CRT-261 Exam Questions
189 real CRT-261 exam questions with expert-verified answers and explanations. Page 1 of 4.
- Question #1Sales Cloud and Service Cloud Applications
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 addit...
Experience Cloudself-service portalcustomer supportKnowledge base - Question #2Content Management
Case closure time at Cloud Kicks (CK) is too high although CK already enabled Knowledge Management. What should the consultant recommend to decrease case closure time?
Knowledge ManagementSuggested Articlescase closurearticle recommendations - Question #3Knowledge Management
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 produ...
quick textfolder sharingpublic groupsaccess control - Question #4Case Management
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 m...
case teamslist viewsproduct visibilitycase management - Question #5Contact Center Analytics
Using the Lightning Service Console, how can a contact center manager see which service agents are currently available to accept new cases?
Omni-Channel Supervisoragent availabilitycontact center monitoringreal-time visibility - Question #6Service Console
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 conso...
keyboard shortcutsService Consoleagent productivitynavigation - Question #7Reports and Analytics
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. W...
dashboardssnapshot reportingexecutive reportingcase trends - Question #8Case Management
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...
Slack integrationcase collaborationreal-time collaborationexpert swarming - Question #9Interaction Channels
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 leadershi...
Einstein Reply RecommendationsAI automationmessagingagent productivity - Question #10Knowledge Management
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. Wha...
Knowledge migrationimage filesarticle contentdata migration - Question #11Implementation Strategies
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 u...
requirements gatheringMVPimplementation planningprioritization - Question #12Implementation Strategies
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 leader...
sandbox previewSalesforce releasesrelease managementtesting - Question #13Service Console
Universal Containers has technical support and general customer service teams that use unique Service Console applications. Which configuration should a consultant use when deployi...
Service Console deploymentuser profilesapp assignmentmulti-team configuration - Question #14Intake and Interaction Channels
What should a consultant recommend to ensure chat requests contain sufficient information for service agents to respond effectively?
pre-chat formchat channelintake configurationagent preparation - Question #15Knowledge Management
Which approach should a consultant use to ensure that Lightning Knowledge searches only display articles for a service agent's product specialization?
data categoriesKnowledge searcharticle filteringproduct specialization - Question #16Contact Center Analytics
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 investi...
Skills BacklogOmni-Channel routingmultilingual supportskills-based routing - Question #17Knowledge Management
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...
data categoriespublic knowledge basearticle organizationKnowledge Management - Question #18Knowledge Management
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 resp...
quick texttranslationsfolder sharingmultilingual support - Question #19Case Management
Universal Containers wants to notify support managers when a new case has been untouched for more than 2 business hours. Which approach should a consultant implement?
escalation rulesbusiness hourscase notificationscase management - Question #20Case Management
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?
Slackcase collaborationcase teamsswarming - Question #21Contact Center Analytics
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 consulta...
agent utilizationworkforce managementcapacity planningcontact center metrics - Question #22Service Cloud Solution Design
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 Co...
entitlementsservice contractssupport levelssolution design - Question #23Case Management
Support agents at Universal Containers are entering customer contact information in multiple ways. Management is concerned about the high likelihood of duplicate customer contact i...
Duplicate ManagementContact recordsdata qualitydeduplication - Question #24Interaction Channels
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 capab...
Einstein Botsmessagingcustomer feedbackautomation - Question #25Knowledge Management
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...
Lightning Knowledgearticle managementagent efficiencyknowledge component - Question #26Intake and Interaction Channels
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 intera...
Messaging In-app and Webreal-time communicationinteraction channelsMIAW - Question #27Knowledge Management
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 user...
Knowledge articlesapproval processpublishingarticle visibility - Question #28Implementation Strategies
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 de...
sandbox strategydeployment pathdevelopment lifecycleALM - Question #29Case Management
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 troubleshoo...
Path for Casescase escalationtier routingtroubleshooting progress - Question #30Case Management
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...
case validation rulecase ownershipqueue managementdata accuracy - Question #31Case Management
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...
Omni-Channel Supervisorrouting validationOmni-Channel debuggingskills routing - Question #32Interaction Channels
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 communicati...
Lightning DialerDo Not Callcommunication preferencescontact management - Question #33Intake and Interaction Channels
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 meth...
Einstein Botsself-serviceecommerceautomated support - Question #34Case Management
Universal Containers implemented Case Management to support business-to-consumer (B2C) customers. One custom field includes the customer's Personal Identifiable Information (PII) d...
field-level securityCase TeamPII dataaccess control - Question #35Integration and Data Migration
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 t...
data deduplicationdata migrationdata qualitypre-import cleansing - Question #36Case Management
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 creati...
SLA managementEscalation Rulescase queuescase ownership - Question #37Intake and Interaction Channels
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...
Embedded Chathold time reductionlive supportcustomer satisfaction - Question #38Interaction Channels
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 cust...
IP blockingchat moderationabusive userschat security - Question #39Service Console
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 recomm...
mass Quick Actionlist viewsService Console productivitybulk update - Question #40Reports and Analytics
How should a consultant configure a report that shows the average number of days that Cases stay open?
case age formulareportscase durationaverage metrics - Question #41Case Management
Cloud Kicks (CK) wants to explore having a full Incident Management, Swarming, and Change Management process to provide a foundation for its auditing and governance needs. CK also...
Incident Managementflow orchestrationWork Guideschange management - Question #42Case Management
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...
Skills-based RoutingOmni-Channelmultilingual supportagent skills - Question #43Reports and Analytics
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 h...
Dynamic Dashboardsrole hierarchyregional reportingscalability - Question #44Case Management
Universal Containers (UC) wants to improve case management by assigning cases to agents based on their relevant product specialization. UC also wants to automatically assign agents...
Omni-Channelmost available routingworkload distributioncase assignment - Question #45Contact Center Analytics
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...
wait time reductionpeak time analysisworkforce planningcontact center metrics - Question #46Service Console
A recent work task analysis for a service center revealed that service agents perform the same steps when closing a case and sending a survey through email. These steps take around...
Macroscase closure automationagent efficiencysurvey - Question #47Case Management
Universal Containers wants to offer its customers interactive chat as well as case processing. The same team of service agents will be handling both types of communication from cus...
Omni-Channelcapacity managementchatmultichannel routing - Question #48Intake and Interaction Channels
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?
Messagingmobile channelsService Consolecustomer communication - Question #49Knowledge Management
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...
Trailheademployee onboardingtraining deliveryknowledge access - Question #50Integrations
Which advantage does Salesforce provide with the OpenCTI framework?
OpenCTItelephony integrationbrowser compatibilitysoftphone