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The support manager at Universal Containers wants to improve visibility to cases across the organization and has decided that product managers should be more involved in the case management process. The support manager has created predefined case teams for each product and trained support agents to add the appropriate case team to each case.

Which solution allows product managers to quickly see and review the cases that are created for their products?

A.
Configure a Case list view filtered by My Cases.
A.
Configure a Case list view filtered by My Cases.
Answers
B.
Configure a Case related list on the Product page layout.
B.
Configure a Case related list on the Product page layout.
Answers
C.
Configure a Case list view filtered by My Case Teams.
C.
Configure a Case list view filtered by My Case Teams.
Answers
Suggested answer: C

Explanation:

To enable product managers to quickly access and review cases related to their products, configuring a Case list view filtered by 'My Case Teams' is the most effective solution. This setup allows product managers to see cases where they are part of the case team, directly correlating to their product responsibility, thereby improving visibility and involvement in the case management process.

A manager has noticed an increase in average case age. This is negatively impacting customer satisfaction. The manager wants to compare the amount of time that cases have spent within each status during their lifecycle.

Which report type should the consultant recommend when creating a report?

A.
Use the Cases with Milestones report type.
A.
Use the Cases with Milestones report type.
Answers
B.
Use the Case Lifecycle report type.
B.
Use the Case Lifecycle report type.
Answers
C.
Use the Case Historical Trending report type.
C.
Use the Case Historical Trending report type.
Answers
Suggested answer: B

Explanation:

The Case Lifecycle report type is designed to analyze the duration cases spend in each status throughout their lifecycle. This report enables managers to identify bottlenecks or stages where cases are delayed, contributing to increased average case age, and allows for targeted improvements to enhance customer satisfaction.

Support managers have requested the ability to provide real-time feedback to agents during customer chat sessions.

Which feature should a consultant configure to meet this requirement?

A.
Omni-Channel Supervisor
A.
Omni-Channel Supervisor
Answers
B.
Flow Orchestrator
B.
Flow Orchestrator
Answers
C.
Chatter
C.
Chatter
Answers
Suggested answer: A

Explanation:

Omni-Channel Supervisor is a feature designed to provide real-time visibility into agents' work and chat sessions. It allows support managers to monitor live chat sessions and offer immediate feedback or assistance to agents, enhancing the quality of customer service and agent performance.

Universal Containers (UC) plans to implement a chatbot within its healthcare division to increase case deflection, reduce wait times, and save agents time so they can work on more complex issues.

The UC stakeholder has raised a risk about the Health Insurance Portability and Accountability Act (HIPAA) and other common compliance standards when using chatbots.

What should a consultant do to address the risk?

A.
Conduct a discovery session with the stakeholder to ensure the voice and tone of the bot meet the required healthcare compliance standards.
A.
Conduct a discovery session with the stakeholder to ensure the voice and tone of the bot meet the required healthcare compliance standards.
Answers
B.
Share information about bot security, availability, and confidentiality of healthcare data found on Salesforce Trust and Einstein Platform Compliance.
B.
Share information about bot security, availability, and confidentiality of healthcare data found on Salesforce Trust and Einstein Platform Compliance.
Answers
C.
Create a bot in the production org and use the information captured in Conversation Logs to confirm that no healthcare data was discussed.
C.
Create a bot in the production org and use the information captured in Conversation Logs to confirm that no healthcare data was discussed.
Answers
Suggested answer: B

Explanation:

Addressing compliance concerns, particularly with HIPAA, involves demonstrating the security measures and data handling protocols Salesforce employs. Sharing detailed information about how Salesforce and its Einstein Platform ensure the security, availability, and confidentiality of healthcare data helps mitigate risks and assures stakeholders of compliance with regulatory standards.

Universal Containers has recently implemented an Experience Cloud site to allow its customers to create and update their cases online. Customers should only be able to access the cases where they are listed as the contact, including cases created by the support team on their behalf.

What should a consultant recommend to meet the requirement?

A.
A sharing rule to ensure record access is granted based on the Experience Cloud site user role hierarchy
A.
A sharing rule to ensure record access is granted based on the Experience Cloud site user role hierarchy
Answers
B.
An organization-wide default of Public Read/Write on the Case object
B.
An organization-wide default of Public Read/Write on the Case object
Answers
C.
A sharing set to grant the Experience Cloud site user access to records associated to their Contact record
C.
A sharing set to grant the Experience Cloud site user access to records associated to their Contact record
Answers
Suggested answer: C

Explanation:

Using a sharing set is the most appropriate solution to ensure Experience Cloud site users can access only the cases where they are listed as the contact. This configuration aligns with Salesforce's security model, providing record access based on the user's relationship to the case via their Contact record, ensuring data visibility is restricted appropriately.

Universal Containers (UC) has a policy that requires all email traffic to remain within its firewall. UC receives up to 2,000 cases per day, some of which include large email attachments from customers.

When implementing Salesforce in this scenario, which solution should a consultant recommend?

A.
Email relay
A.
Email relay
Answers
B.
On-Demand Email-to-Case
B.
On-Demand Email-to-Case
Answers
C.
Email-to-Case
C.
Email-to-Case
Answers
Suggested answer: C

Explanation:

Email-to-Case is the recommended solution for Universal Containers to manage email traffic within its firewall. Unlike On-Demand Email-to-Case, which routes emails through Salesforce servers, Email-to-Case allows emails to be processed directly by the organization's email server, adhering to UC's policy of keeping email traffic within its firewall, even when handling large attachments.

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.
Create a dynamic action that launches the ERP system with a deep link to the order locator.
A.
Create a dynamic action that launches the ERP system with a deep link to the order locator.
Answers
B.
Use Salesforce Connect and External Objects to represent this information in Salesforce.
B.
Use Salesforce Connect and External Objects to represent this information in Salesforce.
Answers
C.
Create a batch integration process that runs hourly to pull all order updates into Salesforce.
C.
Create a batch integration process that runs hourly to pull all order updates into Salesforce.
Answers
Suggested answer: B

Explanation:

Salesforce Connect with External Objects is the optimal solution for integrating Cloud Kicks' Salesforce environment with the ERP system. This approach allows real-time access to order information directly within Salesforce, without storing the data in Salesforce, thereby streamlining the process for service agents and improving their efficiency in handling customer requests for order updates.


What is a common deflection technique to reduce the number of interactions for a contact center?

A.
Recommend articles during a call from a support agent.
A.
Recommend articles during a call from a support agent.
Answers
B.
Suggest articles for an Email-ta-Case question.
B.
Suggest articles for an Email-ta-Case question.
Answers
C.
Recommend articles prior to a Chat session.
C.
Recommend articles prior to a Chat session.
Answers
Suggested answer: C

Explanation:

A common deflection technique in contact centers is to provide self-service options like Knowledge articles before a customer engages in a more resource-intensive interaction, such as a chat session. By recommending relevant articles before the chat begins, customers may find answers to their questions without needing to speak with an agent, effectively reducing the volume of interactions and improving the efficiency of the contact center.

Universal Containers (UC) is configuring a self-service page for customers to find Knowledge articles and create cases. UC has recently requested that an Einstein Bot be placed on the page, but wants to ensure that the bot only directs cases to live agents during normal business hours and observes holidays.

How should a consultant meet this requirement?

A.
Configure the Einstein Bot with a default message when customers log a case letting them know they should expect a delayed response outside of business hours or on holidays.
A.
Configure the Einstein Bot with a default message when customers log a case letting them know they should expect a delayed response outside of business hours or on holidays.
Answers
B.
Configure the Einstein Bot with an Action that queries for the Default Business Hours and active Holiday records and directs the customer to a case form when agents are unavailable.
B.
Configure the Einstein Bot with an Action that queries for the Default Business Hours and active Holiday records and directs the customer to a case form when agents are unavailable.
Answers
C.
Configure the Einstein Bot to direct customers to an agent except for designated holidays and instruct Omni-Channel agents to sign off at the end of business hours.
C.
Configure the Einstein Bot to direct customers to an agent except for designated holidays and instruct Omni-Channel agents to sign off at the end of business hours.
Answers
Suggested answer: B

Explanation:

To ensure the Einstein Bot directs cases appropriately based on business hours and holidays, configuring it with an action that checks for business hours and holiday schedules is essential. This setup allows the bot to intelligently manage customer interactions, directing them to live agents during operational hours or to alternative support options, like a case submission form, when live support is not available, thus maintaining a seamless customer experience.

Cloud Kicks is changing its case management system to Salesforce. All active accounts, contacts, and closed cases for the past 5 years need to be migrated to

Salesforce for go-live.

Which approach should a consultant use for data migration?

A.
Prepare, Plan, Test, Validate, Execute
A.
Prepare, Plan, Test, Validate, Execute
Answers
B.
Plan, Prepare, Execute, Test, Validate
B.
Plan, Prepare, Execute, Test, Validate
Answers
C.
Plan, Prepare, Test, Execute, Validate
C.
Plan, Prepare, Test, Execute, Validate
Answers
Suggested answer: C

Explanation:

The recommended approach for data migration, especially for critical business operations like case management, involves a series of well-defined steps. Planning involves outlining the migration strategy and identifying the data to be migrated. Preparation includes cleaning and preparing the data for migration. Testing ensures that the migration processes work as intended in a controlled environment. Execution is the actual migration of data to Salesforce. Validation involves checking the migrated data in Salesforce to ensure accuracy and integrity, ensuring a smooth transition to the new system.

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