Field Service ConsultantDemo

Question

An employee at Universal Containers serves as both a Dispatcher and a Technician.

How should a Consultant configure Salesforce Field Service to support this behavior?

A Create one Service Resource and assign the Technician and Dispatcher role.
B Create two Skills records and assign them to the Service Resource record.
C Create one Service Resource and assign the relevant Permission Set Licenses.
D Create two Service Resources and assign them to the employee.

Explanation

A Service Resource’s Resource Type identifies it as a technician, dispatcher, or crew, and additional resource types cannot be added to the same record. Two Service Resource records associated with the employee are therefore needed to represent both the Dispatcher and Technician roles.

Learn more

Service Resource Fields for Field Service

Field Service ConsultantDemo

AstroTutor

Notes

Readiness

QuestionQ54

Community Discussion