Keep Customers Happy with Service Cloud Flashcards
On-Demand Email-to-Case:
A. Accepts all attachments, regardless of size.
B. Converts emails to cases, leads, and opportunities.
C. Sends email traffic outside of your network’s firewall.
D. None of the above
C. Sends email traffic outside of your network’s firewall.
Web-to-Case:
A. Generates HTML to send to your web developer.
B. Lets customers submit cases to your team from a website form.
C. Supports case fields you choose.
D. Can generate up to 5000 cases a day.
E. All of the above
E. All of the above
Communities:
A. Improves response times with live chat.
B. Helps agents log call details.
C. Supports in-app assistance on mobile devices.
D. Is a self-service web forum for your customers.
E. All of the above
D. Is a self-service web forum for your customers.
To see a console, you need: A. Unlimited, Enterprise, or Developer Edition. B. Accounts, contacts, and cases. C. The Service Cloud User license. D. All of the above.
C. The Service Cloud User license.
The benefit of console tabs are:
A. You can see related records on one screen.
B. You can switch back and forth between items without losing context.
C. You can work on many items simultaneously.
D. You can quickly access items.
E. All of the above.
E. All of the above.
Create custom console components to:
A. Build a console app from scratch.
B. Replace page layouts and related lists.
C. Integrate console functions with the API.
D. Display contextual data next to records.
E. All of the above.
D. Display contextual data next to records.
Before you implement a console, you:
A. Turn on the time-based workflow
B. Update Agent console layouts
C. Ask your agents what they want a console to do
D. Set up a console to do what you want it to do
C. Ask your agents what they want a console to do
What is the most helpful question to ask your agents when planning a console?
A. How much product pricing detail do you want to see when responding to cases?
B. Do you want to see the weather at the contact’s location?
C. Do you want to receive text messages when a list or record that you’re working on has changed?
D. Which fields do you use most often in responding to support cases?
D. Which fields do you use most often in responding to support cases?
Sketching out agent workflows helps you:
A. Create useful consoles that boost agent productivity
B. Send time-based information to the right agents
C. Add highlights panels, navigation tabs, and process automation
D. Convince your support team how you to set up a console
A. Create useful consoles that boost agent productivity
Customizing the highlights panel is effective because:
A. Agents can see their daily workflow.
B. Priority, Status, and Case Origin fields are used most.
C. Agents spend less time searching and scrolling for the fields they use most.
D. Page layouts are easy to modify and save.
C. Agents spend less time searching and scrolling for the fields they use most.
Pinned lists are:
A. Incoming emails
B. Filtered lists of records available through the navigation tab
C. Customizable views of similar records
D. List views placed on a fixed location on the agent’s screen
D. List views placed on a fixed location on the agent’s screen
When setting up pinned lists:
A. Choose specific records
B. Add a placement of 25% pixels
C. Ask agents where they want lists displayed
D. Build lists with Visualforce or the Console API
C. Ask agents where they want lists displayed
Pinned lists boost agent productivity:
A. By providing full details of the case
B. When placed onscreen where agents want them
C. For agents who request them in the navigation tab
D. In both Salesforce Classic and Lightning Experience
B. When placed onscreen where agents want them
Push notifications…
A. Help agents see the cases within a support team’s queue
B. Can be pinned to different areas of the console
C. Are always on for all agents.
D. Help agents know when someone has changed the case they’re working on
D. Help agents know when someone has changed the case they’re working on
Which statement about list and detail view notifications and refreshes is true?
A. You can set notifications for both lists and detail pages to refresh automatically.
B. Push notifications on lists show the details of the change made on the list, not the case summary.
C. You can set only list views, not detail pages, to automatically refresh when a change is made.
D. Detail pages show notifications for related records.
A. You can set notifications for both lists and detail pages to refresh automatically.
Which statement is true about setting up push notifications?
A. You can set push notifications on all standard objects.
B. You can’t set push notifications on custom objects.
C. For a given list or detail page, you must choose between setting up either push notifications or refreshing.
D. You must turn on Require HttpOnly for push notifications to work.
C. For a given list or detail page, you must choose between setting up either push notifications or refreshing.
Which step isn’t necessary when configuring push notifications on cases?
A. Asking agents how they would best like to be notified about changes to a case they’re working on
B. Selecting how lists and detail pages refresh
C. Choosing which agents receive the notifications
D. Choosing the objects and fields that trigger the notification
C. Choosing which agents receive the notifications
To turn on keyboard shortcuts: A. Click Show Keyboard Shortcuts. B. Create a console API method. C. Do nothing. Default shortcuts are already on. D. Edit shortcuts first.
C. Do nothing. Default shortcuts are already on.
Creating custom keyboard shortcuts requires using: A. Visualforce pages B. Console API methods C. Custom console components D. All of the above
D. All of the above
To use keyboard shortcuts, you must: A. Turn them on in setup B. Log in to a console C. Create custom shortcuts D. Press Shift+K
B. Log in to a console
It’s a good idea to customize standard keyboard shortcuts:
A. When the standard shortcut is hard to type
B. To improve the security of your console
C. When you feel your work goes unnoticed
D. During peak hours for your support agents
A. When the standard shortcut is hard to type
Support agents can respond to customers in Case Feed in the following ways:
A. Email and phone
B. Carrier pigeon and smoke signals
C. Email, phone, social media, and communities
D. SMS text messages, email, phone, and social media
C. Email, phone, social media, and communities
Case Feed makes it easy for support agents to:
A. Find and keep track of documents related to a case
B. Ask more experienced agents questions about a case
C. See what’s happened in a case in chronological order
D. All of the above
D. All of the above
Fill in the blank: \_\_\_\_\_\_\_\_ represent required steps in your customer support process. A. Entitlements B. Milestones C. Entitlement processes D. Cases
B. Milestones
Which statement is true?
A. Entitlement processes are created on the Entitlement Processes tab in Salesforce.
B. A milestone can occur only once on a case.
C. An entitlement process can contain several milestones.
D. When you don’t add a description to a milestone, Cloudy the Goat sends you a baaaaad email.
C. An entitlement process can contain several milestones.
Which action can you automate on milestones?
A. When a “Response Time” milestone is 1 hour from being violated, email the case owner.
B. When a “First Response” milestone is violated, create a task for the case owner to call the case contact.
C. When a “Resolution Time” milestone is near violation, update the case priority to High.
D. All of the above
D. All of the above
You can create milestones in your org: A. In the Entitlements tab B. On case detail pages C. In Setup D. On entitlement detail pages E. All of the above
C. In Setup
Which statement is true?
A. You can create customer cases only from an entitlement if the entitlement is linked to an entitlement process.
B. If a case resolution time milestone is counting down on a case, closing the case doesn’t automatically mark that milestone complete.
C. You can add a milestone only to a single entitlement process.
D. You can apply an entitlement process only to a single entitlement.
B. If a case resolution time milestone is counting down on a case, closing the case doesn’t automatically mark that milestone complete.
What is the difference between Call Center and Open CTI?
A. Call Center has a setup node and Open CTI has user licenses.
B. Call Center is a Salesforce feature and Open CTI is a JavaScript API.
C. Call Center is an AppExchange package and Open CTI is an on-screen phone.
D. Call Center is a Salesforce call integrator and Open CTI is an API object.
B. Call Center is a Salesforce feature and Open CTI is a JavaScript API.
How do you get started with Call Center?
A. Call Salesforce, mail a check to a developer, and log in to your org.
B. Install a CTI package and add users to Call Center.
C. Download a SoftPhone from the AppExchange and start making calls.
D. Have a developer code a Call Center with Visualforce and JavaScript methods.
B. Install a CTI package and add users to Call Center.
Why is Open CTI awesome?
A. You can make calls on any browser and platform of your choice.
B. You can make phone calls through Salesforce.
C. You can see customer data on-screen from phone numbers.
D. It just is.
A. You can make calls on any browser and platform of your choice.
What is a macro?
A. A formula for calculating field values
B. A type of crochet popular in the ’70s
C. A scripting language used in Salesforce
D. A set of instructions that complete a task in the Salesforce console
D. A set of instructions that complete a task in the Salesforce console