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CRT-101 · Question #90

Support agent at Cloud Kicks are spending too much time finding resources to solve cases. The agents need a more efficient way to find documentation and similar cases from the Case page layout. How…

The correct answer is C. Direct users to Global Search to look for similar cases. Note: The listed answer is C, but the correct answer is D. Salesforce Knowledge (D) allows administrators to create searchable articles (how-to guides, FAQs, troubleshooting steps) organized by data categories, which can be surfaced directly on the Case page layout via the…

Productivity and Collaboration

Question

Support agent at Cloud Kicks are spending too much time finding resources to solve cases. The agents need a more efficient way to find documentation and similar cases from the Case page layout. How should an administrator meet this requirement?

Options

  • ACreate a custom object to capture popular case resolutions.
  • BUse an interview flow to capture Case details.
  • CDirect users to Global Search to look for similar cases.
  • DConfigure Knowledge with articles and data categories.

How the community answered

(57 responses)
  • A
    9% (5)
  • B
    4% (2)
  • C
    82% (47)
  • D
    5% (3)

Explanation

Note: The listed answer is C, but the correct answer is D. Salesforce Knowledge (D) allows administrators to create searchable articles (how-to guides, FAQs, troubleshooting steps) organized by data categories, which can be surfaced directly on the Case page layout via the Knowledge sidebar or related list. Agents can find and attach relevant articles without leaving the Case record, dramatically improving efficiency. Global Search (C) requires agents to navigate away from the Case record to search manually, which does not improve efficiency from within the Case page layout. A custom object for resolutions (A) requires significant custom development and lacks the built-in case-surfacing capability of Knowledge. An Interview Flow (B) is for collecting structured data input, not for surfacing documentation.

Topics

#Global Search#Agent Productivity#Case Management#Information Retrieval

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