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Salesforce Certified Service Cloud Consultant (Service-Con-201) Question and Answers

Salesforce Certified Service Cloud Consultant (Service-Con-201)

Last Update Nov 30, 2025
Total Questions : 290

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Questions 1

Universal Containers is training a new set of service agents. Part of the training includes handling messaging from customers.

However, it is important that contact center managers monitor the messaging sessions to ensure the service agents' responses are

professional and accurate and that the managers are able to assist when needed.

Which Lightning Console feature should a consultant configure to support this need?

Options:

A.  

Chat Supervisor tab and Whisper Messages

B.  

Incident Management tab and Whisper Messages

C.  

Omni-Channel Supervisor and Whisper Messages

Discussion 0
Questions 2

A consultant is working on a Service Cloud implementation with a fixed budget and

timeline. Additional requirements were discovered early on that will result in the project exceeding

timeline and budget constraints.

What is the first step the consultant should take to address the issue?

Options:

A.  

Incorporate the additional requirements to the project scope and continue with the original project schedule.

B.  

Prepare a change order to account for the additional requirements and communicate the new project schedule.

C.  

Document the gap in requirements and discuss the schedule and budget Impact with the project team.

Discussion 0
Questions 3

The support management team at Universal Containers has noticed an increase in wait times

over the last several months when customers call in for support.

What should a consultant recommend to help decrease customer wait times?

Options:

A.  

Set up analytical snapshots to capture key case Information and create historical trending reports.

B.  

Create reports to analyze data in order to understand peak times and ensure adequate.

C.  

Create case escalation rules to route high-priority cases directly to supervisors for resolution.

Discussion 0
Questions 4

Cloud Kicks is thinking about implementing Swarming in Slack to allow multiple experts to collaborate on cases.

What is a consideration of this approach?

Options:

A.  

Swarm channels default to public channels in Slack.

B.  

When users are added to the channel, they cannot see historical posts.

C.  

Swarms can only be created in new channels created for the issue.

Discussion 0
Questions 5

Universal Containers (UC) wants to allow customers to submit cases through its corporate website. UC wants to avoid a large volume of invalid cases.

Which tool should the consultant use to meet the requirements?

Options:

A.  

On-Demand Email-to-Case

B.  

Web-to-Case

C.  

AppExchange Package

Discussion 0
Questions 6

Universal Containers (UC) wants to deploy Service Cloud to 100 contact centers located across North America, Europe, and

Asia. UC wants standardized reporting across worldwide contact centers’ key performance indicators (KPIs).

Which approach should a consultant recommend in this scenario?

Options:

A.  

Assign a global team of experienced analysts to create a standard report template.

B.  

Ask leadership, management, and agents in all regions to vote on the standard report template.

C.  

Request that the VP of worldwide support design a standard report template to provide a clear vision,

Discussion 0
Questions 7

Cloud Kicks wants to create a secure, branded mobile app that its Experience Cloud customers can use to create and track cases, see upcoming product announcements, and interact with other customers who have common interests.

Which mobile development option should the consultant recommend?

Options:

A.  

Create two custom mobile apps, one for Apple and the other for Android.

B.  

Explain that community users can access the site through a web browser.

C.  

Use Salesforce Mobile Publisher to create a common app for both Apple and Android.

Discussion 0
Questions 8

Which solution should a consultant design so the average number of days that Cases stay open can be easily reported?

Options:

A.  

Use the standard Case Age field on the report.

B.  

Create a formula field on the report to show Case Days Open.

C.  

Create a formula field to calculate the days and use the field in the report.

Discussion 0
Questions 9

The support manager at Universal Containers wants to see monthly historical metrics for first-call resolution by call center.

Which analytics solution should the consultant recommend?

Options:

A.  

Case report grouped by Call Center

B.  

Case History report grouped by Call Center

C.  

Dynamic Dashboard grouped by Call Center

Discussion 0
Questions 10

Universal Containers is considering additional channels for its customers to communicate directly with customer support reps. Currently, customers are able to open support tickets through social media, web chat, phone, and SMS.

In addition to Digital Engagement, what should a consultant recommend to meet the requirement?

Options:

A.  

AppExchange

B.  

Email-to-Case

C.  

Inbox

Discussion 0
Questions 11

Universal Containers (UC) has regional contact centers around the world. UC has

implemented Service Cloud with the organization wide default for Cases set to Private. The UC role

hierarchy is set up by region. Support managers want to see support metrics for their region by

default. UC needs a scalable solution.

Which strategy should a consultant recommend?

Options:

A.  

Create a dashboard using Reporting Snapshots.

B.  

Create a dashboard for each support manager.

C.  

Create a Dynamic Dashboard.

Discussion 0
Questions 12

A customer service organization wants to implement an at-scale Incident Management process with its internal development teams across businesses. The development teams use Jira as their development system of record, and the service organization is in Service Cloud.

What should a Service Cloud Consultant recommend exploring?

Options:

A.  

An AppExchange package for Incident Management and a package for Jira Connection

B.  

A connected application with the Jira Integration settings for Customer Service Incident Management

C.  

Salesforce Customer Service Incident Management with Jira through MuleSoft Composer

Discussion 0
Questions 13

Universal Containers wants to ensure the contracted service level requirements for its customers are being met.

What should a consultant configure to meet this requirement?

Options:

A.  

Entitlement processes, contract line items, milestone, and entitlements

B.  

Entitlement processes, milestones, milestone actions, and entitlements

C.  

Entitlement processes, contracts, contract line items, and entitlements

Discussion 0
Questions 14

The service team members at Cloud Kicks (CK) are struggling to collaborate with each other on Cases. CK also uses Slack internally.

What should the consultant recommend?

Options:

A.  

Enable and configure Swarming in Slack.

B.  

Create a case team workspace in Slack.

C.  

Configure a case notification Slackbot.

Discussion 0
Questions 15

Universal Containers (UC) is planning to launch a new product in the next two weeks. Executive leadership wants customer support to monitor social media platforms to intake cases.

Which solution should a consultant recommend to meet the requirement?

Options:

A.  

Implement an Apex solution.

B.  

Use a third-party app from AppExchange.

C.  

Use custom case assignment rules.

Discussion 0
Questions 16

Universal Healthcare aims to implement Agentforce Service Agent to assist patients' common inquiries and provide medication summaries. It should handle sensitive tasks such as confirming patient identity via email or phone before retrieving medical history.

How should the Service Cloud Consultant approach the Agentforce Service Agent's action configuration?

Options:

A.  

Employ standard topics and actions for general inquiries, and create custom topics and actions using Apex, Flow, or Prompt Builder for sensitive tasks.

B.  

Implement only custom actions for all patient interactions to ensure complete control over data privacy and security from the outset.

C.  

Utilize standard actions for all tasks, as they are pre-configured to handle sensitive data securely without additional setup and are industry best practices.

Discussion 0
Questions 17

Ursa Major Solar's support department would like to implement a process to ensure customers receive the appropriate support based on their service-level agreements (SLAs).

Which feature should the consultant configure as part of the implementation?

Options:

A.  

Milestones

B.  

Escalation Rule

C.  

Scheduled Flow Action

Discussion 0
Questions 18

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?

Options:

A.  

Create a folder for each product line and share them with public groups.

B.  

Set the organization-wide default to Private and create sharing rules to share them with roles.

C.  

Add a permission set for Read access to the appropriate product line.

Discussion 0
Questions 19

A Service Cloud Consultant is working with a telecommunications client. The client aims to improve first-contact resolution by 30% through implementing new case automation and Agentforce Service Agent. The client expects the changes to enhance customer satisfaction but is concerned about adoption and system complexity.

What should the consultant do first to help manage concerns and align expectations?

Options:

A.  

Develop a detailed Agentforce Service Agent configuration plan with automated case routing rules and escalation paths, then validate technical requirements with the IT team.

B.  

Conduct a risk register focusing on technical challenges, user adoption barriers, and impact on existing workflows while engaging key stakeholders early.

C.  

Recommend postponing the project until all technical requirements are finalized, then create a comprehensive change management strategy for user adoption.

Discussion 0
Questions 20

A growing retail company wants to modernize its legacy on-premises contact center, which is costly, hard to scale, and lacks support for new digital channels. The company wants to reduce overhead, scale easily during seasonal spikes, and give service reps real-time customer insights.

What should a Service Cloud Consultant recommend?

Options:

A.  

Build a custom Experience Cloud solution and integrate with external telephony providers using APIs.

B.  

Deploy Salesforce Contact Center with Amazon Connect to unify voice, chat, and case management in the cloud with real-time insights.

C.  

Extend legacy systems using Omni-Channel, Live Agent, and a third-party CTI to add new digital channels over time.

Discussion 0
Questions 21

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.

Which solution should a consultant recommend?

Options:

A.  

Use Data Loader periodically to assign these cases to a default owner.

B.  

Create a case validation rule to ensure cases are owned by a user when closed.

C.  

Create a case assignment rule to ensure cases are owned by a user when closed.

Discussion 0
Questions 22

The call center manager at Universal Containers wants to generate daily reports to monitor agent productivity trends.

Which primary object should a consultant select to create a new Omni-Channel report type?

Options:

A.  

Agent Detail

B.  

Agent Work

C.  

Assigned Work

Discussion 0
Questions 23

Service agents need to send emails with attachments to customers based on the case details.

Which Lightning Service Console feature should a consultant use to meet the requirement?

Options:

A.  

Lightning Knowledge

B.  

Quick text template

C.  

Custom case actions

Discussion 0
Questions 24

A travel agency wants to offer self-service for customers, so that customers can create new travel reservations and modify existing bookings. These tasks often require integration with external booking systems and adherence to unique business logic.

Options:

A.  

Agentforce for Service Agent combined with Einstein Bots to complete specific tasks.

B.  

Agentforce for Service Agent with custom topics and custom actions.

C.  

Custom Screen Flows that walk the customer through the reservation and booking process.

Discussion 0
Questions 25

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?

Options:

A.  

Experience Cloud with payment processing

B.  

Einstein Bots with check processing

C.  

Service Cloud Voice with Tele-pay

Discussion 0
Questions 26

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?

Options:

A.  

Chatter

B.  

Omni-Channel Supervisor

C.  

Flow Orchestrator

Discussion 0
Questions 27

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.

Options:

A.  

Use a trigger to automatically create a new article.

B.  

Develop a globally-shared macro to create a new article.

C.  

Create a Quick Action to map case fields to a new article.

Discussion 0
Questions 28

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.

Options:

A.  

Maintenance Plans

B.  

Milestones

C.  

Service Contracts

Discussion 0
Questions 29

Universal Containers wants to allow customers to send messages to agents in Service

Console via their preferred mobile app.

Which feature should a consultant recommend?

Options:

A.  

Einstein Bots

B.  

OmniStudio

C.  

Messaging

Discussion 0
Questions 30

Cloud Kicks plans to use case teams to help collaborate on difficult issues. Support agents can use predefined case teams to add specialists on a case. Specialists need to be able to view cases

and add related records to the case.

What is the recommended level of case access for the Case Team role?

Options:

A.  

Territory Rule

B.  

Read-Only

C.  

Private

Discussion 0
Questions 31

Universal Containers wants to provide its resellers a secure portal where they can share their customer accounts, submit and track the status of their cases, and view reports and dashboards.

Which solution should a consultant recommend?

Options:

A.  

Employee Community

B.  

Partner Experience site

C.  

Customer Experience site

Discussion 0
Questions 32

A consultant has been hired to integrate a client's phone system with the Service Console.

What is the consultant required to do during this integration?

Options:

A.  

Enable the Lightning Console.

B.  

Configure the CTI Adapter.

C.  

Add the utility bar to the app.

Discussion 0
Questions 33

Cloud Kicks needs to onboard new employees and deliver new hire training more efficiently.

This includes providing access to job information such as benefits, internal job openings, and

mandatory employee training.

What should the consultant recommend to meet the requirements?

Options:

A.  

Trailhead

B.  

Einstein Next Best Action

C.  

Experience Cloud site

Discussion 0
Questions 34

Ursa Major Solar provides support with service-level agreements (SLAs) for high-priority

cases. Lower Priority cases have different response times. The service center uses Omni-Channel to

manage work items. However, many recently created, high-priority cases exceed the service

deadline.

Which setting should a consultant configure to meet the requirements?

Options:

A.  

Skills-Based Routing

B.  

Capacity Model

C.  

Secondary Routing Priority

Discussion 0
Questions 35

Cloud Kicks (CK) often needs to seek assistance within its organization to resolve cases with

its customers. Sometimes, CK needs partners to engage as well. CK wants a solution that is the most

effective for case communication while documenting the conversation history.

Which feature should the consultant recommend to meet the requirement?

Options:

A.  

Use Slack for Service for Case Swarming.

B.  

Send Email Quick Action to loop in the stakeholders.

C.  

Use child Cases to interact with the partner.

Discussion 0
Questions 36

Cloud Kicks uses Einstein Next Best Action to help service agents when working on a

customer case. Multiple service agents work on the same case.

What should a consultant configure to show service agents when items were started, paused,

resumed, and completed?

Options:

A.  

Case History related list

B.  

Actions & Recommendations component

C.  

Activity analytics tab

Discussion 0
Questions 37

Universal Containers wants to add functionality to its Service Cloud implementation so

customers are able to add digital files to case records.

Which functionality should a consultant recommend to meet these requirements?

Options:

A.  

Email-to-Case

B.  

Web-to-Case

C.  

Slack Connect

Discussion 0
Questions 38

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 their behalf. support team on

What should a consultant recommend to meet the requirement?

Options:

A.  

A sharing set to grant the Experience Cloud site user access to records associated to their Contact record

B.  

A sharing rule to ensure record access is granted based on the Experience Cloud site user role hierarchy

C.  

An organization-wide default of Public Read/Write on the Case object

Discussion 0
Questions 39

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?

Options:

A.  

Develop custom Knowledge reports and dashboards.

B.  

Create a review board to evaluate and manage Knowledge articles.

C.  

Install the Knowledge Base Dashboards & Reports AppExchange package.

Discussion 0
Questions 40

Which approach should a consultant use to ensure that Lightning Knowledge searches only display articles for a service agent's product

specialization?

Options:

A.  

Create a data category for each product. Assign data categories to service agents.

B.  

Create an article action for each record type. Assign record types to service agents.

C.  

Create a permission set for each record type. Assign permissions to service agents.

Discussion 0
Questions 41

Universal Containers wants to direct cases based on the same criteria it applies to Messaging for In-App and Web (MIAW).

Which feature should a consultant recommend?

Options:

A.  

Omni-Channel Routing

B.  

Milestones & Entitlements processes

C.  

Case Assignment rules

Discussion 0
Questions 42

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 Service Cloud Consultant recommend that UC's Salesforce Admin do in this scenario?

Options:

A.  

Postpone the release to the production org so the team can finish the project before the release is deployed.

B.  

Disable updates to the sandbox so the team can continue using the solution without the updates from the release.

C.  

Conduct testing in a preview sandbox so the team can adjust features that will be affected by the release.

Discussion 0
Questions 43

Universal Containers (UC) recently expanded sales to Mexico and Canada. UC wants OmniChannel to route cases to agents who speak the customer's preferred language and have the right

knowledge to solve the issue.

Which solution should a consultant recommend to meet the requirements?

Options:

A.  

Configure Omni-Channel Skills-based Routing.

B.  

Configure Case Assignment rule and Omni-Channel Supervisor.

C.  

Configure Omni-Channel Queue-Based Routing.

Discussion 0
Questions 44

Support supervisors at Cloud Kicks want to view key performance indicators (KPIs) and see graphs and data about their Service Cloud Voice contact centers.

How can they track call volume, average handle time, average speed to answer, and more metrics?

Options:

A.  

Use the Service CRM Analytics app.

B.  

Create a custom dashboard with reports on cases and service rep work.

C.  

Install a Service Cloud Reports package from the AppExchange.

Discussion 0
Questions 45

Cloud Kicks has recently implemented two-way mobile messaging to increase the efficiency

of the support team. The company uses key performance indicators (KPIs) to measure the success of

the implementation.

Which metric should a consultant use to measure the effectiveness of two-way mobile messaging?

Options:

A.  

Average Handle Time

B.  

Reduced Call Volume

C.  

Total Open Cases

Discussion 0
Questions 46

What is a consideration when adding a report chart to a Page Layout or a Lightning Record Page?

Options:

A.  

The report must be used on a Dashboard.

B.  

The report must have a standard Report Type.

C.  

The report must contain a chart.

Discussion 0
Questions 47

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.

What is the recommended feature to meet the requirement?

Options:

A.  

Create sensitive data rules.

B.  

Enable Assistance Flag Configuration setting.

C.  

Create an IP blocking rule.

Discussion 0
Questions 48

A consultant is advising Cloud Kicks on developing call center metrics to measure service rep productivity based on a combination of quality and practical metrics.

Which key performance indicator (KPI) usually points to high customer satisfaction?

Options:

A.  

Knowledge article creation rate

B.  

First Contact Resolution

C.  

Self-help case deflection

Discussion 0
Questions 49

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.

What should the consultant recommend to meet the requirement?

Options:

A.  

Slack Connect

B.  

Service GPT

C.  

Einstein Bots

Discussion 0
Questions 50

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.

Which solution should the consultant recommend?

Options:

A.  

Create a new Case record type.

B.  

Enable Feed Tracking.

C.  

Install an AppExchange app.

Discussion 0
Questions 51

Universal Containers (UC) has Service Cloud Voice. UC occasionally experiences surges in call volume. Leadership would like to see the impact of surges on internal metrics.

Which key performance indicator (KPI) should the consultant report on to meet the requirement?

Options:

A.  

First call resolution and cases per hour

B.  

After call work time and customer effort score

C.  

Abandon rate and average speed to answer

Discussion 0
Questions 52

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.

Which solution should a consultant recommend to meet this requirement?

Options:

A.  

Create a sharing rule for each division to provide access using the role hierarchy.

B.  

Create a sharing rule for each division to provide access based on the article category.

C.  

Create a single data category group for each division and provide access using the role hierarchy.

Discussion 0
Questions 53

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?

Options:

A.  

Configure and activate Duplicate Management.

B.  

Grant "View All Data" and instruct them to search.

C.  

Implement Apex triggers for Contact.

Discussion 0
Questions 54

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.

Which feature should a consultant recommend to address this requirement?

Options:

A.  

Reports and Dashboards

B.  

Entitlements and Milestones

C.  

Service Contracts

Discussion 0
Questions 55

Cloud Kicks is planning to provide different levels of support to customers in order to ensure its agents are working within the

confines of the service-level agreements (SLAs).

Which feature should the consultant consider?

Options:

A.  

Entitlements

B.  

Case Management

C.  

Service Contracts

Discussion 0
Questions 56

Universal Containers wants Salesforce to suggest Knowledge articles to agents based on

information about the case.

Which solution should a consultant recommend?

Options:

A.  

Add the Knowledge object to global search objects.

B.  

Add the Knowledge component on the case Lightning record page.

C.  

Add the Knowledge related list to the case page layout.

Discussion 0
Questions 57

Universal Containers wants to provide a more consistent service experience to its customers and is evaluating using macros.

Which prerequisite should the consultant consider?

Options:

A.  

Publisher actions are on the page layout.

B.  

All users have permission to create macros.

C.  

The Lightning page contains the Run Macros action.

Discussion 0
Questions 58

Universal Containers (UC) has deployed a call center using open CTI. Call center agents are organized into four groups reflecting UC's four different product lines. Each group's manager would like a report on their agents’ daily call volume, including related case and contact information.

How should the consultant recommend the report be created?

Options:

A.  

Build a report on Products with Activities grouped by owner.

B.  

Create a Custom Report type with Activities as the primary object.

C.  

Customize the My Team's Calls This Week standard report.

Discussion 0
Questions 59

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.

Which solution should a consultant recommend for integration?

Options:

A.  

Utilize Apex with integrated External Objects.

B.  

Utilize an AppExchange integration package.

C.  

Utilize MuleSoft to integrate the systems.

Discussion 0
Questions 60

Universal Containers is considering a Knowledge-Centered Support (KCS) implementation.

Which benefit can be expected from KCS adoption?

Options:

A.  

Reduced administrative overhead

B.  

Reduced need for self-service

C.  

Reduced issue resolution time

Discussion 0
Questions 61

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?

Options:

A.  

Use a change set.

B.  

Re-create them manually.

C.  

Use Salesforce Workbench.

Discussion 0
Questions 62

Universal Containers (UC) needs to implement Service Cloud Voice. UC wants to protect its customers' sensitive data and ensure their privacy. UC also wants to use Voice calls for training purposes.

What should the consultant recommend?

Options:

A.  

Use Sensitive Data Rules to set Sharing Settings for the Voice Call record for the agent and the record owner.

B.  

Use Sensitive Data Rules to automatically mask sensitive information in Transcripts and Voice Call data.

C.  

Use Sensitive Data Rules to allow agents to Pause and Resume Voice Call recordings while sensitive information is exchanged.

Discussion 0
Questions 63

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.

What should a consultant recommend to automate the Approval Process?

Options:

A.  

Update the Approval Process to Auto-launch.

B.  

Create a Lightning Web Component action for Approval Process.

C.  

Create an autolaunched Flow.

Discussion 0
Questions 64

Cloud Kicks wants to standardize its service key performance indicators (KPIs) for response time and first case closure rates. Individual service reps, team leaders, regional directors, and the VP of service should see the same KPIs calculated using only the data the user can access.

What is the recommended running user to meet the requirements?

Options:

A.  

Dashboard viewer

B.  

VP of service

C.  

Team leaders

Discussion 0
Questions 65

What should a consultant consider when implementing Salesforce Messaging functionality in a new Service Cloud instance?

Options:

A.  

It should be routed via Omni-Channel.

B.  

It is incompatible with Einstein Bots.

C.  

It should be deployed with Experience Builder.

Discussion 0
Questions 66

Universal Containers’ leadership wants to reduce the level of effort required to get the right people involved to resolve service issues more quickly.

What should the consultant recommend to distribute cases?

Options:

A.  

Create queues with support agents and use assignment rules.

B.  

Predefine case teams and use assignment rules.

C.  

Configure Web-to-Case and use assignment rules,

Discussion 0
Questions 67

Cloud Kicks uses Einstein Next Best Action to help service reps when working on a customer case. Multiple service reps work on the same case.

What should a consultant configure to show service reps when items were started, paused, resumed, and completed?

Options:

A.  

Activity analytics tab

B.  

Case History related list

C.  

Actions & Recommendations component

Discussion 0
Questions 68

Support reps at Cloud Kicks handle three unique types of customer issues. Support rep turnover is high, so there are many inexperienced reps on the front lines. Management would like a way for all reps to gather information relevant to the specific issue in a user-friendly interface and ensure Einstein Next Best Action is displayed.

Following best practices, how should the admin configure Service Cloud to meet these requirements?

Options:

A.  

Use the Actions & Recommendations component to launch flows.

B.  

Create a Lightning record page for each record type.

C.  

Define page layouts, record types, and support processes.

Discussion 0
Questions 69

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?

Options:

A.  

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

C.  

Detailed CTI analytics reports, such as wait times and handle times, to review individual agent performance

Discussion 0
Questions 70

As part of a service improvement project, Cloud Kicks (CK) has implemented Knowledge

management for its support agents. Several months after the implementation, CK management

notices an inconsistency in reported customer satisfaction. Key performance Indicators (KPIs) show a

decrease; however, many customers have provided testimonials about great support experiences.

Which KPI could help explain the disparity?

Options:

A.  

Measure cases with and without articles attached with high CSAT scores.

B.  

Measure cases with and without articles attached with high net promoter scores (NPS),

C.  

Measure cases with and without articles attached based on case status.

Discussion 0
Questions 71

The support manager at Universal Containers wants to measure first-call resolution by channel, agent, and calendar month.

Which reporting solution should the consultant recommend?

Options:

A.  

Create a report using Grouping.

B.  

Create a reporting snapshot.

C.  

Create a joined report.

Discussion 0
Questions 72

Universal Containers (UC) has hired a consulting firm to implement Service Cloud for its

contact center for the first time. The project requires quick iterations and speedy completion. UC has

requested frequent updates from the project team for check-ins and refinement.

Which methodology should the consultant recommend given the requirements?

Options:

A.  

Waterfall

B.  

Hybrid

C.  

Agile

Discussion 0
Questions 73

A large retail company wants to optimize its customer service operations by using AI to analyze conversation transcripts across all service channels. The goal is to extract common contact reasons, predict customer sentiment, and deliver personalized recommendations to service reps during live interactions.

Which solution should a Service Cloud Consultant use to meet these requirements?

Options:

A.  

Use Einstein Article Recommendations to suggest knowledge articles based on historical case topics, and enable Chat Transcripts for service rep review.

B.  

Use Data Cloud to unify transcript metadata, loyalty, and service data to generate calculated insights and sentiment-based recommendations for service reps and supervisors.

C.  

Enable Omni-Channel and use Service Analytics dashboards to monitor volume and service rep activity across channels in real time.

Discussion 0
Questions 74

An Agentforce Service Agent needs to access and update Case records, retrieve information from Knowledge articles, and run flows to automate certain processes for unauthenticated customer sessions.

Options:

A.  

Use Organization-Wide Sharing Defaults (OWD) and filters at the topic/action level.

B.  

Use the "New Agent User" option and use principle of least privilege to apply specific permissions.

C.  

Grant the AI agent user the "System Administrator" profile for maximum compatibility.

Discussion 0
Questions 75

Universal Containers (UC) is considering replacing its traditional chatbot with Agentforce Service Agent to enhance customer engagement. Its current bot frequently struggles with understanding follow-up questions and maintaining context across a multi-turn conversation, leading to frustrated customers.

What core capability of Agentforce Service Agent directly addresses UC's challenge?

Options:

A.  

Trained natural language models (NLMs) to interpret the most recent user input.

B.  

A rigid, declarative dialog system that requires predefined conversation flows for every interaction.

C.  

Generative AI to understand human language and maintain context across entire conversations.

Discussion 0
Questions 76

Cloud Kicks support agents are getting too many emails due to case ownership changes.

What should the admin recommend to solve the issue?

Options:

A.  

Create a screen flow to change the case owner and bypass the new ownership email.

B.  

Uncheck the "Notify Case Owners when Case Ownership Changes" checkbox in Support Settings.

C.  

Instruct users to uncheck the "Send notification email" checkbox when changing the owner.

Discussion 0
Questions 77

Cloud Kicks (CK) recently implemented Knowledge-Centered Support (KCS) to improve the expertise of its agents. The pilot focused on creating articles for the most common support topics. After the pilot, customer satisfaction has improved and average call time has decreased. To continue improving support key performance indicators (KPIs), CK wants to know where to focus its efforts next.

What should a consultant recommend that CK do next?

Options:

A.  

Allow agents to create and publish articles independently.

B.  

Use the Search Activity Gaps dashboard component.

C.  

Detach articles from cases to reset statistics.

Discussion 0
Questions 78

Cloud Kicks uses Omni-Channel to route calls, chats, and cases to agents. The contact center manager wants to improve the team’s ability to prioritize time-sensitive work while continuing to handle their long-running work.

Which feature should a consultant recommend?

Options:

A.  

Skills-Based Routing

B.  

Interruptible Capacity

C.  

Omni-Channel Supervisor

D.  

Secondary Routing Priority

Discussion 0
Questions 79

In the build phase of a Service Cloud implementation for Universal Containers, which activity should a consultant prioritize to ensure the system aligns with the client's business processes and requirements?

Options:

A.  

Configure, develop, and test the application in a sandbox environment.

B.  

Develop training materials after configuring the application to prepare for user adoption.

C.  

Migrate data to the sandbox environment and verify successful migration.

Discussion 0
Questions 80

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?

Options:

A.  

Conduct a discovery session with the stakeholder to ensure the voice and tone of the bot meet the required healthcare compliance standards.

B.  

Create a bot in the production org and use the information captured in Conversation Logs to confirm that no healthcare data was discussed.

C.  

Share Information about bot security, availability, and confidentiality of healthcare data found on Salesforce Trust and Einstein Platform Compliance.

Discussion 0
Questions 81

Universal Containers wants to help customers resolve issues by browsing Knowledge

articles and submitting a case if they need more Information.

What should the consultant recommend to meet the requirements?

Options:

A.  

Enable Chat in an Experience Cloud site.

B.  

Create a self-service help Center

C.  

Allow comments on Knowledge articles.

Discussion 0
Questions 82

Cloud Kicks uses Omni-Channel to route cases to service reps based on location. At times, certain locations are over capacity while other locations have available capacity. Managers would like the ability to respond to these situations.

What should a consultant recommend as a solution?

Options:

A.  

Use Omni-Channel Skills-Based Routing to expedite case resolution.

B.  

Configure an Overflow Assignee in Omni-Channel Routing.

C.  

Use Omni Supervisor to change reps' queues.

Discussion 0
Questions 83

Universal Container's support department wants to ensure its AI agents' responses consistently reflect the company's brand voice and preferred communication style, while also being explicitly instructed on what types of responses to avoid. This level of control is crucial for maintaining brand consistency in customer interactions.

What would be the most appropriate use of AI agents to address this requirement?

Options:

A.  

Einstein Bot to have a well-defined conversation structure.

B.  

Agentforce Service Agent with custom topic instructions.

C.  

Agentforce Service Agent with standard topics and instructions.

Discussion 0
Questions 84

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?

Options:

A.  

Milestones

B.  

Service Contracts

C.  

Maintenance Plans

Discussion 0
Questions 85

A recent review of customer satisfaction surveys revealed that the support center does a poor job of upselling new products to

customers. Customers report dissatisfaction when calling for service issues and receiving a sales pitch instead. However, customers that

have been upsold new products are two times more likely to remain a customer.

What is the recommended method to ensure upselling only occurs when customers are likely to be receptive to the offer?

Options:

A.  

Einstein Next Best Action

B.  

Service Analytics Predictions

C.  

Visual Remote Assistant

Discussion 0
Questions 86

A Service Cloud Consultant has deployed a new Agentforce Service Agent. The AI agent is not receiving messages.

Which steps did the consultant most likely miss in the configuration process?

Options:

A.  

Editing the Omni-Channel Flow to route the conversation to the new AI agent.

B.  

Configuring the standard Escalation Topic and actions in Agent Builder.

C.  

Assigning the new AI agent in Embedded Messaging chat component in Experience Cloud site.

Discussion 0
Questions 87

A recent analysis of cases at Cloud Kicks (CK) revealed a high percentage of simple cases, such as password resets and order inquiries. CK wants to provide customer self-service via web, SMS, Facebook Messenger, and WhatsApp.

What should the consultant recommend to handle the new cases?

Options:

A.  

Implement Case Swarming.

B.  

Implement Einstein Bots.

C.  

Implement Skills-Based Routing.

Discussion 0