ExamGecko
Question list
Search
Search

List of questions

Search

Related questions











Question 25 - Certified Service Cloud Consultant discussion

Report
Export

Cloud Kicks (CK) has recently started using Entitlements within its support process. However, CK has found many cases with inaccurate data. As many Entitlements are similarly named, service agents are selecting Entitlements that are not associated with the Account assigned on the Case.

What is the recommended method to meet the requirements?

A.
Lookup Filter
Answers
A.
Lookup Filter
B.
Auto-Add Milestones
Answers
B.
Auto-Add Milestones
C.
Cross-Object Formula
Answers
C.
Cross-Object Formula
D.
Approval Process
Answers
D.
Approval Process
Suggested answer: A

Explanation:

A Lookup Filter is the recommended method to meet the requirement of preventing service agents from selecting entitlements that are not associated with the account assigned on the case. A Lookup Filter is a type of filter that restricts the values and records that are available in a lookup field based on criteria and conditions. A Lookup Filter can be used to limit the entitlements that are available in the Entitlement Name lookup field on the case page layout based on the Account Name field value. This way, service agents can only select entitlements that belong to the same account as the case. Verified

Reference:Service Cloud Consultant Certification Guide & Tips, Define Lookup Filters

asked 23/09/2024
Fiston LOMATE
43 questions
User
Your answer:
0 comments
Sorted by

Leave a comment first