Service Cloud Flashcards
Universal Containers wants to reduce the volume of calls into their Product Support Contact Center. Which three features should a Consultant recommend? Choose 3 answers.
A. Chatter Questions
B. Public Knowledge
C. Macros
D. Field Service
E. Communities
A,B,E
Universal Containers wants to notify Support Managers when a new case has been untouched for more than two business days.
Which approach should a consultant implement?
A. Establish Case Assignment Rules.
B. Create a Process Builder with Scheduled Actions.
C. Configure Case Escalation Rules.
D. Define Case Auto-Response Rules.
C
Universal containers contact center is experiencing increased call volumes due to a growing product
portfolio.What is the recommended strategy to allow the contact center to handle the increased customer
inquiries more efficiently? (choose 1 answer)
A. Hire contact center representatives that specialize in each of the product categories.
B. Redirect users from the company site to social media forums about the products.
C. Make contact center representatives accessible 24/7 to distribute the call volume.
D. Make knowledge base articles and community answers accessible on its website.
D
An Inside Sales Contact Center Manager would like to access the ROI of the Contact Center.
Which three metrics should the Manager use to access the ROI?
Choose 3 answers
A. Number of sales queues
B. Average queue time per agent
C. Number of leads created
D. Opportunities per channel
E. Cost per call
C,D,E (najrawdopodobniej)
https://www.freecram.net/question/Salesforce.Service-Cloud-Consultant.v2023-05-10.q155/an-inside-sales-contact-center-manager-would-like-to-access-the-roi-of-the-contact-center-which-three
Universal Containers wants to display a history of all of today’s changes to a case in the order that occurred on a single page view. This requirement includes comments, emails, and edit to case fields.
What tool should a consultant recommend to implement this requirement?
A. Process Builder
B. Visualforce custom page
C. Salesforce Console for Service
D. Auto launch flow
C (nie jestem pewien dlaczego)
https://www.freecram.net/question/Salesforce.Service-Cloud-Consultant.v2023-05-10.q155/universal-containers-wants-to-display-a-history-of-all-of-today-s-changes-to-a-case-in-the-order-that
(???) Sales engineer needs visibility to list field edits, emails, case comments, and related objects on ONE page. How can this be achieved?
A. Customer view of case tab
B. Custom report
C. Custom related list
D. Custom Visual force page
C
Universal Containers has an active presence on Twitter and Facebook. Customers’ requests from these social media channels should be responded to by support agents.
What should a consultant recommend to meet this requirement?
A. Social Persona for Twitter and Facebook.
B. Einstein Bot social queues.
C. Social Media Marketing message tagging.
D. Social Customer Service for Twitter and Facebook.
D
At Universal Containers, support agents need to verify that customers are eligible to receive support when they create the case.
Where can a support agent verify that a customer is allowed to receive support?
A. Entitlements
B. Milestones
C. Actions
A
After migrating from Knowledge to Lightning Knowledge, Authors are unable to create FAQ article type, but can successfully create Install Notes articles type. Support Managers have confirmed that articles of types FAQ exist in Production.
How should a consultant correct this problem
A. Grant Authors access to the FAQ article type.
B. Add Authors to the FaQ Data Category.
C. Grant Authors access to the FaQ record type
D. Set article Org Wide Default to Public ReadWrite.
C
Przy migracji trzeba zrobić Record Type’y jeżeli są różne Artycle Types więc w systemie są jakieś RT. Dlatego to jest najbardziej poprawna odp.
Universal containers wants to unify channels and manage agent workload with omni-channel routing.what required step should a consultant address before configuring omni channel ?what required step should a consultant address before configuring omni channel ?
A. Create SF cases to have omni channel enabled
B. From setup select omnichannel and select enable omni channel
C. create the necessary objects in SF
D. customize service channel settings to define how the org receives work various sources
B
As part of a service improvement project, Cloud Kicks (CK) has implemented Knowledge management for its support agents. Several months after the implementation, CK management notices an inconsistency in reported customer satisfaction. Key performance indicators (KPIs) show a decrease; however, many customers have provided testimonials about great support experiences.
Which KPI could help explain the disparity?
A. Measure cases with and without articles attached with high net promoter scores (NPS).
B. Measure cases with and without articles attached with high CSAT scores.
C. Measure cases with and without articles attached based on case status.
A
Julia Zgagacz: NPS to chyba lepszy sposób mierzenia satysfakcji.
Cloud Kicks has implemented a review process for all new knowledge articles. Each article must be reviewed and approved by a subject matter expert before becoming available to users.
Which step is necessary to make articles visible in all the selected channels?
A. Set the final approval action to “Lock the record for editing”.
B. Agents must click Publish after the Approval Process.
C. Approve articles from the Knowledge approval page to Publish.
D. The Approval Process will automatically Publish.
C
Universal Containers (UC) is in the process of setting up Experience Cloud. UC needs to give customers access to their agreed upon response times via the portal.
Which solution should a consultant recommend?
A. Maintenance Plans
B. Milestones
C. Service Contracts
B
A contact center manager wants to measure improvements to operations after the implementation of a new workforce management system.
Which two metrics can be used to assess the success of the new workforce management system? Choose 2 answers
A. Quality monitoring score
B. Number of calls offered
C. Schedule adherence
D. Agent utilization
C,D
Cloud Kicks’ service agents frequently receive requests for order updates. All order information is managed by a separate cloud-based enterprise resource planning (ERP) system. Agents currently jump between applications to search for these details and have asked if this process can be improved.
Which approach should the consultant recommend to streamline the process?
A. Use Salesforce Connect and External Objects to represent this information in Salesforce.
B. Create a dynamic action that launches the ERP system with a deep link to the order locator.
C. Create a batch integration process that runs hourly to pull all order updates into Salesforce.
A
(???) Universal Container’s agent’s need to be more productive when cases. Agent want to send email to customers prior to violating an SLA based on three different SLA levels using macros.
What two solutions can a consultant suggest to meet the agent’s requirements?
Choose 2 answers
A. Add a formula block to the macro
B. Add multiple ELSE IF blocks after the IF block
C. Add conditional logic to the instructions
D. Create a formula to build the macro logic around
A,B
https://help.salesforce.com/s/articleView?id=sf.macros_create_lightning.
W dokumentacji nie ma nic nt. “blocks” ale te komponenty logiczne trochę wyglądają jak bloki. Odp. C nie pasuje. bo do instrukcji nie da się dodać logiki (tylko odwrotnie). Odp. D też nie pasuje ponieważ słowo “formula” rozumiem jako formuła np. w Validation Rulach, która musi się sumować do TRUE lub FALSE.
Cloud Kicks (CK) wants to increase the number of articles in its knowledge base while maintaining article quality. CK plans to allow all service agents to create articles. The company would like a recommendation on how to maintain its article quality.
What is the recommended method to meet the requirements?
A. Approval Process
B. Apex Trigger
C. Smart Links
D. Article Translation
A
Cloud Kicks wants to standardize its service KPIs for response time and first case closure rates.
Individual service agents, team leaders, regional directors, and the VP of service should see the same KPIs calculated using only the data the user can access.
What is the recommended running user to meet the requirements?
A. Let the dashboard viewers choose
B. The dashboard viewer
C. The user creating the dashboard
D. The VP of service
B
Cloud Kicks is migrating from an external knowledge base to Salesforce Knowledge. Currently, users can select from 8 top-level topics. Each topic has 250 subtopics, arranged into a hierarc that is 10 levels deep.
What should a consultant recommend?
A. Organize up to 200 categories in each category group.
B. Consolidate into 3 or fewer category groups.
C. Reorganize Into a hierarchy with 6 or fewer levels.
D. Assign up to 10 data categories per category group to each article.
B
Which search mechanism should be used to find case comments from within the Lightning Service Console?
A. Global Search
B. Comments List View
C. Comment Search Component
D. Search Utility Component
A
Sprawdziłem na pwccom-39f, że można znaleźć w Global Search. Ew. trzeba wybrać Case Comments.
Cloud Kicks (CK) plans to deploy Service Cloud. Customers have diferent levels of support available. CK is unsure whether Entitlements only or Entitlements plus Service Contracts is the correct solution.
Which question should be asked to determine the preferred solution?
A. Do multiple versions of the entitlements need to be created and maintained?
B. Do Service Agents need to determine whether a customer is eligible for support?
C. It support provoded on a periodic basis and renewed annually?
D. Will customers access selft service resources through Experince Cloud?
C
https://help.salesforce.com/s/articleView?id=sf.entitlements_service_contracts_parent.htm&type=5
Universal Containers has four internal divisions that use Salesforce Knowledge. Compliance requirements mandate that each division should only have access to its own articles when performing a search.
Which solution should a consultant recommend to meet this requirement?
A. Create separate data category groups for each division and assign the category to a division profile.
B. Create a sharing rule for each division to provide access using the role hierarchy.
C. Create a sharing rule for each division to provide access based on criteria of the article.
D. Create a single data category group for each division and provide access using the role hierarchy.
D
(jak w drugim PDFie. Bo to jest chyba single data category GROUP for all divisions)
Alez drugiej strony mogą być tylko 3 aktywne group divisions. Dlatego ba
???(skonfigurować skill-based routing i sprawdzić czy nie D) Universal Containers has tested skills-based routing in a sandbox and is ready to deploy to Production.
Which two deployment solutions should a consultant use to ensure skills-based routing is operational in Production Choose 2 answers
A. Data Loader
B. Data Import Wizard
C. Change Sets
D. Mass Transfer Records
A,C (bo Import Wizardem się nie wyeksportuje)
Service agents at Cloud Kicks frequently encounter duplicate coses that customers in different channels created. Management would like to provide a method for service agents to combine duplicates and delete one of the cases.
Which action should a Service Cloud consultant recommend?
A. Configuration a blocking duplicate rule
B. Set a validation rule
C. Create an auto-launched flow.
D. Enable Case Merge.
D
Universal Containers wants to reduce the clicks a Customer Support Agent uses when working on a case. This includes the time it takes to create, resolve, and close the case. Which three Salesforce productivity features should be used to accomplish this requirement? Choose 3 answers
A. Publisher Actions
B. Chatter
C. Omni-Channel
D. Macros
E. Quick Text
A,D,E
Universal containers would like for articles to be suggested to agents based on information they are typing into the case. What solution should a consultant recommend?
A. Enable the knowledge sidebar setting in the case support settings.
B. Create a salesforce console for service and enable the knowledge sidebar on the case page layout.
C. Create a visualforce page called knowledge sidebar on the case page layout.
D. Enable the knowledge sidebar related list on the case page layout.
B
https://help.salesforce.com/s/articleView?language=en_US&id=sf.console2_setup_knowledge.htm&type=5
Universal containers has regional contact centers around the world. Support Managers have asked to see support metrics for their region by default.
Which two strategies should a consultant recommend?
A. Dashboad folder sharing
B. Case Object permissions set to create and read
C. Org wide default for cases set to private
D. Dynamic dashboards
C,D
Odp. C ponieważ mamy jeden dynamiczny dashboard dla wszystkich. Różnica jest taka do jakich danych mamy dostęp. Ustawiamy sharing settings na Private na Cases i potem poprzez sharing rules dajemy poszczególny użytkownikom dostępy.
Folder sharing nic nam nie daje bo mamy jeden dashboard dla wszystkich - kwestia jest tylko do jakich danych mamy dostęp.
Milestones can be added to which three object types?
Choose 3 Answers
A. Account
B. Service
C. Case
D. Work order
E. Entitlement
C,D,E
Universal Containers wants to help customers resolve issues by browsing Knowledge articles and submit a case if they need more information.
What should the consultant recommend to meet the requirements?
A. Allow Comments on Knowledge articles.
B. Create a self-service Help Center.
C. Implement Case Assignment Rules.
D. Enable Chat in an Experience Cloud site.
B
Universal Container wants to let its customers intercat real time with support agents from their computers and mobile devices.
What feature should a consultant recommend to meet this requirement?
A. Customer Community
B. Emebedded Chat Service
C. Case Assignment Rules
D. Web-to-Case
B
UC has created permission sets granting access to object and fields in one of its sandboxes. How should a consultant deploy this permission set to prod?
A. Manuallyre create the Permission sets
B. Create an Unmanaged package
C. Change set
D. Publish a Managed package
C
Ursa Major Solar sells industrial equipment and privide support through voice channels as well mobie technicians.
When incident occur, high-priority customer have a dedicented phone number to call. Technicians must then be rerouted from the next scheduled word location to the high-prioity customer site.
What is the recommended solution?
A. Incident Management
B. Field Service
C. Workforce Engagement
D. Visual Remote Assistant
B
A recent analysis of cases at Cloud Kicks (CK) revealed a high percentage of simple cases such as password resets and order inquiries. In order to reduce the number of cases created, CK wants to provide customer self-service in the following channels: web, SMS, Facebook Messenger, and WhatsApp.
What is the recommended case deflection solution?
A. Social Customer Service
B. Einstein Bot
C. Chat for Web and In-App
D. Digital Engagement Messaging
B
https://admin.salesforce.com/blog/2022/ai-for-admins-what-you-need-to-know-to-make-einstein-bots-a-success
A Contact Center Manager is implementing a new customer care program and wants to specifically measure customer loyalty.
Which three measures satisfy this requirement? Choose 3 answers
A. Customer Purchase History
B. Net promoter Score
C. Customer Support Requests
D. Customer satisfaction Survey
E. Service Level Agreement
A,B,D
VP of service at universal containers wants to make it easier and faster for support reps to send knowldge articles to customers.What should a consultant configure to satisy this request ?
A. Create a macro to send an email with the article to customer
B. create a lightning email template to sned artilce to customer
C. create a workflow email alert to send the artilce to the customer
D. create an auto response rule to send the article to teh customer
A (raczej, jeżeli nie to B)
(??? - ustawić bo coś tu nie działa) What approach should a Consultant use to ensure that Knowledge searches only display articles for a service agent’s product specialization?
A. Create a permission set for each record type; assign permissions to service agents.
B. Create a page layout for each record type; assign layouts to service agents.
C. Create an article action for each record type; assign record types to service agents.
D. Create a data category for each product; assign data categories to service agents.
D
Może też być odpowiedź A
JZ - D jest łatwiejsze do ustawienia oraz sprawdza czy znamy data category.
Universal Containers wants to automate case management for the web support team.
When new cases come in from the website they should be routed to the support team to work in the order that they are submitted.
Which approach should a Consultant implement?
A. Case queues
B. Contact Request flow
C. Direct Messaging
D. Lightning Component
A
Universal Containers wants to ensure the contracted service level requirements for its clients are being met. What should be configured to meet this requirement?
A. Entitlement processes, contracts, milestones, and milestone actions
B. Entitlement processes, contracts, contract line Items, and entitlements
C. Entitlement processes, contract line items, milestones, and entitlements
D. Entitlement processes, milestones, milestone actions, and entitlements
D
What are three considerations when adding a report chart to a Console Component?
Choose 3 answers
A. The report is shared with a Chatter Group.
B. The report contains a chart.
C. The report is a Summary or Matrix report.
D. The report chart is added to the Page Layout.
E. The report has a standard Report Type.
B,C,D
The Vice President (VP) of Customer Support for Universal Containers has issued a mission statement that “We will empower our customers to interact with us in the way of their choosing.” Universal Containers has recently deployed a new toll-free interactive voice response (IVR) system and knowledgebase. The VP has asked the management team to make additional system enhancements to fulfill this mission statement. Which three should the consultant recommend to achieve the mission statement? Choose 3 answers
A. Enforce that customers must search the knowledgebase before they can see the Contact Us page.
B. Create a central “Contact Us” page which provides access to all available channels.
C. Optimize the customer community for mobile devices to have access to the same support as desktops.
D. Replace the existing “Chat Now” button on the Customer Community with a toll- free phone number.
E. Enable customers to be emailed FAQs by accessing the interactive voice response 24 hours per day.
B,C,E
Cloud Kicks wants to standardize its service KPIs for response time and first case closure rates.
Individual service agents, team leaders, regional directors, and the VP of service should see the same KPIs calculated using only the data the user can access.
What is the recommended running user to meet the requirements?
A. The VP of service
B. The user creating the dashboard
C. Let the dashboard viewers choose
D. The dashboard viewer
D
As part of a new Salesforce Knowledge implementation, Universal Containers would like to migrate articles from their current database.
Which factor should a Consultant consider as part of the migration strategy?
A. Convert any articles containing HTML into plain text before importing because HTML is NOT supported in any article field types.
B. Verify that each article type has field level security on all fields set to read-only prior to import, in order to prevent any loss of data.
C. Ensure that each existing article type has a corresponding Salesforce Knowledge article type that matches its structure and content.
D. Prepare a single .csv file that can be used to migrate all articles types at once and include with a properties file in a .zip for import.
D
Zakładamy, że w pytaniach nie chodzi o implementacje do classica.
JZ - były pytania o limitacje migracji. https://help.salesforce.com/s/articleView?id=sf.knowledge_article_importer_04zip.htm&type=5
Były też pytania o pliki kiedy mamy translacje.
The Universal Containers sales team has been so successful in signing new customers that the support team is unable to provide same-day customer assistance.
What should a consultant recommend to address this problem?
A. Ask sales reps to respond to support Cases
B. Provide a self-help Customer Community.
C. Add more support phone lines.
D. Limit Customers to 5 Cases per day.
B
Cloud Kicks use a Console App to support users. Service agents open an Account workspace tab and multiple subtabs for the Case, Contact and service Contract. Service agents would like to share links to recently opened subtabs with other users to swarm on cases.
What should a consultant recommend to meet the requirements?
A. Screen flow launched from a global action.
B. Recent Items set to Account object.
C. Actions & Recommendations component.
D. Hitory Utility in the Utility bar.
D
W History Utility można skopiować link i podesłać go komuś innemu. Po ot
Cloud Kicks wants to view cases resolved on the nrst cal. Pecs nave been trainee to use Save & Close when creating a Case. An existing Closed Case repot must be modified to show ftrst call resolution.
What is the recommendeo report change to meet the requirements7
A. Filter on Status equals Ctosea Resolved
B. Filter where Dete/Time Opened equals Created Date
C. Filter where Closed Date equals Created Date
D. Filter or Cosed When Created equals true
Raczej D
https://help.salesforce.com/s/articleView?id=000387621&type=1
Cloud Kicks uses Service Cloud and Slack. For difficult casesm service agents wants to create a swarm in Slack to pull in in experts from multiple How should the consultant recommend an agent launch a swarm?
A. Scheduled flow
B. Quick Action
C. Dynamic Form
D. Apex Trigger
B
Universal Containers wants to implement Knowledge to assist agents with the resolution of cases. Which three recommendations should a consultant make to meet this requirement? Choose 3 answers
A. Enable article customization for open cases.
B. Create an email template to send articles as PDF attachments.
C. Enable article submission during case close.
D. Enable agents to create their own personal articles.
E. Enable suggested articles on new cases.
B,C,E
Universal Containers requires a scheduling solution that will allow Managers to coordinate service engineers across multiple Territories.
What solution should a consultant recommend?
A. Salesforce Mobile App
B. Field Service Lightning
C. Lightning Console
D. Employee Community
B
Universal Containers wants to unify channels and manage agent workload with Omni-Channel routing. What required step Should a consultant address before configuring Omni Channel?
A. Customize service channel settings to define how the organization receives work from various
B. Create the necessary objects in Salesforce.
C. Create a Salesforce Case to have Omni-Channel enabled.
D. From Setup, select Omni-Channel Settings and Select Enable Omni-Channel.
D
A recent analysis of agent performance on chat-related cases revealed a large gap between top performing agents and poor performers. Top agents identified coaching from managers as a key success factor. The company would like to ensure managers provide coaching on chat-related cases.
What is the recommended method for managers to coach agents?
A. Use Einstein Chat Insight to identify areas to improve.
B. Use skills-based routing in Salesforce Messaging.
C. Use an Einstein Bots Chat to handle common issues.
D. Use Omni-Channel Supervisor to monitor agents’ chat sessions.
A, ew. D
A - Tojest Einstein Conversation Insights https://www.salesforce.com/products/sales-conversation-intelligence/
Cloud Kicks (CK) plans to use Queues for case management. CK wants to limit the ability to modify cases to the appropriate users. CK needs to understand the different between a Private and Public Read Only organization-wide defaults sharing model on cases.
A. In a Public Read Only sharing model, al users can view cases in a Queue.
B. In a Private sharing model, only queue members and direct reports can view cases in a Queue.
C. in a Private sharing model, only queue members can take ownership or cases in the Queue.
D. In a Public Read Only sharing model, all jsers can take ownership of cases in the Queue.
A,C (lub B - chodzi o to, czy jest włączony na sharing settings “Grant Access using hierarichies)
A Service Rep transfers a Live Agent Chat to another Rep.
Which two things will happened?
A. The Customer doesn’t know they were transferred
B. The chat transcripts and case are transferred
C. Both Service Reps can chat with the customer
D. The Customer is shown the new Rep’s name
B,D
Universal Containers has an active presence on Twitter and Facebook. Customers’ requests from these social media channels should be responded to by support agents.
What should a consultant recommend to meet this requirement?
A. Social Customer Service for Twitter and Facebook.
B. Social Media Marketing message tagging.
C. Social Persona for Twitter and Facebook.
D. Einstein Bot social queues.
A
Universal Containers wants to notify Support Managers when a new case has been untouched for more than two business days.
Which approach should a consultant implement?
A. Establish Case Assignment Rules.
B. Define Case Auto-Response Rules.
C. Configure Case Escalation Rules.
D. Create a Process Builder with Scheduled Actions.
C
A contact center manager wants to measure improvements to operations after the implementation of a new workforce management system.
Which two metrics can be used to assess the success of the new workforce management system? Choose 2 answers
A. Number of calls offered
B. Schedule adherence
C. Agent utilization
D. Quality monitoring score
B,C
(???) Cloud Kicks (CK) provides product support based on Service Contracts. A customer’s Service Contract includes the same level of Entitlements for response time and business hours on both Case and Work Orders. CK would like an efficient method to manage the setup.
What is the recommended configuration to meet the requirements?
A. Work Orders created from a Case automaticallv inherit the Entitlement Process
B. Set up separate Entitlement Process for Case and Work Order
C. Assign the WorV Order to the same Case as the Entitlement Process.
D. Create or Apex Trigger to assign the Entitlement Process to Work Order.
B
Universal Containers wants to allow customers to ability to submit cases and also to see a dashboard of case resolution history.
Which type of Community license should be used to meet these requirements?
A. Customer Community Plus
B. Lightning External Apps Starter
C. Customer Community
D. High Volume Customer Portal
A