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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 Oct 15, 2025
Total Questions : 197

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Questions 1

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?

Options:

A.  

Focus on scalability for handling high inquiry volume.

B.  

Work on integrating with social media platforms.

C.  

Emphasize continuous monitoring of chat.

Discussion 0
Questions 2

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?

Options:

A.  

Path for Cases

B.  

Escalation Rules

C.  

Einstein Next Best Action

Discussion 0
Questions 3

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 4

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 5

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 6

Universal Containers (UC) is implementing Service Cloud. UC needs to reduce total case volume and the average amount of time spent by agents on cases.

Which solution meets these requirements?

Options:

A.  

Use escalation rules to move cases into the correct status. Create reports to monitor service-level agreement (SLA) adherence.

B.  

Enable agent chat functionality for customers. Disable the ability to log a case from the Experience Cloud site.

C.  

Publish Knowledge articles to the Experience Cloud site, Enable the attachment of articles upon case closure.

Discussion 0
Questions 7

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?

Options:

A.  

Define entitlements and milestones.

B.  

Enable and configure Omni-Channel routing.

C.  

Implement Lightning flow with time-based actions.

Discussion 0
Questions 8

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.

Which best practice will help UC meet its SLA?

Options:

A.  

Assign cases to queues and use Escalation Rules to escalate cases that remain unassigned to an agent within 1 hour.

B.  

Use Flow Builder to assign a task to all members of a queue if a case remains unassigned to any agent within 1 hour.

C.  

Use case auto-response rules to send an email to support managers within 1 hour of case creation.

Discussion 0
Questions 9

A manager would like information on which Knowledge articles are used most often by call center agents.

Which report should a consultant use to identify the Knowledge articles that are used most often?

Options:

A.  

Knowledge articles with the most revisions

B.  

Knowledge articles with the highest ratings

C.  

Number of Knowledge articles attached to Cases

Discussion 0
Questions 10

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.

Which feature should a consultant recommend to meet these requirements?

Options:

A.  

Case teams

B.  

Case swarms

C.  

Account teams

Discussion 0
Questions 11

Universal Containers is getting ready to start User Acceptance Testing (UAT) for its customer service transformation project. The consultant has been asked where the testing should occur. The business users and stakeholders need an environment that can support 60 days of UAT and includes representative data from production.

Which environment type should the consultant recommend?

Options:

A.  

Partial Copy Sandbox

B.  

Full copy sandbox

C.  

Developer Pro Sandbox

Discussion 0
Questions 12

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?

Options:

A.  

Review Assigned Work.

B.  

Review Queues Backlog.

C.  

Review Skills Backlog.

Discussion 0
Questions 13

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 14

Cloud Kicks provides telephone support to customers. When creating a case, service agents frequently enter shipping postal codes from various countries around the world.

What is the recommended method to ensure accurate data is entered?

Options:

A.  

Set up duplicate rule with matching rules.

B.  

Configure validation rule with VLOOKUP.

C.  

Create a cross-object formula.

Discussion 0
Questions 15

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 16

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.

Which feature should the consultant recommend?

Options:

A.  

Build a joined report.

B.  

Build a dashboard.

C.  

Build a custom report type.

Discussion 0
Questions 17

The customer' support team at Universal Containers (UC) has noticed a large increase in Case Resolution times recently. UC wants to use Einstein for Service to help agents locate the

relevant information more quickly.

Which feature should the consultant recommend?

Options:

A.  

Einstein Bots 27: B is correct answer

B.  

Einstein Article Recommendations

C.  

Einstein Reply Recommendations

Discussion 0
Questions 18

Universal Containers (UC) wants to improve customer satisfaction by diversifying its interaction channels. UC's goal is to enhance real-time communication and support.

Which interaction channel should the consultant suggest to UC?

Options:

A.  

Einstein Bots

B.  

Messaging In-app and Web (MIAW)

C.  

Experience Cloud sites

Discussion 0
Questions 19

Managers at Cloud Kicks often need to update the Case Type field for up to 75 cases at one time using list views.

Which Service Console productivity tool should a consultant recommend?

Options:

A.  

Run a macro on each case.

B.  

Use a mass Quick Action.

C.  

Use a keyboard shortcut.

Discussion 0
Questions 20

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 21

The Universal Containers product development team uses Service Cloud. UC has recently added its billing support team to its existing Service Cloud implementation. Upon reviewing the billing and product team's case lifecycles, the following statuses were documented:

• Billing support team: New, Under Review, In Progress, Blocked, Closed

• Product development team: New, Under Review, In Progress, Closed

How should a consultant configure Service Cloud to provide each team with the correct case lifecycle?

Options:

A.  

Create a Path widget to visualize each team's lifecycle.

B.  

Use dynamic forms to hide unnecessary options for each team's lifecycle.

C.  

Use Support Processes for each team's lifecycle.

Discussion 0
Questions 22

Cloud Kicks (CK) uses Service Cloud and Slack. For difficult cases, service agents want to

create a swarm in Slack to pull in experts from multiple CK departments.

What should the consultant recommend to an agent who wants to launch a Slack Swarm?

Options:

A.  

Escalation rules

B.  

Apex trigger

C.  

Quick Action

Discussion 0
Questions 23

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 24

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?

Options:

A.  

Create a batch integration process that runs hourly to pull all order updates into Salesforce

B.  

Create a dynamic action that launches the ERP system with a deep link to the order locator.

C.  

Use Salesforce Connect and External Objects to represent this information in Salesforce.

Discussion 0
Questions 25

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.

What should the consultant recommend?

Options:

A.  

Have customers search the Knowledge base for solutions.

B.  

Provide a toll-free customer support phone number.

C.  

Create an Experience Cloud site for customers.

Discussion 0
Questions 26

Universal Containers has technical support and general customer service teams that use unique Service Console applications.

Which configuration should a consultant use when deploying the console?

Options:

A.  

Assign the app to the User profile.

B.  

Assign a permission set granting the Service User license.

C.  

Assign the Service User license to their User record.

Discussion 0
Questions 27

Universal Containers (UC) provides customer support for two separate business groups. UC

requires that cases for each business group have different support processes and fields.

Which feature should a consultant implement to meet the requirement?

Options:

A.  

Omni-Channel

B.  

Record Types

C.  

Dynamic Forms

Discussion 0
Questions 28

Which advantage does Salesforce provide with the OpenCTI framework?

Options:

A.  

Developers can Integrate with any telephony platform available with minimal need for customization.

B.  

Agents can use telephony on a wide range of browsers and operating systems while only developing once.

C.  

Agents can run their softphone at the operating system level, embedded in the task bar or system tray.

Discussion 0
Questions 29

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 30

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?

Options:

A.  

Number of closed cases

B.  

Agent utilization

C.  

Deflection rate

Discussion 0
Questions 31

The contact center at Universal Containers wants to reduce call volume and resolution time within Service Cloud.

Which solution should a consultant recommend?

Options:

A.  

Email-to-Case

B.  

Chat with an agent

C.  

Knowledge base

Discussion 0
Questions 32

Universal Containers needs to provide contact center agents with access to a customer's payment history if the call concerns a

billing problem. The following considerations need to be taken into account:

* Billing data is stored in an external system containing over 20 million records.

* Only the finance department has direct access to the billing system.

Which solution should a consultant recommend?

Options:

A.  

Create a custom tab that displays a search page from the billing system.

B.  

Integrate payment data into Salesforce from the billing system using custom objects.

C.  

Configure Salesforce Connect and External Objects to the billing system.

Discussion 0
Questions 33

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 34

Universal Containers (UC) is ramping up its Knowledge program. UC has a robust analytics team that would like to report on trends in Knowledge Searching, User Activity, and Data Category Usage.

Which reporting solution should a consultant recommend?

Options:

A.  

Custom Report Types with Reports and Dashboards

B.  

Knowledge Base Reports and Dashboard Package Installation

C.  

Knowledge Dashboard Pack for CRM Analytics Installation

Discussion 0
Questions 35

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 36

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?

Options:

A.  

Data Category Visibility of All Categories provides Public Read-Only access.

B.  

Data Category Visibility of Custom overrides organization-wide default sharing access.

C.  

Data Categories no longer control access to articles.

Discussion 0
Questions 37

A consultant has been asked to advise Cloud Kicks (CK) on how to manage 5 years of case data so it is available to customers upon request.

Which feature will help CK users archive and access the case information from an External Object?

Options:

A.  

Salesforce Big Object

B.  

Salesforce connect

C.  

Salesforce Case History Object

Discussion 0
Questions 38

Cloud Kicks (CK) wants to provide its authenticated customers with a top-tier support

experience. CK Ants to allow asynchronous conversations, conversations across devices, and

Estimated Wait Time transparency. CK currently uses an external website to deliver its chat support

offering.

What should a consultant recommend to provide these newer capabilities?

Options:

A.  

Einstein Bots

B.  

Messaging for Web

C.  

AppExchange package

Discussion 0
Questions 39

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.

What should a consultant recommend to modify the Case Assignment rules?

Options:

A.  

Implement Einstein Article Recommendations.

B.  

Implement Skills-Based Routing.

C.  

Implement Queue-Based Routing

Discussion 0
Questions 40

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?

Options:

A.  

Gather organizational vision, map processes, plan metrics, and plan for user feedback.

B.  

Gather organizational vision, map processes, plan for user feedback, and define metrics.

C.  

Gather organizational vision, match appropriate metrics, plan for user feedback, and map processes.

Discussion 0
Questions 41

Service Console users work on dozens of cases at a time and often need to update a case they worked on earlier in the day.

What should a consultant recommend?

Options:

A.  

Add History to the Utility bar.

B.  

Create a custom dashboard.

C.  

Keep all cases open in tabs.

Discussion 0
Questions 42

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 43

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
Questions 44

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 45

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 46

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 47

The cost of providing contact center support has steadily increased. Universal Containers

wants to take cost-saving measures.

What should the consultant recommend?

Options:

A.  

Configure a self-service Knowledge Base.

B.  

Configure Skills-Based Routing for service channels.

C.  

Create auto-response templates for Case emails.

Discussion 0
Questions 48

To help service agents more accurately respond to a new case, Universal Containers wants a list of relevant Knowledge articles

displayed on the Case record page.

How should a consultant configure this requirement?

Options:

A.  

Add the Knowledge tab to the Service Console.

B.  

Add the Knowledge component to the Case record page.

C.  

Add the Knowledge related list to the Case record page.

Discussion 0
Questions 49

Universal Containers (UC) 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 article types for approval. UC wants to automate the Approval Process.

What should a consultant recommend to meet the requirement?

Options:

A.  

Use a record-triggered flow to determine when article approvals are needed.

B.  

Use a record-triggered flow to submit all articles for approval.

C.  

Use a scheduled action to determine when article approvals are needed.

Discussion 0
Questions 50

Universal Containers is using WhatsApp to provide support to customers in Service Console.

Agents would like to preview PDFs sent

by customers from the chat window.

What should a consultant recommend?

Options:

A.  

Ask the customer to send the PDF via email.

B.  

Use File Preview in the chat.

C.  

Download the PDFs from the chat.

Discussion 0
Questions 51

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?

Options:

A.  

Add images to an HTML file.

B.  

Ensure each image is less than 25 M

B.  

C.  

Change all images to JPEG files.

Discussion 0
Questions 52

Cloud Kicks has several hundred knowledge articles that span dozens of topics and cover a wide range of products, help articles, and trouble shooting ideas. The admin at Cloud Kicks is going to organize the knowledge articles into Data Categories.

What should the admin keep in mind when organizing articles?

Options:

A.  

There can be up to 10,000 data categories.

B.  

Data category hierarchy can have up to 10 levels.

C.  

Articles can have up to 8 data categories.

Discussion 0
Questions 53

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 54

Cloud Kicks wants to implement a solution that would hold service agents accountable for keeping customer service-level

agreements (SLAs).

Which feature should a consultant use to meet this request?

Options:

A.  

Service Contracts

B.  

Salesforce Survey

C.  

Entitlement process

Discussion 0
Questions 55

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 56

Universal Containers (UC) wants to implement Service Cloud using Agile methodology.

How should the consultant recommend delivering a successful implementation?

Options:

A.  

Generate continuous feedback from the project team, and adjust the requirements and deliverables accordingly.

B.  

Generate all of the requirements with UC executives and then develop the project schedule.

C.  

Finish all of the project requirements at once and deliver a complete solution.

Discussion 0
Questions 57

A service agent is in a messaging session with a customer. The customer abruptly stops responding after 30 minutes.

What should the agent do next?

Options:

A.  

End the messaging session with the customer.

B.  

Mark the messaging session as customer Inactive.

C.  

Leave the messaging session with the customer open.

Discussion 0
Questions 58

Cloud Kicks wants to offer its customers a more personalized, flexible service experience beyond emails, phone calls, and chatbots.

What should the consultant recommend to meet this requirement?

Options:

A.  

Social media

B.  

Messaging apps

C.  

Salesforce Knowledge

Discussion 0
Questions 59

The VP of Service at Cloud Kicks (CK) wants to enable Service Cloud users to access and generate reports using work order data stored in an enterprise data warehouse (EDW).

Which approach should the consultant recommend to streamline this process with minimal effort?

Options:

A.  

Create a Custom Object and utilize Data Loader to import work order data into Salesforce.

B.  

Use Salesforce Connect and External Objects to represent work order data in Salesforce.

C.  

Implement a batch integration process that runs every 15 minutes to synchronize work order data into Salesforce.

Discussion 0