Foundation)
"Display Additional Fields on Service Appointment Hover. Update the new
""Service
Appointment List Preview"" Field Set to allow Dispatchers to view additional
fields when they hover on an appointment in the list. Examples -
● Address fields
● Long Text fields
What Are Gantt Palette (Foundation)
Color-coded visualizations of the Gantt by applying Gantt Palettes
