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Which Salesforce resource can be attached to a customer email using standard Case Management capabilities?

A.
Upcoming Milestones for the Case's Entitlement
A.
Upcoming Milestones for the Case's Entitlement
Answers
B.
Internal Chatter posts about the Case
B.
Internal Chatter posts about the Case
Answers
C.
Knowledge articles suggested by Einstein
C.
Knowledge articles suggested by Einstein
Answers
Suggested answer: C

Explanation:

Salesforce allows Knowledge articles suggested by Einstein to be attached to customer emails as part of standard Case Management capabilities. Einstein's AI-driven recommendations help agents by surfacing relevant Knowledge articles based on the case context, which can then be shared with customers to provide self-service options or additional information. This feature not only enhances the efficiency of case resolution by equipping customers with helpful resources but also leverages the power of AI to improve the relevance and personalization of customer communications, thereby enriching the overall service experience.

How should a consultant configure a report that shows the average number of days that Cases stay open?

A.
Create a report snapshot of the number of open Cases each day.
A.
Create a report snapshot of the number of open Cases each day.
Answers
B.
Use the standard Case Age field on the report.
B.
Use the standard Case Age field on the report.
Answers
C.
Create a formula field on Case to calculate the average age.
C.
Create a formula field on Case to calculate the average age.
Answers
Suggested answer: B

Explanation:

The standard Case Age field in Salesforce reports is designed to track the duration for which a case remains open. By including this field in a report, consultants can easily calculate and analyze the average number of days that cases stay open, providing valuable insights into case resolution times. This metric is crucial for understanding the efficiency of the service team and identifying areas for process improvement. The Case Age field automatically calculates the time from case creation to closure (or the current time if the case is still open), making it a straightforward and effective way to monitor case resolution performance without the need for custom calculations or snapshots.

Cloud Kicks (CK) started out as a small shoe company. Now, CK is growing and needs to meet changing customer expectations while also uplifting agent skill sets and organizational success.

In which order would a consultant work through a high-level discussion and planning session with CK?

A.
Gather organizational vision, map processes, plan metrics, and plan for user feedback.
A.
Gather organizational vision, map processes, plan metrics, and plan for user feedback.
Answers
B.
Gather organizational vision, match appropriate metrics, plan for user feedback, and map processes.
B.
Gather organizational vision, match appropriate metrics, plan for user feedback, and map processes.
Answers
C.
Gather organizational vision, map processes, plan for user feedback, and define metrics.
C.
Gather organizational vision, map processes, plan for user feedback, and define metrics.
Answers
Suggested answer: A

Explanation:

In a high-level discussion and planning session with Cloud Kicks (CK), the consultant should first gather the organizational vision to understand CK's long-term goals and how the service function aligns with these goals. Next, mapping processes is crucial to identify current workflows, pinpoint inefficiencies, and determine areas for improvement. Planning metrics follows, which involves defining key performance indicators (KPIs) to measure success and track progress towards achieving the organizational vision. Finally, planning for user feedback is essential to establish mechanisms for collecting and incorporating feedback from both agents and customers. This feedback will inform continuous improvement and ensure the service function evolves in line with changing needs and expectations.

Cloud Kicks (CK) uses Lightning Experience and Lightning Knowledge in its service center. CK wants an easy way for service agents to create new articles when closing a case. The new article should include appropriate details from the case to make it useful for others.

What is the recommended method to meet the requirements?

A.
Create a Quick Action to map case fields to a new article.
A.
Create a Quick Action to map case fields to a new article.
Answers
B.
Use a trigger to automatically create a new article.
B.
Use a trigger to automatically create a new article.
Answers
C.
Develop a globally-shared macro to create a new article.
C.
Develop a globally-shared macro to create a new article.
Answers
Suggested answer: A

Explanation:

Creating a Quick Action to map case fields to a new article is the recommended method for enabling service agents at Cloud Kicks (CK) to easily create new articles when closing a case. This Quick Action can be configured to pre-populate the new article form with relevant details from the case, ensuring consistency and saving time by reducing manual data entry. This approach streamlines the process of capturing case resolutions and insights into the knowledge base, making valuable information readily available for future reference by agents and customers alike, thereby enhancing the overall efficiency and effectiveness of the service center.

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.
Service Contracts
A.
Service Contracts
Answers
B.
Milestones
B.
Milestones
Answers
C.
Maintenance Plans
C.
Maintenance Plans
Answers
Suggested answer: A

Explanation:

For Universal Containers (UC) to provide customers access to their agreed-upon response times via the Experience Cloud portal, implementing Service Contracts is the most suitable solution. Service Contracts in Salesforce allow organizations to define and manage the agreements made with customers, including terms of service, entitlements, and response times. By integrating Service Contracts with the Experience Cloud portal, UC can ensure that customers have visibility into their specific service agreements, fostering transparency and setting clear expectations for service delivery.

Universal Containers has a case handling process that requires each case to go through a series of steps within a specified amount of time from case submission to case closure.

Which solution should a consultant recommend to meet these requirements?

A.
Enable and configure Omni-Channel routing.
A.
Enable and configure Omni-Channel routing.
Answers
B.
Implement Lightning flow with time-based actions.
B.
Implement Lightning flow with time-based actions.
Answers
C.
Define entitlements and milestones.
C.
Define entitlements and milestones.
Answers
Suggested answer: C

Explanation:

To manage a case handling process that requires each case to go through a series of steps within a specified amount of time, defining entitlements and milestones is the recommended approach. Entitlements in Salesforce represent customers' rights to support services, while milestones track the progress of cases against predefined time targets for each step in the support process. This setup enables Universal Containers to enforce and monitor adherence to service level agreements (SLAs), ensuring timely and efficient case resolution in line with the organization's commitments to its customers.

Metrics show that Universal Containers has a high call abandonment rate using Service Cloud Voice.

Which strategy should a consultant recommend?

A.
Set up self-service Knowledge.
A.
Set up self-service Knowledge.
Answers
B.
Set up assignment rules and case queues.
B.
Set up assignment rules and case queues.
Answers
C.
Set up escalation rules.
C.
Set up escalation rules.
Answers
Suggested answer: A

Explanation:

To address a high call abandonment rate using Service Cloud Voice, setting up a self-service Knowledge base is a strategic recommendation. By providing customers with access to a Knowledge base, they can find answers to their queries without waiting in call queues, reducing the volume of calls and, consequently, the abandonment rate. This solution enhances customer experience by offering immediate self-help options while optimizing call center operations.

A business-to-consumer (B2C) company wants to decrease service costs. Currently, customers pay invoices and update their contact information by mailing paper payslips back to the company.

What is the recommended solution to meet the requirements?

A.
Service Cloud Voice with Tele-pay
A.
Service Cloud Voice with Tele-pay
Answers
B.
Einstein Bots with check processing
B.
Einstein Bots with check processing
Answers
C.
Experience Cloud with payment processing
C.
Experience Cloud with payment processing
Answers
Suggested answer: C

Explanation:

For a B2C company looking to decrease service costs and modernize how customers pay invoices and update contact information, implementing Experience Cloud with payment processing capabilities is recommended. This solution provides a secure, online platform where customers can manage their accounts, make payments, and update personal information, eliminating the need for paper-based processes. This digital transformation streamlines operations, improves customer convenience, and reduces service costs associated with manual, paper-based tasks.

Universal Containers (UC) has created a new partner onboarding process that requires an agent to create 10 open activities that correlate to a step of the onboarding experience. UC typically adds 20 new partners a week. Creating activities is labor intensive and can take up to 20 minutes each to complete.

What is a cost-effective method for agents to create these activities?

A.
Navigate a Screen Flow.
A.
Navigate a Screen Flow.
Answers
B.
Execute a macro.
B.
Execute a macro.
Answers
C.
Leverage Einstein Case Wrap-Up.
C.
Leverage Einstein Case Wrap-Up.
Answers
Suggested answer: A

Explanation:

To efficiently create multiple activities for the new partner onboarding process at Universal Containers (UC), leveraging a Screen Flow is a cost-effective method. Screen Flows can guide agents through a series of steps, allowing them to enter necessary information and automatically generate the required activities for each onboarding step. This method streamlines the activity creation process, significantly reducing the time and effort required by agents, and ensures consistency in the onboarding experience.

Cloud Kicks (CK) wants to explore having a full Incident Management, Swarming, and Change Management process to provide a foundation for its auditing and governance needs, CK also wants interactive recommendations for every department during this process, Besides implementing Incident Management and Service Cloud for Slack, what should a consultant recommend for the full solution?

A.
Implement Flow Orchestration with Work Guides,
A.
Implement Flow Orchestration with Work Guides,
Answers
B.
Implement a third-party app from AppExchange.
B.
Implement a third-party app from AppExchange.
Answers
C.
Implement Guidance for Success and Knowledge articles.
C.
Implement Guidance for Success and Knowledge articles.
Answers
Suggested answer: A

Explanation:

For Cloud Kicks (CK) to establish a comprehensive Incident Management, Swarming, and Change Management process that includes interactive recommendations for every department, implementing Flow Orchestration with Work Guides is advisable. Flow Orchestration enables the automation and management of complex business processes, guiding users through predefined paths that can adapt based on situational context. Work Guides provide step-by-step instructions and contextual recommendations, ensuring that each department follows best practices and maintains consistency in their approach to incident and change management. This solution supports CK's auditing and governance needs by providing a structured, traceable process that enhances operational efficiency and decision-making.

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