Assess the Requirements and Tools Needed to Execute a Customer Sign-Off Process AGENTFORCE-FIELD-SERVICE-CONSULTANT Practice Questions (Page 2)

Questions 6–10

1. 6application · medium

   A work order is completed and the customer signs off. Later, the customer requests a copy of the signed work order for their records. What is the most efficient way to provide this to the customer?

   • AEmail the customer a link to the Salesforce Community portal where they can view the work order.
   • BTake a photo of the screen showing the signature and send it via text message.
   • CGenerate a PDF of the work order with the signature and email it to the customer.
   • DTell the customer to contact the office to request a copy by mail.
   Reveal Solution Discussion Select an answer first
2. 7expert · medium

   A work order is completed and the customer signs off. Later, the customer claims they did not sign, and the company needs to prove the signature is valid. What is the most important evidence to have in Salesforce?

   • AAn email from the customer confirming the work was completed.
   • BThe signature image, along with the timestamp and user who captured it.
   • CThe work order number and the customer's name.
   • DA photo of the technician and the customer together.
   Reveal Solution Discussion Select an answer first
4. 8expert · medium

   A field service company has a process where the customer signs off on the work order, and then the work order is automatically sent to invoicing. The company wants to ensure that the sign-off is valid and that the invoicing process does not start until the sign-off is complete. What is the best way to achieve this?

   • AUse a validation rule to require the Signature field before the status can be changed to Completed, and use a Flow to trigger invoicing when the status changes to Completed.
   • BUse a Flow to check if the Signature field is populated before sending the invoice, and if not, send an email to the technician.
   • CUse a custom button on the work order that sends the invoice, and instruct technicians to only click it after capturing the signature.
   • DUse a Process Builder to automatically populate the Signature field when the status changes to Completed.
   Reveal Solution Discussion Select an answer first
5. 9foundation · easy

   In which scenario is a formal customer sign-off most likely to be a legal requirement?

   • AWhen a customer requests a change to the scheduled appointment time
   • BWhen a technician performs routine maintenance on a residential appliance
   • CWhen the technician completes the work ahead of schedule
   • DWhen work is performed on regulated equipment, such as medical devices or fire safety systems
   Reveal Solution Discussion Select an answer first
6. 10application · medium

   A consultant is setting up Field Service for a client that requires the customer's signature to be captured on a separate device, such as a dedicated signature pad, rather than on the technician's phone. How can this be achieved?

   • AUse Salesforce Files to store a signature image captured by a camera.
   • BHave the customer sign on a piece of paper and then upload a photo.
   • CUse the standard Signature Capture feature on the technician's phone only.
   • DUse a third-party signature pad that integrates with Salesforce via a custom integration.
   Reveal Solution Discussion Select an answer first