Salesforce Field Service Lightning Practice Exam

What permission is needed to create, clone, edit, or delete work order line items?

1. Edit on Work Orders

2. Delete on Work Orders

3. Create on Work Orders

4. View on Work Orders

The correct answer is: Edit on Work Orders

To create, clone, edit, or delete work order line items, the permission required is "Edit on Work Orders." This permission ensures that a user has the appropriate rights to modify all aspects of a work order, which includes the ability to manage its line items. When a user possesses edit permissions, they can perform a range of actions including creating new line items associated with a work order, cloning existing line items to facilitate quick modifications or duplications, as well as editing current line items to reflect accurate information. Additionally, this permission also allows for the deletion of line items that may no longer be necessary or applicable to the work order. Other permissions listed—like delete, create, or view—are limiting in scope. For example, having only the delete permission would not enable a user to create or modify line items, while view permissions would restrict the user to merely observing the work order data without making any changes. Thus, having comprehensive editing rights is critical for effective management of work order line items.