Salesforce Field Service Lightning Practice Exam

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What is required to track milestones associated with work orders?

  1. Milestones must be recorded manually

  2. Use Object Milestones custom report type

  3. Milestones can only be viewed in calendar settings

  4. They do not need tracking

The correct answer is: Use Object Milestones custom report type

To track milestones associated with work orders, utilizing a custom report type specifically for Object Milestones is essential. This approach allows users to define specific criteria and relationships necessary to capture and report on milestones related to work orders effectively. By leveraging the report type, one can create comprehensive views that detail progress, adherence to schedules, and completion status, ensuring that milestones are monitored systematically. Creating a custom report type enables organizations to focus on relevant data and make informed decisions based on milestone tracking. It's a strategic way to manage performance metrics, ensuring that service delivery meets the standards set for work orders and enhancing overall operational efficiency.