Determine When to Apply Quick Actions AGENTFORCE-FIELD-SERVICE-CONSULTANT Practice Questions (Page 2)

Questions 6–10

1. 6application · medium

   A consultant is configuring quick actions for a Field Service mobile app. The client wants technicians to see a 'Start Work' action on the Service Appointment record page, but only when the appointment status is 'Scheduled'. The action should not appear when the status is anything else. What is the recommended way to achieve this?

   • AUse a dynamic quick action with a filter condition that displays the action only when the Status equals 'Scheduled'.
   • BCreate two page layouts: one with the action for 'Scheduled' and one without it for other statuses.
   • CUse a screen flow launched from the quick action that checks the status and shows an error if it is not 'Scheduled'.
   • DInstruct technicians to manually check the status before tapping the action.
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2. 7foundation · easy

   What is the key difference between a quick action and a standard action in Salesforce?

   • AStandard actions are available only in the mobile app, while quick actions are only on the web.
   • BQuick actions can only be used for creating records, while standard actions can update records.
   • CStandard actions require Apex code, while quick actions are declarative.
   • DQuick actions are custom-built buttons, while standard actions are predefined by Salesforce.
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4. 8expert · hard

   A consultant is evaluating whether to use a quick action or a standard action for a Field Service mobile app. The requirement is to allow technicians to update the Status of a Work Order and automatically create a follow-up Task if the status is set to 'Needs Follow-Up'. Which approach should the consultant recommend?

   • AA quick action that launches a screen flow to update the Status and conditionally create a Task.
   • BA standard 'Change Status' action on the Work Order.
   • CA quick action with action type 'Update a Record' that changes the Status to 'Needs Follow-Up'.
   • DA global action that creates a Task and instructs the technician to also update the Work Order status manually.
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5. 9foundation · easy

   Which step is required when creating a quick action for the Service Appointment object?

   • ACreating a new custom object for the action.
   • BEnabling the action in the org-wide default settings.
   • CWriting an Apex trigger to handle the action.
   • DSelecting the object the action is associated with, such as Service Appointment.
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6. 10application · medium

   A field technician completes a repair and needs to record the customer's signature, capture a photo of the completed work, and log a custom part number used during the job. The technician is working offline in a remote area with poor connectivity. Which approach should the consultant recommend to minimize the number of taps and support offline data entry?

   • AUse a global action that creates a new Task with the signature, photo, and part number as task fields.
   • BCreate a quick action on the Work Order that opens a screen flow collecting the signature, photo, and part number in a single screen.
   • CInstruct the technician to use the standard Edit button on the Work Order and fill in all fields manually.
   • DAdd three separate standard quick actions on the Work Order: one for signature, one for photo, and one for the part number field.
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