Service Cloud Cards from Quizlet (sbpadhy) Flashcards
Which factors influence KPIs, and business challenges for call centers? Hint: C-C-R
a) Customer Satisfaction b) Cost of Service c) Revenue
For which KPI area is FCR (First Call Resolution) a driver?
Customer Satisfaction
For which KPI area is AHT (Average Handle Time) a driver?
Cost of Service
For which KPI area is Retention a driver?
Revenue
What are common call deflection techniques?
a) Email b) Web c) Chat d) Social Media Channels
What can you see at trust.salesforce.com? Hint: SD-OT-SI
a) Scheduled downtimes b) Online threats c) Status of the Instance
With which call center type is “Companies often try to reduce cost in this area” associated?
Help Desk
With which call center type is “High Turnover Environment” associated?
Customer Service
With which call center type is “Free or Fee Based support based on the Entitlement” associated?
Technical Support
With which call center type is “Need Automatic Routing Systems” associated?
Field Service
With which call center type is “High Volumes” associated?
TeleSales
What is the recommended order to implement? Hint: S-A-C-A-C-SCC
Security, Accounts, Contacts, Activities, Cases, Service Cloud Console
What should you ask for as Discovery Preparation? Hint: O-P-R-R-S
a) Org Charts b) Process maps, training docs c) Report samples d) requirements doc (old or new) e) source system field lists
What are the six main steps in a consulting engagement? Hint: P-A-D-B-V-D
Plan, Analyze, Design, Build, Validate, Deploy
Guidelines for Case Management. Hint: 50-5-20
a) 50 fields b) 5 record types and page layouts c) 20 assignment rules
Impact of using person accounts
a) Contacts inherit visibility of accounts b) Two records for each customer c) Cannot be turned off once enabled d) Test in the sandbox
What are the three Entitlement Management models?
a) Entitlements only b) Entitlements + Service Contract c) Entitlements + Service Contract + Line Items
On Demand email to case
a) Email parsing requires customization b) Email attachment size < 10MB c) Limits on email-to-case volume d) Case comment email notifications are not customization
Email-to-case
a) Behind firewall b) Attachments > 10 MB c) Can have multiple emails (and should, when using email-to-case and on-demand email-to-case together). d) Requires download and install of Email-to-case agent
4 CTI features. Hint: S-C-A-C
a) Screen Pop b) Click to dial c) Automatic call logging d) Call Control
Benefits of Screen Pop
a) Provides Context b) Displays Caller’s information in Salesforce c) Improves Efficiency
Benefits of Click to dial
a) Outbound calling from a phone record b) Clickable links c) Call from a list view to quickly call large numbers of Clients
Benefits of Automatic Call Logging
a) Integrated call logging with notes b) Automatic call times directly associated with various salesforce.com objects
Benefits of Call Control
a) End calls, hold, transfer, and conference from within Salesforce.
High Level Inbound CTI Architecture
Customer Calls _ Telephony System _ CTI Adapter to SFDC _ Agent Softphone.
High Level Outbound CTI Architecture
SFDC Softphone _ CTI Adapter _ Telephone System.
Implications for CTI Implementation
a) Find a compatible adapter on the Appexchange b) Install the adapter based on your vendor specifications c) Configure a call center in Salesforce CRM Call Center for your particular needs d) Assign agents to the Call Center
Capabilities of Self-Service Portal
a) Log a case b) View a case c) Search for solutions
Limitations of Self-Service Portal
a) Not available to new customers b) Can’t update cases
Capabilities of Customer Portal
a) Log, view, edit, and close cases b) Self registration
Are Sites Authenticated or Unauthenicated?
Unauthenticated
Channel Solutions (License Types)
a) Authenticated Sites b) Service Cloud Portal (Use to be called High Volume Customer Portal) c) Enterprise Admin
Which features are common to all four channel solutions?
a) Custom Objects b) Ideas and Answers
What is Service Cloud Portal aka?
High Volume Portal