servicemax administration Practice Questions & Answers (Set 3) | CodeWme
#1 Which components are NOT included as part of the ServiceMax managed package? (Choose 2) Select all that apply
✅ Answer: Salesforce Queues, Salesforce Standard Objects
Standard Salesforce platform features like Queues and Standard Objects exist independently on the native platform, outside the scope of third-party managed packages.
#2 Which statement correctly describes the ServiceMax upgrade model? Select 1
✅ Answer: ServiceMax supports upgrades only, and environments cannot be rolled back after installing a newer package version
Due to the architecture of managed packages on the Salesforce platform, downgrades or rollbacks are not possible without fully uninstalling the package and losing data.
#3 Which SFM transactions types are only supported on mobile? (Choose 2) Select all that apply
✅ Answer: Convert existing Child records to new Child records and add new Child records, View an existing record with/without its Child records
Viewing static records and specific inventory conversions are exclusive transaction types designed for the offline mobile UI.
#4 An organization receives a notice that only devices produced during a specific manufacturing batch are impacted by a defect. The affected units were distributed across multiple customer locations. Which FCO Search type should be used to identify the impacted records? Select 1
✅ Answer: Batch/Lot & Serialized Stock
This specific search targets exact manufacturing run identifiers (like Batch or Lot numbers), allowing admins to locate units regardless of their current owner or location.
#5 When coverage is added to an existing Service Contract, what does SET003 (PM Plan Behavior when Contract Coverage is Added) control? Select 1
✅ Answer: Whether new coverage creates a new PM Plan or is added to an existing PM Plan
SET003 dictates whether newly entitled equipment gets its own distinct maintenance schedule (a new PM plan) or is simply consolidated into an active plan.
#6 What are the two modes of execution for SFM transactions? Select 1
✅ Answer: Background and Interactive
Interactive mode requires user UI engagement (clicking and saving), while background mode runs the SFM logic behind the scenes via automation or Apex.
#7 When defining Applicable Products on a PM Plan Template, how can products be associated? Select 1
✅ Answer: By Product, Product Line, or Product Family
PM Plan Templates leverage Salesforce product hierarchies (Family, Line, or specific Product) to cover broad categories of equipment dynamically.
#8 Which types of coverage can be defined within a Warranty Term? (Choose 3) Select all that apply
✅ Answer: Expenses, Labor, Materials
Warranty Terms use Labor, Materials (Parts), and Expenses to determine the financial discount or coverage limits applied during repairs.
#9 When creating an SFM mapping, which mapping types are available? (Choose 3) Select all that apply
✅ Answer: Field, Literal/Formula, Value
Mappings determine data origin: 'Field' pulls from a source record, 'Value' hardcodes a response, and 'Literal/Formula' uses system variables. Lookup is a field type, not a mapping method.
#10 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
✅ Answer: False
While pricing logic is crucial for billing, the contract creation process strictly requires Service Offerings to define the scope; pricing rules are technically optional at creation.
#11 Under which conditions can a Product Warranty be automatically generated in ServiceMax Core? (Choose 3) Select all that apply
✅ Answer: When an Installed Product is created, When an Installed Product is updated, When automatic warranty generation settings are enabled
Automatic generation requires admin settings to be toggled on. From there, the creation of a new physical asset (Installed Product) or a specific update triggers the engine.
#12 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
✅ Answer: SLA (Service Level Agreement) Terms
SLA Terms govern time-based compliance clocks, ensuring target windows for response and resolution are tracked directly against the customer's entitlement.
#13 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
✅ Answer: Lookup configuration (lookup filters)
Lookup configurations set specific criteria within individual SFM fields to filter user search results, preventing the selection of inactive or incompatible data.
#14 Which of the following is NOT a delivery output type generated by a Field Change Order (FCO)? Select 1
✅ Answer: Opportunities
FCOs generate service action records like Work Orders, Cases, or RMAs. Opportunities are Sales Cloud objects and are not a standard delivery output of the FCO engine.
#15 FCO Mappings can pull data from which types of records? (Choose 2) Select all that apply
✅ Answer: FCO Header, Installed Product
The FCO Header provides campaign-level context (like the recall description), while the Installed Product provides the specific machine and location data needed for the resulting Work Order.
#16 Installed Products are used across ServiceMax Core in which of the following ways? (Choose 3) Select all that apply
✅ Answer: Associated with Service Contracts to manage coverage and entitlements, Referenced on Work Orders to track service activities and history, Related to Accounts/Locations to identify where products are installed and serviced
Installed Products represent physical assets. They track repair histories via Work Orders, define physical locations for technicians, and map to specific contracts for automated coverage entitlement.
#17 Iniscope wants to automate preventive maintenance so Work Orders are generated and scheduled without manual effort. Which components must be configured to fully support this? Select 1
✅ Answer: PM Plan Template, PM Plan, and PM Process
The Template builds the rules, the Plan holds the specific assets, and the Process is the background engine that executes the actual Work Order generation.
#18 What is the best practice when creating ServiceMax Configuration Profiles? Select 1
✅ Answer: Clone the Default Profile and modify settings to fit business requirements
Cloning the Default Profile ensures you maintain a clean, untouched baseline to revert to, while safely customizing settings for your specific business needs.
#19 When creating a new Work Order from an Account using an SFM transaction, the Contact lookup should display only Contacts associated with the selected Account. Which SFM feature should be configured to achieve this? Select 1
✅ Answer: Lookup Context
Lookup Context uses the data in one field (the Account) to dynamically filter the search results of a dependent lookup field (the Contact) within the same SFM transaction.
#20 Which settings must be enabled to automate PM Plan updates when coverage is added to or removed from an existing Service Contract? (Choose 2) Select all that apply
✅ Answer: SET001 – Create PM Plan when Contract Coverage is Added, SET002 – Update PM Plan when Contract Coverage is Removed
SET001 and SET002 act as the primary global switches that instruct the PM engine to listen for and react to changes made to Service Contract coverage lines.
🎉 You have reached the end of this series!
Back to Practice Dashboard