SERVICEMAX ADMINISTRATION

servicemax administration Practice Questions & Answers (Set 1) | CodeWme

📝 Instructions: Read the hint to know if you need to select one or multiple options.

#1 Which type of record can be automatically generated as a result of preventive maintenance configuration and execution of a PM Process? Select 1

A. PM Plans
B. Field Change Orders
C. Installed Base notifications
D. Work Orders

✅ Answer: Work Orders


Explanation:
Executing a PM Process generates Work Orders for assets that meet the maintenance criteria.

#2 What triggers auto-entitlement to evaluate and apply coverage? Select 1

A. Editing a Service Contract or Warranty
B. Creating and activating an auto-entitlement rule
C. Saving a Work Order or Case with Perform Auto Entitlement checked

✅ Answer: Saving a Work Order or Case with Perform Auto Entitlement checked


Explanation:
Auto-entitlement is triggered by the 'on-save' event of a record where the entitlement checkbox is active.

#3 True or False: Time-based preventive maintenance allows coverage by Product, Account, or Location. Condition-based preventive maintenance is limited to Product coverage only. Select 1

A. True
B. False

✅ Answer: True


Explanation:
Condition-based PM requires Technical Attributes which are only available at the Installed Product level.

#4 SFM Expressions can be used to control which of the following? (Choose 2) Select all that apply

A. The LWC components visible on a Lightning page layout
B. When an SFM transaction is available to users
C. When a wizard step is enabled or disabled
D. If a field is required on a Transaction layout

✅ Answer: When an SFM transaction is available to users, When a wizard step is enabled or disabled


Explanation:
Expressions act as filters for transaction availability and wizard step visibility/enablement.

#5 What is the primary purpose of Service Offerings in ServiceMax Core? Select 1

A. To define quantities, limits and coverage levels for Available Services on a Service Plan
B. To define the services a company offers
C. To determine when PM Plans are created
D. To activate Service Contracts

✅ Answer: To define quantities, limits and coverage levels for Available Services on a Service Plan


Explanation:
Service Offerings define the specific limits and discounts for services included in a plan.

#6 An administrator is configuring a multi-step SFM wizard and wants users to move directly from one transaction page layout to the next without returning to the original record page. Which Wizard step feature allows this behavior? Select 1

A. Handover
B. SFM Mappings
C. Qualification Criteria
D. Lookup Configuration

✅ Answer: Handover


Explanation:
Handover allows for a seamless transition between multiple SFM transaction steps.

#7 Which components are NOT included as part of the ServiceMax managed package? (Choose 2) Select all that apply

A. Standard SFM Transactions, Components & Wizards
B. Salesforce Standard Objects
C. ServiceMax Permission Sets (3)
D. Apex classes and services
E. Sample Salesforce Profiles
. Default Org-Wide and Default Group-Wide Configuration Profiles (one each)
. Custom objects, fields and page layouts
. Salesforce Queues
. Lightning Web Components (LWCS)

✅ Answer: Salesforce Standard Objects, Salesforce Queues


Explanation:
Standard Objects and Queues are native Salesforce platform features, not package-specific components.

#8 Which statement correctly describes the ServiceMax upgrade model? Select 1

A. Version rollbacks are supported through the ServiceMax Configurator
B. Administrators can downgrade to a previous ServiceMax package version if issues occur
C. ServiceMax supports upgrades only, and environments cannot be rolled back after installing a newer package version

✅ Answer: ServiceMax supports upgrades only, and environments cannot be rolled back after installing a newer package version


Explanation:
Managed packages on Salesforce do not support version downgrades or rollbacks.

#9 Which SFM transactions types are only supported on mobile? (Choose 2) Select all that apply

A. View an existing record with/without its Child records
B. Convert existing Child records to new Child records and add new Child records
C. Create a New record and add new Child records
D. Update an existing record and add new Child records
E. Create new Target records from Source records and add new Child records

✅ Answer: View an existing record with/without its Child records, Convert existing Child records to new Child records and add new Child records


Explanation:
Viewing records and specific inventory conversions are exclusive features of the mobile SFM engine.

#10 An organization receives a notice that only devices produced during a specific manufacturing batch are impacted by a defect. Which FCO Search type should be used to identify the impacted records? Select 1

A. Work Order History
B. Installed Product Attributes
C. Technical Attributes
D. Batch/Lot & Serialized Stock

✅ Answer: Batch/Lot & Serialized Stock


Explanation:
This search type specifically filters by manufacturing data like Batch or Lot numbers.

#11 When coverage is added to an existing Service Contract, what does SET003 (PM Plan Behavior when Contract Coverage is Added) control? Select 1

A. Whether PM Plans are billable or included at no cost
B. Whether PM Plans are updated when coverage is removed from a Service Contract
C. Whether new coverage creates a new PM Plan or is added to an existing PM Plan
D. Whether PM Plans are created when a Service Contract is activated

✅ Answer: Whether new coverage creates a new PM Plan or is added to an existing PM Plan


Explanation:
SET003 determines if new equipment gets its own PM plan or joins an existing one on the contract.

#12 What are the two modes of execution for SFM transactions? Select 1

A. Online and Offline
B. Browser and Mobile
C. Manual and Automatic
D. Background and Interactive

✅ Answer: Background and Interactive


Explanation:
Interactive mode involves a UI; Background mode runs logic without showing a screen.

#13 When defining Applicable Products on a PM Plan Template, how can products be associated? Select 1

A. By Product and Installed Product
B. By Product only
C. By Installed Product only
D. By Product, Product Line, or Product Family

✅ Answer: By Product, Product Line, or Product Family


Explanation:
Templates use the product hierarchy (Family/Line/Product) for broad maintenance coverage.

#14 Which types of coverage can be defined within a Warranty Term? (Choose 3) Select all that apply

A. Travel Distance
B. Labor
C. Materials
D. Expenses
E. Product Cost

✅ Answer: Labor, Materials, Expenses


Explanation:
Standard Warranty coverage categories include Labor, Materials (Parts), and Expenses.

#15 When creating an SFM mapping, which mapping types are available? (Choose 3) Select all that apply

A. Field
B. Lookup
C. Value
D. Literal/Formula

✅ Answer: Field, Value, Literal/Formula


Explanation:
The three methods for defining source data are Field, Value, and Literal/Formula.

#16 True or False: Configuration of pricing-related components, such as Pricing Rules and Labor or Parts Pricing, is required for users to create a Service Contract from a Service Plan. Select 1

A. True
B. False

✅ Answer: False


Explanation:
Pricing components are optional for the technical generation of a contract, though needed for billing.

#17 Under which conditions can a Product Warranty be automatically generated in ServiceMax Core? (Choose 3) Select all that apply

A. When a Warranty Term is edited
B. When automatic warranty generation settings are enabled
C. When a Product record is created
D. When an Installed Product is created
E. When an Installed Product is updated

✅ Answer: When automatic warranty generation settings are enabled, When an Installed Product is created, When an Installed Product is updated


Explanation:
Warranties generate when settings allow it and a physical asset is created or updated.

#18 A service organization offers remote troubleshooting and promises customers an initial response within 60 minutes and full resolution of the issue within five days. What element should an admin configure to support this offering in Service Plans/Service Contracts? Select 1

A. Labor Pricing
B. SLA (Service Level Agreement) Terms
C. Pricing Rules
D. Parts Pricing

✅ Answer: SLA (Service Level Agreement) Terms


Explanation:
SLA Terms define and track time-based service commitments like response and resolution windows.

#19 What should an administrator configure to ensure that only active products appear in the Product lookup when technicians use an SFM transaction to record time and materials? Select 1

A. Lookup configuration (lookup filters)
B. Qualification Criteria
C. Wizard step enablement criteria
D. SFM Mappings

✅ Answer: Lookup configuration (lookup filters)


Explanation:
Lookup configurations allow admins to set data-entry filters on specific fields within an SFM.

#20 Which of the following is NOT a delivery output type generated by a Field Change Order (FCO)? Select all that apply

A. RMAs/Shipments
B. Cases
C. Installed Products
D. Installed Product Notifications
E. Opportunities
. Work Orders

✅ Answer: Installed Products, Opportunities


Explanation:
FCOs target Installed Products but do not generate them. Opportunities are sales-related and not a standard FCO output.