Service Cloud Mock Questions
Service Cloud Mock Questions
Service Cloud Mock Questions
1 of 65. The support manager at Universal Containers wants to see monthly historical metrics for first-call resolution by call center.
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2 of 65. Universal Containers has three internal divisions that use Salesforce Knowledge. Compliance requirements mandate that each division should only
have access to its own articles when performing a search.
B. O Create a sharing rule for each division to provide access based on the article category.
E: o Create a single data category group for each division and provide access using the role hierarchy.
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3 of 65. A service agent is in a messaging session with a customer. The customer abruptly stops responding after 30 minutes.
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2 of 65. Universal Containers has three internal divisions that use Salesforce Knowledge. Compliance requirements mandate that each division should only
have access to its own articles when performing a search.
B. O Create a sharing rule for each division to provide access based on the article category.
ie: o Create a single data category group for each division and provide access using the role hierarchy.
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3 of 65. A service agent is in a messaging session with a customer. The customer abruptly stops responding after 30 minutes.
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4 of 65. Universal Containers is using Service Cloud for customer entry and case management, but order fulfillment, inventory, invoicing, and financial
data are stored in other systems.
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5 of 65. Universal Containers has implemented Service Cloud. The company needs key performance indicators (KPIs) to ensure that its customer support
center is profitable.
Which metric should a consultant use to help executive management understand support center costs?
A. fe} All Cases by Customer
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6 of 65. Cloud Kicks has a robust Service Cloud implementation for its customer service team. The software engineering team would like to track their
projects within Salesforce.
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7 of 65. Universal Containers has implemented Knowledge-Centered Support (KCS). Specific article types and categories require approval. Both the
Publish Articles and the Submit for Approval buttons are available on page layouts. Agents are forgetting to submit certain articles types for approval.
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8 of 65. Universal Containers is migrating from Knowledge to Lightning Knowledge using the Lightning Knowledge Migration Tool and noticed that none of
the article file attachments were migrated.
a fe} Upload the files as Documents, then relate them to the migrated articles.
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9 of 65. Cloud Kicks uses a console app to support users. Service agents open an Account workspace tab and multiple subtabs for the Case, Contact, and
Service Contract. Service agents would like to share links to recently opened subtabs with other users to collaborate on cases.
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10 of 65. Universal Containers case managers receive a high volume of new cases daily and would like to improve efficiency across multiple teams with
multiple disparate product specializations. Currently, all cases are automatically distributed evenly across all case managers, regardless of the case
manager's knowledge of the products related to the case.
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11 of 65. Universal Containers requires that users have the ability to view specific cases, as determined by the Product Type field on the case. When a
case is created or closed, an email should be sent only to users who have access to the case.
B. O Case swarms
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12 of 65. Ursa Major Solar (UMS) provides customers with remote monitoring of solar panels. When there are issues with the service, such as a power
outage, UMS needs to provide service agents, operations teams, and customers with full visibility into the issue.
B. O Workforce Engagement
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13 of 65. Universal Containers (UC) wants to report on how many customers with Service Contracts have specific entitlements to determine if UC's
support offerings should be adjusted.
B. O Build a dashboard.
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14 of 65. What is a consideration when adding a report chart to a Page Layout or a Lightning Record Page?
A.C) The report must be used on a Dashboard.
B. oO The report must have a standard Report Type.
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16 of 65. Cloud Kicks has recently started using Entitlements within its support process. Service agents are selecting entitlements with similar names that
are incorrectly associated with the account assigned on the case.
What should a consultant recommend to meet the requirements and help service agents?
A. fe} Enable lookup filters.
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17 of 65. Universal Containers wants to reduce the clicks a customer support agent uses when working on a case. This includes the time it takes to create,
resolve, and close the case.
Which Salesforce productivity feature should a consultant use to accomplish this requirement?
AO Macros
es O Flow
Bl
O Mark this itern for later review.
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18 of 65. Universal Containers has recently implemented a new CTI system, Knowledge base, and Einstein Chatbots to interact with customers. The VP of
support and services has asked for additional system improvements to facilitate customer self-service.
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19 of 65. Case closure time at Cloud Kicks (CK) is too high although CK already enabled Knowledge Management.
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20 of 65. Support is divided by product line at Universal Containers. Each product line has its own support reps, queue, articles, and record types. Support
reps only work within their product line. To help standardize communications with customers, the support administrator would like to implement quick
texts. Quick texts are unique to each product line.
How should the administrator ensure support reps only have access to quick texts for their specific product line?
A. O Create a folder for each product line and share them with public groups.
B. O Set the organization-wide default to Private and create sharing rules to share them with roles.
&: oO Add a permission set for Read access to the appropriate product line. [c]
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21 of 65. 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. O Configure a Case list view filtered by My Cases.
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22 of 65. Using the Lightning Service Console, how can a contact center manager see which service agents are currently available to accept new cases?
A.C) Omni-Channel Analytics
B. oO Omni-Channel Utility component
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23 of 65. Cloud Kicks is preparing to launch Service Console to a large set of service agents. Feedback from a pilot group of users revealed they would like
a quick way to navigate the console, including changing tabs, saving records, and searching.
B. oO Quick text
E: O Custom macros fl
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24 of 65. A consultant is tasked with creating a dashboard in Salesforce for Cloud Kicks’ executives. The dashboard needs to provide insights that will
assist in strategic decision-making.
Which type of report should the consultant include to meet the requirement?
A. fe} Snapshot reporting that shows trends in the number of cases handled per month, providing a high-level overview of customer service operations
B. ©) Omni-Channel Analytics detailing specific paths and routing types to evaluate the efficiency of support channel utilization
C: O Detailed CTI analytics reports, such as wait times and handle times, to review individual agent performance
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25 of 65. Universal Containers has a category of cases that cannot be solved by a single agent and instead requires a team of experts to triage and
resolve the issue. The support manager is interested in solutions that allow the team of experts to collaborate on these cases.
Which option should the consultant recommend so experts can collaborate in real time?
A. fe} Add experts to an integrated Slack channel.
B. O Use Email-to-Case to send an email to experts so they can use email threads.
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26 of 65. Cloud Kicks is planning a Service Cloud implementation to reduce the time spent and improve the quality of agent messaging sessions with
customers. After discussions with leadership and the customer service team, the consultant determines that the biggest gains with the least amount of
effort for configuring a standard Einstein for Service feature are from automating standard responses.
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27 of 65. Universal Containers wants to move articles from an old database to its new Salesforce Knowledge system. Many of the how-to articles include
images that need to be transferred.
What should a consultant consider when moving these images into Salesforce Knowledge?
A. & Add images to an HTML file.
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28 of 65. Universal Containers (UC) is preparing to implement Service Cloud and wants to onboard its global support team. UC is gathering feedback from
the support team about how they will use Service Cloud. Requirements gathering sessions have resulted in a large set of deliverables.
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29 of 65. Universal Containers (UC) is implementing Service Cloud within its North America call center to validate key use cases, system capabilities, and
integration patterns. The UC leadership team is concerned that the upcoming Salesforce Release schedule may impact the implementation project's
development efforts.
What should a consultant recommend that UC's Salesforce admin do in this scenario?
A. O Postpone the release to the production org so the team can finish the project before the release is deployed.
B. O Disable updates to the sandbox so the team can continue using the solution without the updates from the release. Ie]
& Opt
Bp the sandbox in as a Bp preview org g so the team can conduct testing gp prior to the release being g deployed.
deploy
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30 of 65. Universal Containers has technical support and general customer service teams that use unique Service Console applications.
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31 of 65. What should a consultant recommend to ensure chat requests contain sufficient information for service agents to respond effectively?
A. O Customize Intents using Einstein Chatbots.
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32 of 65. Which approach should a consultant use to ensure that Lightning Knowledge searches only display articles for a service agent's product
specialization?
A. fe] Create a data category for each product. Assign data categories to service agents.
B. oO Create an article action for each record type. Assign record types to service agents. fl
ic. oO Create a permission set for each record type. Assign permissions to service agents.
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33 of 65. A service manager at Cloud Kicks has received complaints from customers who speak languages other than English that their cases are taking a
long time to be resolved. After investigation, the consultant has determined that these work items fail to be assigned to the correct agents.
What should the consultant recommend that the service manager do first?
A. G) Review Assigned Work.
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34 of 65. Cloud Kicks (CK) has multiple product lines. CK is preparing to launch a public knowledge base for customers that will have 2,500 articles. The
company wants an easy way for users to find relevant articles based on its product.
£: O Screen Flow Bl
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35 of 65. Cloud Kicks provides support to customers across the world and uses Lightning Experience. Service agents have a set of common responses.
Managers would like to consolidate the responses as quick text, translate them to multiple languages, and share them with the correct groups of service
agents.
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36 of 65. Universal Containers wants to notify support managers when a new case has been untouched for more than 2 business hours.
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37 of 65. The service team members at Cloud Kicks (CK) are struggling to collaborate with each other on Cases. CK also uses Slack internally.
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38 of 65. A contact center manager wants to measure improvements to capacity planning operations after the implementation of a new workforce
management system.
Which metric should a consultant use to assess the success of the new workforce management system?
A. Ce Number of closed cases
C. ©) Deflection rate Bl
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39 of 65. Cloud Kicks plans to deploy Service Cloud to customers who will have different levels of support. The consultant is unsure whether Entitlements
only or Entitlements plus Service Contracts is the correct solution.
Which question should the consultant ask to determine the preferred solution?
A O Will customers access Knowledge articles through Experience Cloud?
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40 of 65. Support agents at Universal Containers are entering customer contact information in multiple ways. Management is concerned about the high
likelihood of duplicate customer contact information being entered.
What should the consultant recommend to prevent duplicate records from being created?
A. fe} Configure and activate Duplicate Management.
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40 of 65. Support agents at Universal Containers are entering customer contact information in multiple ways. Management is concerned about the high
likelihood of duplicate customer contact information being entered.
What should the consultant recommend to prevent duplicate records from being created?
A. fe} Configure and activate Duplicate Management.
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41 of 65. The support team at Cloud Kicks would like to implement a messaging tool to address common customer feedback and concerns. The support
team also wants to extend their support capabilities.
B. oO Service GPT
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42 of 65. Cloud Kicks provides support to customers in email, social, and chat channels. Managers want to find a way to improve service agent efficiency.
A recent study found agents spend a lot of time searching for articles, manually copying text from the article, and pasting it into responses.
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43 of 65. Universal Containers (UC) wants to improve customer satisfaction by diversifying its interaction channels. UC's goal is to enhance real-time
communication and support.
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43 of 65. Universal Containers (UC) wants to improve customer satisfaction by diversifying its interaction channels. UC's goal is to enhance real-time
communication and support.
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44 of 65. Cloud Kicks has implemented a review process for all new Knowledge articles. Each article must be reviewed and approved by a subject matter
expert before becoming available to users.
Which step is necessary to make articles visible in all the selected channels?
A. oO Click Publish after the Approval Process.
e: O Set the final approval action to 'Lock the record for editing’.
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45 of 65. Universal Containers wants to develop a new Case Management solution. The end-to-end solution will include integrations with third-party
systems.
Following best practices, which development and deployment path should a consultant recommend?
A. oO Develop in one sandbox, complete quality assurance in a different sandbox, and then perform user acceptance and integration testing in production.
B. oO Develop and test Salesforce functionality in one sandbox, and then rebuild the functionality in production.
t o Set up separate sandboxes for development, quality assurance, and user acceptance testing, and then move the features to production.
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46 of 65. Which feature should a consultant recommend to prompt a Tier 2 service representative to take over case processing from Tier 1 and know how
far Tier 1 had progressed in troubleshooting?
A. @ Path for Cases
B. oO Escalation Rules
Gc. oO Einstein Next Best Action fa]
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47 of 65. The support manager at Universal Containers is getting inaccurate agent performance reports. After researching the data, the Salesforce admin
has identified hundreds of cases that are closed but still owned by a queue.
B. O Create a case validation rule to ensure cases are owned by a user when closed.
€: O Create a case assignment rule to ensure cases are owned by a user when closed. [c]
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48 of 65. Universal Containers (UC) faces challenges in efficiently managing and responding to a growing number of customer queries within Service
Cloud. A consultant is advising on the implementation of chatbots to improve current customer support operations.
Which specific aspect should UC prioritize when implementing chatbots to improve customer support operations?
A. fe} Focus on scalability for handling high inquiry volume.
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49 of 65. Universal Containers wants customers to have the ability to log cases with structured data and route based on urgency and product line.
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49 of 65. Universal Containers wants customers to have the ability to log cases with structured data and route based on urgency and product line.
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50 of 65. Universal Containers has a well-defined support process for cases which includes the following statuses:
« New
« Assigned
« In Progress
e Waiting On Customer
« Closed
The support manager has noticed an increase in the average age of a case and wants to understand how long a case is in each status.
Which report type should the consultant consider when collecting data for the support manager?
A. O Case Lifecycle
oe o Case History
Comments:
Salesforce Certified Service Cloud Consultant
51 of 65. Universal Containers has created permission sets granting access to objects and fields in one of its sandboxes.
Following best practices, how should a consultant deploy these permission sets to production?
A. 6 Use a change set.
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52 of 65. Universal Containers provides customers with different service levels based on their services agreement. The VP of customer service wants to
use Service Cloud to track when cases have yet to reach certain stages and ensure that senior management is alerted accordingly.
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53 of 65. Universal Containers recently deployed a Salesforce Knowledge implementation and wants to evaluate the quality of the articles being produced.
What should the consultant recommend to gather information efficiently on Knowledge article usefulness?
A. oO Develop custom Knowledge reports and dashboards.
. fe} Install the Knowledge Base Dashboards & Reports AppExchange package. Bl
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54 of 65. Cloud Kicks (CK) uses Lightning Knowledge and has set up Data Categories. CK uses Data Category Visibility to control access based on products
and geographic location. The admin plans to enable 'Use standard Salesforce sharing’ in Sharing Settings under Knowledge Settings.
Which consideration should the admin be aware of when making this change?
A. G) Data Category Visibility of All Categories provides Public Read-Only access.
Comments:
54 of 65. Cloud Kicks (CK) uses Lightning Knowledge and has set up Data Categories. CK uses Data Category Visibility to control access based on products
and geographic location. The admin plans to enable ‘Use standard Salesforce sharing’ in Sharing Settings under Knowledge Settings.
Which consideration should the admin be aware of when making this change?
A oO Data Category Visibility of All Categories provides Public Read-Only access.
B. Ce} Data Category Visibility of Custom overrides organization-wide default sharing access. Bl
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55 of 65. After migrating to Lightning Experience, users are complaining that they are unable to create a Knowledge article when closing a case.
EC. fe} Add the Manage Salesforce Knowledge permission to the user's profile.
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56 of 65. Universal Containers’ support team requires its customers to submit their support inquiries via free form email (Outlook, Gmail, Yahoo, etc.).
Additional requirements are listed below:
« Support attachments up to 25 MB per inquiry
« Under 2,500 inquiries per day
& oO Email-to-Case
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57 of 65. Cloud Kicks recently deployed an Omni-Channel implementation. A set of service agents that handle security-related issues have complained
that case records are being routed to them incorrectly.
What should a consultant do first to validate that the Omni-Channel implementation is routing correctly?
A. oO Open the relevant record being routed.
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58 of 65. Cloud Kicks (CK) uses Lightning Dialer and one-click calling to initiate phone calls to customers. CK has recently received complaints from
customers who have set their communication preferences to email only or text only.
What is the most efficient solution the consultant should use to meet the requirements?
A. oO Remove the phone number from the page layout.
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59 of 65. Cloud Kicks' customers use a proprietary ecommerce site to order customized shoes. While the shoes are being made, customers want to check
their order status frequently.
Which method should the consultant recommend to provide automated self-service on an ecommerce site?
A. oO Configure a Visual Remote Assistant.
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60 of 65. Universal Containers implemented Case Management to support business-to-consumer (B2C) customers. One custom field includes the
customer's Personal Identifiable Information (PII) data. When a case is submitted, an account manager requires Read-Only access and needs to view the
customer's PII data. A support engineer requires Read and Write access but no visibility into the customer's PII data.
B. fe} Configure Case Team with Read Write and field-level security. Bl
& O Configure OWD for the Case object and implement Salesforce Shield.
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61 of 65. Universal Containers (UC) has Excel files of customer data maintained by its service reps. All of the service reps have worked with the same
customer contacts. UC wants to ensure that its Salesforce instance has clean data.
B. Cy Import the records and create a Flow to change the data type. Gl
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62 of 65. Universal Containers (UC) has a service-level agreement (SLA) with customers that requires an agent to take ownership of and respond to
incoming cases within 2 hours of case creation.
B. O Use Flow Builder to assign a task to all members of a queue if a case remains unassigned to any agent within 1 hour.
e: oO Use case auto-response rules to send an email to support managers within 1 hour of case creation.
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63 of 65. Universal Containers’ customers prefer speaking to a live support agent for complex product issues. This results in a high volume of phone calls
and customer dissatisfaction about long hold times.
B. O Contact requests
E © Web-to-Case fal
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64 of 65. Cloud Kicks (CK) supports customers through chat. Service agents have reported multiple instances where customers have used abusive
language. CK wants a way to prevent abusive customers from starting future chat sessions.
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65 of 65. Managers at Cloud Kicks often need to update the Case Type field for up to 75 cases at one time using list views.
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Assessment Summary
Number of Items Answered: 65
Number of Items Unanswered: 0
Number of Items Marked for Review: 1
Answers
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