CRT-261 Exam Questions
189 real CRT-261 exam questions with expert-verified answers and explanations. Page 2 of 4.
- Question #51Service Console
Universal Containers (UC) has created a new partner onboarding process that requires an agent to create 10 open activities that correlate to a step of the onboarding experience. UC...
Macrosactivity creationpartner onboardingprocess automation - Question #52Case Management
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?
EntitlementsmilestonesSLA managemententitlement processes - Question #53Knowledge Management
Which Salesforce resource can be attached to a customer email using standard Case Management capabilities?
Knowledge articlesEinstein article suggestionsemail case managementattachments - Question #54Implementation Strategies
Universal Containers is implementing Service Cloud to make the workflow more efficient and improve customer support. When setting up Service Cloud, which aspect is crucial to ensur...
Service Cloud setupuser interfaceagent workspacecustomer data access - Question #55Reports and Analytics
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?
joined reportsfirst-call resolutionmulti-group reportingcontact center metrics - Question #56Case Management
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...
Slack SwarmQuick Actioncase escalationcollaboration - Question #57Knowledge Management
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...
self-service portalKnowledge articlesExperience Cloudcase deflection - Question #58Industry Knowledge
What is a common deflection technique to reduce the number of interactions for a contact center?
case deflectionKnowledge articleschat pre-sessionself-service - Question #59Intake and Interaction Channels
Universal Containers wants to automate the process of case creation. While conducting a business process review, the consultant learned that customers sometimes upload digital pict...
Email-to-Casecase creation automationemail attachmentsdigital pictures - Question #60Implementation Strategies
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 s...
project planning methodologyorganizational visionmetrics planningimplementation order - Question #61Industry Knowledge
An organization has requested guidance on how to delete customers' personal data when they are no longer associated with the company to stay compliant with global data protection a...
data privacyGDPR compliancepersonal data deletiondata protection - Question #62Implementation Strategies
Cloud Kicks' development team must manage multiple projects that compete for limited resources. The team needs to change directions often and start urgent work quickly. Which step...
implementation methodologydesign phasebuild phaseproject lifecycle - Question #63Intake and Interaction Channels
Universal Containers (UC) is configuring a self-service page for customers to find Knowledge articles and create cases. UC has recently requested that an Einstein Bot be placed on...
Einstein Botbusiness hourslive agent routingself-service - Question #64Knowledge Management
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 t...
Einstein Article Recommendationsagent productivityEinstein for Serviceknowledge - Question #65Case Management
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. Whi...
entitlementsmilestonesSLAcase lifecycle - Question #66Knowledge Management
A company is planning for the migration of an existing external knowledge base into Salesforce Knowledge. Which set of factors should be considered when selecting the articles to m...
knowledge migrationarticle selectionlast modified datearticle views - Question #67Contact Center Analytics
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 ne...
Omni-ChannelAgent Workreport typeagent productivity - Question #68Case Management
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 sho...
service contractsExperience Cloudresponse timescustomer portal - Question #69Intake and Interaction Channels
Metrics show that Universal Containers has a high call abandonment rate using Service Cloud Voice. Which strategy should a consultant recommend?
Service Cloud Voicecall abandonmentself-service deflectionKnowledge Base - Question #70Knowledge Management
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 ne...
KnowledgeQuick Actioncase closurearticle creation - Question #71Case Management
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. Wh...
Record Typessupport processmulti-businesscase fields - Question #72Interaction Channels
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 Est...
Messaging for Webasynchronous messagingEstimated Wait Timemulti-device - Question #73Implementation Strategies
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 complet...
Agileproject methodologyimplementationiterations - Question #74Industry Knowledge
The cost of providing contact center support has steadily increased. Universal Containers wants to take cost-saving measures. What should the consultant recommend?
self-servicecost reductionKnowledge Basecall deflection - Question #75Intake and Interaction Channels
Universal Containers (UC) has a policy that requires all email traffic to remain within its firewall. UC receives up to 2,000 cases per day, some of which include large email attac...
Email-to-Casefirewallemail attachmentsintake channel - Question #76Service Console
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...
Einstein Next Best ActionActions & Recommendationscase collaborationaudit trail - Question #77Contact Center Analytics
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 succ...
mobile messagingAverage Handle TimeKPItwo-way messaging - Question #78Knowledge Management
Cloud Kicks will use the Salesforce Knowledge Article Importer to migrate existing articles from another knowledge base. The current knowledge base includes how-to guides written i...
Knowledge Article ImporterHTMLrich text areadata migration - Question #79Case Management
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 tha...
Slack for Servicecase swarmingpartner collaborationcase communication - Question #80Intake and Interaction Channels
Cloud Kicks (CK) provides customized support based on product line and plans to expand from voice- only support. Support agents are certified on one or more specific product lines....
Omni-ChannelEinstein Case Routingskills-based routingmulti-channel - Question #81Knowledge Management
Universal Containers wants Salesforce to suggest Knowledge articles to agents based on information about the case. Which solution should a consultant recommend?
KnowledgeLightning record pagearticle suggestionscase deflection - Question #82Implementation Strategies
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 exceedi...
change orderproject scopebudget managementrequirements management - Question #83Integration and Data Migration
Cloud Kicks is changing its case management system to Salesforce. All active accounts, contacts, and closed cases for the past 5 years need to be migrated to Salesforce for go-live...
data migrationmigration methodologygo-live planningcase data - Question #84Intake and Interaction Channels
Cloud Kicks customers need a method to create cases without a login. Managers are concerned that public options will increase the number of spam cases created. What is the recommen...
Web-to-CasereCAPTCHAspam preventioncase creation - Question #85Integrations
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. Age...
Salesforce ConnectExternal ObjectsERP integrationagent productivity - Question #86Contact Center Analytics
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 notic...
Knowledge articlesCSATKPI analysiscustomer satisfaction - Question #87Reports and Analytics
A manager has noticed an increase in average case age. This is negatively impacting customer satisfaction. The manager wants to compare the amount of time that cases have spent wit...
Case Lifecycle reportcase agecase status trackingreporting - Question #88Contact Center Analytics
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 requirem...
Omni-Channel Supervisorreal-time monitoringchat supervisionagent feedback - Question #89Case Management
Cloud Kicks (CK) wants to adopt artificial intelligence (Al) for improving case closure key performance indicators (KPIs) and product support planning within its Service organizati...
Einstein Case ClassificationAI implementationcase KPIsarticle recommendations - Question #90Interaction Channels
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 c...
WhatsAppfile previewService Consolemessaging channels - Question #91Knowledge Management
Cloud Kicks (CK) has created hundreds of Knowledge articles about its products. The articles have been attached to closed cases. A new product release will require changes to dozen...
Knowledge article versioningarticle publishingcase associationcontent management - Question #92Service Console
The VP of service at Universal Containers wants to make it easier and faster for support agents to send Knowledge articles to the customer. What should a consultant configure to se...
MacrosKnowledge articlesemailagent productivity - Question #93Case Management
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...
Case Teamscase access levelsspecialist collaborationrole permissions - Question #94Implementation Strategies
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...
HIPAA compliancechatbot securityhealthcare datarisk management - Question #95Case Management
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 c...
Experience Cloudsharing setcase accesscommunity self-service - Question #96Case Management
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-Cha...
Omni-Channel routingsecondary routing prioritySLAhigh-priority cases - Question #97Case Management
At Universal Containers, support agents need to verify that customers are eligible to receive support when they create the case. Where can a support agent verify that a customer is...
Entitlementssupport eligibilitySLAcase management - Question #98Intake and Interaction Channels
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 consult...
Web-to-Casefile attachmentsdigital case submissioncustomer intake - Question #99Knowledge Management
Universal Containers wants to implement best practices for its customer support teams and has decided to follow a Knowledge Centered Support (KCS) methodology. Which benefit can be...
KCS methodologyKnowledge Centered Supportissue resolutionbest practices - Question #100Service Cloud Solution Design
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 c...
Experience Cloudself-service portalB2Cdigital transformation