Salesforce Field Service Lightning Practice Exam

Which custom report type is used to view work orders with milestones?

1. Standard Milestones report type

2. Object Milestones custom report type

3. Milestone Overview report type

4. Work Order Summary report type

The correct answer is: Object Milestones custom report type

The use of the Object Milestones custom report type is anchored in its ability to directly associate milestones with specific work orders. This custom report type is designed to capture the relationship between work orders and the milestones they contain, allowing users to drill down into details regarding each milestone's status, deadlines, and any associated work orders. In the context of Salesforce Field Service Lightning, where tracking milestones against work orders is essential for project management and service delivery, this custom report type enables comprehensive reporting. It helps teams monitor progress, ensure compliance with service schedules, and facilitate timely communication with clients about the completion of milestones related to their work orders. The other report types listed, while they may offer valuable insights or metrics, do not specifically cater to the need for linking work orders directly with their corresponding milestones. This specificity in the Object Milestones custom report type makes it the ideal choice for users seeking to generate reports focused on work orders in relation to their milestones.