Salesforce Field Service Lightning Practice Exam

Where do you add general information about a task?

1. Service Appointments

2. Work Orders and Work Order Line Items

3. Utility Objects

4. Service Resources

The correct answer is: Work Orders and Work Order Line Items

Adding general information about a task is typically done within Work Orders and Work Order Line Items. Work Orders serve as the primary structure for organizing the work that needs to be completed, including details about the task, such as descriptions, associated service resources, and any relevant customer information. Work Order Line Items can further break down specific activities or components that need to be addressed as part of completing the work order. This structure ensures that all relevant details are aggregated in one location, making it easier for technicians and dispatchers to view and manage tasks comprehensively while providing visibility into what needs to be accomplished. This organization is crucial for effective field service delivery, enabling teams to track progress, assign responsibilities, and ensure all necessary information is accessible to those involved in the work. Other choices, while related to certain aspects of field service management, do not serve the purpose of adding general information about tasks in the same comprehensive manner. Service Appointments focus more on scheduling and logistics, Utility Objects typically refer to system-related tools, and Service Resources primarily pertain to the assets or people executing the tasks rather than the tasks themselves.