About the Exam

Designed for consultants with experience implementing Salesforce Service Cloud and Salesforce Field Service. The exam validates the ability to deploy Field Service solutions that support customer business processes and requirements, including use of the Salesforce Field Mobile application. Passing demonstrates proven experience administering and configuring the Salesforce Platform and understanding field service and customer service processes.

Exam Topics

  • Manage Assets5%
  • Configure Contracts, Entitlements, and Warranties8%
  • Manage Case7%
  • Manage Work Order32%
  • Manage Scheduling and Optimization28%
  • Configure Mobility17%
  • Manage Inventory3%

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Last updated June 29, 2026 at 1:49 PM

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QuestionQ1

Manage Work Order

Which record type should a Consultant use to define a preconfigured set of parts for an annual-service Work Order?

  • A Asset
  • B Work Type
  • C Work Order Line Item
  • D Product Request
Explanation

A Work Type is a reusable Field Service template that can define required products (parts). When the Work Type is applied, the Work Order inherits those required products, providing a consistent predefined parts set for recurring annual service work.

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QuestionQ2

Manage Work Order

Which Work Rule should a Salesforce Field Service Consultant use to assign Service Resources according to related object records?

  • A Match Field
  • B Required Resource
  • C Resource Availability
  • D Extended Match
Explanation

The Extended Match work rule schedules service appointments using custom criteria through a junction (linking) object, matching a Service Appointment field to records in a related list on the Service Resource.

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QuestionQ3

Manage Assets

Universal Containers needs to report on the number of products installed during a particular timeframe.

Which solution should the Consultant use to satisfy this requirement?

  • A Field History Tracking on Asset
  • B A custom Installation Date field on Products Consumed
  • C The standard Installation Date field on Asset
  • D A Work Order related list on Asset
Explanation

Salesforce Asset records represent specific customer products and include the standard Install Date field, which stores the date an asset was installed. A report can filter Assets by this field to measure installed-product volume for a defined timeframe.

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QuestionQ4

Manage Scheduling and Optimization

Which Service Appointment fields help ensure completion within the Service Level Agreement (SLA) agreed with Universal Containers' customers?

  • A Arrival Window Start, Arrival Window End
  • B Earliest Start Permitted, Due Date
  • C Actual Start, Actual End
  • D Scheduled Start, Scheduled End
Explanation

Earliest Start Permitted defines when a service appointment may begin, and Due Date defines the deadline by which it must be completed. Salesforce Field Service states that these fields typically reflect terms of the customer’s service-level agreement.

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QuestionQ5

Manage Work Order

How should a Consultant set up Salesforce Field Service so that agents and dispatchers can rapidly create Work Orders with the correct materials?

  • A Create Work Types with Work Order Line Items.
  • B Create Work Types and Locations.
  • C Create Work Types with Products Required.
  • D Create Work Types with Products Consumed.
Explanation

Work types standardize recurring field-service work. Adding Products Required to a work type causes Work Orders and Work Order Line Items that use that work type to inherit the required products, so the needed materials are populated during creation. Products Consumed instead records inventory actually used to complete work.

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