Salesforce Field Service Lightning Practice Exam

What objects can serve as the parent record of a service appointment?

1. Only Work Orders

2. Work order, work order line item, opportunity, account, or asset

3. Only Accounts and Opportunities

4. Work Orderes and Assets

The correct answer is: Work order, work order line item, opportunity, account, or asset

The answer is appropriate because in Salesforce Field Service Lightning, a service appointment can have various parent records depending on the context and specific business needs. Specifically, it can be linked to Work Orders, Work Order Line Items, Opportunities, Accounts, or Assets. This flexibility allows organizations to manage service appointments in connection with a variety of related records, ensuring a comprehensive overview of the service process. For example, by associating service appointments with Work Orders, technicians can directly link their scheduled appointments to the tasks they need to complete as part of a service request. Similarly, relating to an Account or Opportunity helps keep sales and service efforts aligned, allowing teams to track customer interactions seamlessly. In contrast, the other provided options limit the potential parent records incorrectly or do not encompass the comprehensive list available in Salesforce Field Service Lightning. Thus, the selected answer reflects the full scope of what is possible, highlighting the interconnectedness of service operations within Salesforce.