Updated for Winter '26 Release
Last Updated: November 2025 | Exam Version: Winter '26
This exam guide reflects the latest Salesforce Winter '26 release (November 2025). Key updates include AI-Powered Triage, Dynamic Travel Adjustment (powered by Agentforce), and offline LWR support for mobile.
⚡ What Changed from Spring '25 to Winter '26?
Work Orders now use AI to predict required parts and skill requirements from case descriptions
Optimizer re-routes technicians in-transit using real-time Agentforce traffic data
The mobile app now supports custom Lightning Web Components (LWR) in offline mode
Salesforce Certified Field Service Consultant
Your complete guide to managing, scheduling, and optimizing on-site service operations
📊 Exam At a Glance
📝 Note: As of July 21, 2025, all Salesforce exams are delivered through Pearson VUE (Trailhead Academy). The exam can be taken at a testing center or online with remote proctoring.
Exam Objectives & Weightage
1. Work Order & Resource Management
45%Configure Work Types, Service Territories, and Operating Hours. Manage technician skills, rules, and resource preferences to prepare for scheduling.
The new AI-Powered Triage feature automatically adds Skill Requirements to Work Types based on Case data, which is now a testable concept.
View Key Topics ▼
- Configure Work Types, Work Order Processes, and Service Territories
- Manage Service Resources, Skills, and Operating Hours
- Understand the Work Order and Service Appointment lifecycle
- Set up and manage Resource Preferences (Required, Excluded)
2. Scheduling & Optimization
28%Master the scheduling engine. Configure Scheduling Policies, optimization rules, and understand how to manage the Gantt chart and dispatch console.
Scheduling policies now include Dynamic Travel Adjustment, which leverages Agentforce traffic data. Understand how this impacts optimization profiles.
3. Assets, Inventory, & Mobile
27%Manage product inventory, track customer assets, and configure the Field Service mobile app. This includes offline setup, flows, and inventory management from vans.
The Field Service mobile app now supports Offline LWR Components, allowing for richer custom UI even without connectivity. Be aware of the data priming requirements.
📝 Sample Exam Questions
💡 Test Your Knowledge
These sample questions reflect the style and difficulty level of the actual Consultant exam. Practice with these to assess your readiness.
Question 1: Work Order & Resource Management
A company needs to ensure that all 'Server Installation' jobs always require a technician with the 'Network Certified' skill. What is the MOST efficient way to configure this?
A) Add the 'Network Certified' skill to every Service Resource.
B) Create a Validation Rule on the Work Order object.
C) Add a 'Skill Requirement' related list item to the 'Server Installation' Work Type.
D) Manually add the skill requirement to each 'Server Installation' Work Order.
✓ Correct Answer: C) Add a 'Skill Requirement' related list item to the 'Server Installation' Work Type.
Explanation: Work Types act as templates for Work Orders. By adding the Skill Requirement to the Work Type, every Work Order created from that template will automatically inherit the requirement, ensuring standardization.
Question 2: Scheduling & Optimization
A company wants to prioritize high-priority "Emergency" jobs above all else, even if it means a less efficient route and more travel time. Which component of the Scheduling Policy should the consultant configure?
A) Work Rules
B) Service Objectives
C) Optimization Goals
D) Relevance Groups
✓ Correct Answer: B) Service Objectives
Explanation: Service Objectives are used to "grade" potential appointment slots. You would create a custom objective (e.g., 'ASAP') for high-priority jobs and weight it significantly higher than the standard 'Minimize Travel' objective.
Question 3: Inventory & Mobile
A technician is on-site and needs a 'Compressor' part, which they do not have in their van stock. How can they see if other technicians nearby have this part in their van stock using the mobile app?
A) Use the 'Nearby Inventory' quick action.
B) Call the dispatcher to run a report.
C) Check the Asset record for the part.
D) Create a new Work Order for the part.
✓ Correct Answer: A) Use the 'Nearby Inventory' quick action.
Explanation: The Field Service mobile app has a standard 'Nearby Inventory' action that allows technicians to query for Products (like the 'Compressor') located in other technicians' service vehicles (which are 'Location' records).
Question 4: Scheduling (Winter '26 Feature)
A dispatcher using the Winter '26 release notices that a technician's route was automatically changed *after* they had already left for their first appointment. What new feature caused this?
A) AI-Powered Triage
B) Offline LWR Components
C) Dynamic Travel Adjustment
D) Predictive Asset Failure
✓ Correct Answer: C) Dynamic Travel Adjustment
Explanation: The new Dynamic Travel Adjustment feature uses real-time Agentforce traffic data to re-optimize routes, even for technicians already in transit, to account for unexpected delays or incidents.
💡 Exam Tip: The exam *requires* you to have your Service Cloud Consultant cert. This means questions can (and will) cover Cases, Entitlements, and Milestones as they relate to Work Orders.
📚 Study Resources & Preparation
🎯 Recommended Study Plan (4-6 Weeks)
Confirm Admin & Service Cloud certs. Study Work Types, Service Resources, and scheduling policies.
Hands-on. Build a dispatch console. Configure optimization jobs. Set up the mobile app.
Take practice exams. Review inventory, assets, and advanced scheduling (multi-day, complex work rules).
💡 Exam Day Tips
Many questions about standardizing jobs (skills, duration, parts) are solved by configuring the Work Type, not the Work Order.
Understand the difference between Work Rules (Must-haves) and Service Objectives (Nice-to-haves) in a Scheduling Policy.
Remember that technicians are offline first. Answers must work without an internet connection. This includes Flows, inventory, and now LWRs.