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At Northern Trail Outfitters (NTO), agents are expected to complete a variety of tasks. They create cases and work orders, and need Read access to work types and work rules. They also book and manage appointments, assign mobile resources, and optimize their mobile workforce's schedule. What is the best permission set{s) a consultant should recommend assigning to NTO agents?
Correct Answer: C
Explanation The Agent permission set gives access to create cases and work orders, view work types and work rules, book and manage appointments, assign mobile resources, and optimize schedules. References: https://help.salesforce.com/s/articleView?id=sf.fs_permission_sets.htm&type=5
Recent Comments (The most recent comments are at the top.)
Agent isn't a permission set. Unless that is meant to be "Admin". Also Mobile isn't a necessary PS since the dispatcher is just manager the resources, not using the mobile app itself.
So A would appear to be correct.
Sky - May 06, 2024
From Setup --> Permission set
Permission Set FieldServiceMobileStandardPermSet
Description Give your mobile workforce access to the Field Service mobile app. Set them up with the right user license and permissions. License Field Service Mobile
Recent Comments (The most recent comments are at the top.)
A appears to be correct.
This question describes a dispatcher. Per https://help.salesforce.com/s/articleView?id=service.pfs_set_profiles_perms.htm&type=5 it is "Access all global actions and their related objects to create, book, and schedule service appointments."
Per https://help.salesforce.com/s/articleView?id=service.fs_personas.htm&type=5 "Dispatchers build and manage appointments, assign mobile workers, and optimize the schedule based on worker skills, routing, and job priority."
Agent isn't a permission set. Unless that is meant to be "Admin". Also Mobile isn't a necessary PS since the dispatcher is just manager the resources, not using the mobile app itself.
So A would appear to be correct.
From Setup --> Permission set
Permission Set
FieldServiceMobileStandardPermSet
Description Give your mobile workforce access to the Field Service mobile app. Set them up with the right user license and
permissions.
License Field Service Mobile
D
https://help.salesforce.com/s/articleView?id=sf.pfs_set_profiles_perms.htm&type=5