nerdexam
Salesforce

CRT-261 · Question #188

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…

The correct answer is A. Enable lookup filters. Lookup filters can be used to restrict the Entitlements that service agents can select based on specific criteria, such as the account associated with the case. By enabling lookup filters, Cloud Kicks can ensure that agents are only presented with relevant entitlements…

Case Management

Question

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?

Options

  • AEnable lookup filters.
  • BConfigure a Quick Action.
  • CSet OWD sharing to Private.

How the community answered

(48 responses)
  • A
    77% (37)
  • B
    8% (4)
  • C
    15% (7)

Explanation

Lookup filters can be used to restrict the Entitlements that service agents can select based on specific criteria, such as the account associated with the case. By enabling lookup filters, Cloud Kicks can ensure that agents are only presented with relevant entitlements, reducing the risk of selecting incorrect entitlements and improving the support process's efficiency.

Topics

#entitlements#lookup filters#case management#account association

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