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Question 206 - Certified User Experience Designer discussion

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Cloud Kicks has asked its UX Designer to optimize Salesforce to help the IT help desk team quickly resolve the team's queued Cases.

What Salesforce-based approach should be recommended to quickly show the appropriate cases to IT help desk team members?

A.
Add a Case Assignment component to the team's home page configured to shown cases assigned to the logged in team member.
Answers
A.
Add a Case Assignment component to the team's home page configured to shown cases assigned to the logged in team member.
B.
Add a List View component to the home page configured to show a custom list view filtered to show assigned and open cases.
Answers
B.
Add a List View component to the home page configured to show a custom list view filtered to show assigned and open cases.
C.
Add a Case inbox component to the page configured to show assigned and open cases.
Answers
C.
Add a Case inbox component to the page configured to show assigned and open cases.
Suggested answer: B

Explanation:

To optimize Salesforce for the IT help desk team at Cloud Kicks, enabling them to quickly resolve queued cases, adding a List View component to the home page is the most effective approach because:

Customization and Relevance: A List View component can be customized to show a list view that is specifically filtered to display cases that are both assigned to the team members and are currently open. This ensures that team members immediately see the most relevant cases as soon as they log in, without needing to navigate through the Salesforce interface.

Efficiency: Having this component on the home page saves time and clicks, making the process of identifying and accessing pending cases more efficient, which is crucial for quickly resolving issues.

While options A (Case Assignment component) and C (Case inbox component) could also present cases to team members, the List View component's ability to be customized with specific filters offers a more targeted approach to showing the most pertinent cases directly on the home page.

Reference: For more details on optimizing Salesforce for specific team roles, Salesforce's Help Documentation and Developer Guides offer extensive resources on using components like List Views to enhance user experience and efficiency. These guides provide step-by-step instructions on customizing the Salesforce interface to meet the needs of different teams within an organization.

asked 23/09/2024
Gregory Pollack
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