Salesforce Field Service Lightning Practice Exam

At what level are pricing details such as discounts and unit price set?

1. Service Contract

2. Work Order

3. Work Order Line Item

4. Product Level

The correct answer is: Work Order Line Item

Pricing details, including discounts and unit prices, are established at the Work Order Line Item level because this is where individual services and products are specifically linked to the work being done. Each line item within a work order can have its own unique pricing assigned, which allows for flexibility in pricing different services or products based on the requirements of that particular job or customer agreement. This level of granularity is essential for managing complex jobs that may involve multiple services or products, each with varying costs and discounts. It enables users to accurately track and report on the financial aspects of each job while ensuring that pricing reflects the specific agreements made with customers. Setting pricing details at the line item level ensures that the overall work order reflects accurate financial data, complying with any corporate pricing policies and facilitating proper invoicing once services are rendered.