Cloud Applications II Flashcards

1
Q

What are the steps involved in setting up Entitlements and Entitlement Processes?

A

Create Milestones, Create Entitlement Process, Add Milestones to Process, Add Workflow actions to Milestones, Add Entitlement Process to Customer Entitlement

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2
Q

What are the 3 Entitlement models?

A

Entitlement only (determined by Account, Contact, Asset), Entitlement + Service Contracts (Entitlement purchased separately to product), Entitlement + Service Contract Line Items (Entitlement is specified in detail in a line item)

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3
Q

What is an example of an Entitlement Milestone?

A

The customer is entitled to a first reponse within 60 minutes.

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4
Q

What features can CTI provide to support customer agent interaction?

A

CTI provides an integrated softphone that can dial, answer, screenpop records, log calls, tranfer calls, and conference calls.

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5
Q

How does Web-to-Case work?

A

The HTML generated in Salesforce is embedded on a company website. Cases are created automatically from submission if data meets validation rules. If not, an email is sent.

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6
Q

What are the options for dealing with emails in Salesforce related to support requests?

A

Salesforce can accept incoming emails and automatically create cases. Emails can be related to existing cases if they include a reference number (thread id).

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7
Q

How can customers interact with agents in a Community?

A

Create Cases, use Chatter Questions, submit Ideas, comment on Knowledge

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8
Q

What can be used to define the structure and format of articles in Salesforce Knowledge?

A

Record Types and Page layouts

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9
Q

Once Lightning Knowledge has been enabled, what can be created to distinguish types of Knowledge articles?

A

Record Types

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10
Q

What can be created for easier classification of articles in a Salesforce Knowledge base?

A

Data Categories

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11
Q

Which Salesforce feature enables automatic creation of cases from incoming emails and attaching them to existing cases if they include a reference number?

A

Email-to-Case

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12
Q

Which feature integrates on-premise telephony system with Salesforce and enables a softphone which can be used to make and receive calls in Salesforce?

A

CTI

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13
Q

Which community feature allows customers to ask questions in Chatter feed, groups and records?

A

Chatter Questions

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14
Q

Which options are available to generate a web form for Web-to-Case for automatic creation of cases based on information submitted by customers online?

A

HTML Web-to-Case Generator, Visualforce and Sites

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15
Q

Which feature of Omni-Channel can be enabled to allow assigning work items to agents based on their skills?

A

Skills-Based Routing

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16
Q

What indicates whether an agent is available for receiving incoming work requests through Omni-Channel?

A

Presence Status

17
Q

What can be used to route work items, such as cases to agents, based on skills?

A

Omni-Channel and Skills-Based Routing

18
Q

Which user permissions should be granted to a user who needs to set up milestones, milestone actions, entitlement processes, and entitlement templates?

A

Manage Entitlements and Customize Application

19
Q

Which feature can be enabled for a community to allow its users to post, vote for, and comment on suggestions related to products?

A

Ideas

20
Q

Which feature can be utilized by users of a self-service community to ask questions and receive answers to those questions from other members of the community?

A

Chatter Questions

21
Q

How can an administrator configure Knowledge so that users can tell whether an article has been validated?

A

Enable the ‘Validation Status’ field in Knowledge Settings

22
Q

Agents search Knowledge for articles about ‘phones’, while other agents search for articles about ‘telephones’. What can an administrator configure to ensure that all agents find the same articles?

A

Synonym groups

23
Q

Which feature can be used to make suggested articles and Knowledge component searches more relevant when solving cases in Lightning Knowledge?

A

Data Category Mapping

24
Q

Which type of field can be created on the Lead object to allow support agents to relate a specific article to a lead?

A

Lookup Relationship

25
Q

When using Lightning Knowledge, which actions can be performed by agents from the Articles related list on cases?

A

Agents can publish and delete articles, refresh the articles list, and perform different actions, such as Edit, Detach, Edit as Draft, and Insert Article to Email.

26
Q

What can be used while creating a Lightning Knowledge article to quickly insert an existing text into the article?

A

Quick Text button

27
Q

Which types of routing can be set up if some work items need to be routed using queues while others need to be routed based on the abilities of support agents?

A

Skills-based and queue-based routing

28
Q

What can be accessed by a support agent in the chat toolbar to insert predefined text into a chat?

A

Quick Text button