Salesforce Field Service Lightning Practice Exam

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What permission is needed to assign skills to resources?

  1. 'View' on Service Resources

  2. 'Edit' on Service Resources

  3. 'Manage' on the Field Service app

  4. 'Assign' on Service Appointments

The correct answer is: 'Edit' on Service Resources

To assign skills to resources in Salesforce Field Service Lightning, the required permission is 'Edit' on Service Resources. This permission enables a user to modify the details of service resources, which includes the ability to assign specific skills to those resources. Skills in Salesforce Field Service represent specific capabilities or qualifications that a resource may have, allowing organizations to better match the right resource to the right service tasks based on those skills. Having 'Edit' permission ensures that users can actively contribute to the management of service resources, enhancing operational efficiency. Without this permission, users would be limited in their ability to make necessary adjustments to the resource profiles, which can affect scheduling and service delivery effectiveness. The other options pertain to permissions that do not provide the ability to modify or assign skills directly. For instance, merely having 'View' permission allows for observation of resource details but does not enable any changes. Similarly, 'Manage' on the Field Service app pertains to broader application management tasks rather than specific resource skill assignments. Lastly, 'Assign' on Service Appointments would relate to scheduling resources for appointments but does not extend authority over skills assignment.