CRT-261 Exam Questions
189 real CRT-261 exam questions with expert-verified answers and explanations. Page 3 of 4.
- Question #101Integration and Data Migration
Universal Containers (UC) is migrating from a legacy case management system to Salesforce. UC would like to retain the existing parent-child relationships between cases. What shoul...
data migrationparent-child casesmigration ordercase relationships - Question #102Interaction Channels
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 thi...
messaging appsdigital channelspersonalized serviceomni-channel - Question #103Case Management
Cloud Kicks provides regular and special support to customers. When a special case is created, a dedicated account manager needs Read-Only access and a support specialist needs Rea...
case teamsaccess controlread/write permissionsspecial support - Question #104Service Console
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?
utility barhistory componentcase navigationservice console - Question #105Intake and Interaction Channels
Which feature can a consultant deploy to route cases from social channels within a limited timeframe?
social channelscase assignment rulescase routingchannel integration - Question #106Implementation Strategies
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...
build phasesandbox environmentimplementation lifecycleconfiguration - Question #107Knowledge Management
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 re...
Knowledge articlesExperience Cloudcase deflectionself-service - Question #108Interaction Channels
Universal Containers has implemented a call-based response system. The call wait time has become too long and customer service is being affected. Management would like to find a wa...
Salesforce Chatwait time reductionagent capacitylive chat - Question #109Case Management
Agents at Universal Containers are required to update the Case Status to Waiting for Customer after they send an email to the Case Contact. Support managers are noticing that many...
macroscase status automationagent workflowbulk actions - Question #110Case Management
Universal Containers is launching a full line of new products, and Service Cloud should support the following requirements: * Customer service agents need to collaborate with other...
escalation rulescase teamsnotificationscross-team collaboration - Question #111Interaction Channels
What should the consultant consider when implementing Salesforce Chat functionality in a new Service Cloud instance?
Salesforce ChatOmni-Channel routingchat setupimplementation - Question #112Interaction Channels
Cloud Kicks wants to create a secure, branded mobile app that its Experience Cloud customers can use to create and track cases, see upcoming product announcements, and interact wit...
Mobile PublisherExperience Cloudbranded mobile appcommunity users - Question #113Service Console
Universal Containers wants to provide a more consistent service experience to its customers and is evaluating using macros. Which prerequisite should the consultant consider?
macrosLightning pageRun Macros actionprerequisites - Question #114Case Management
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...
entitlement processSLA enforcementservice contractsagent accountability - Question #115Case Management
Universal Containers provides customer support for both new products and routine maintenance of existing products. The cases for both types have many stages and fields in common; h...
support processesrecord typescase stagesproduct maintenance - Question #116Knowledge Management
Cloud Kicks (CK) recently implemented Knowledge-Centered Support (KCS) to improve the expertise of its agents. The pilot focused on creating articles for the most common support to...
KCSsearch activity gapsknowledge KPIsarticle analytics - Question #117Contact Center Analytics
Universal Containers (UC) wants to deploy Service Cloud to 100 contact centers located across North America, Europe, and Asia. UC wants standardized reporting across worldwide cont...
standardized reportingglobal contact centerKPIsreport templates - Question #118Service Console
Service agents have reported that the Lightning Service Console is too crowded which makes it difficult to find the information they need. After reviewing the agents' console use,...
console layoutsLightning Service Consoleagent efficiencyUI customization - Question #119Integration and Data Migration
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...
Salesforce Connectexternal objectsexternal system integrationlarge data volumes - Question #120Contact Center Analytics
Cloud Kicks provides phone support to customers using the Service Cloud Voice Dialer. Once a call completes, support agents often need to send a follow-up email or finalize case no...
after conversation work timeagent efficiencyvoice metricscontact center KPIs - Question #121Knowledge Management
Universal Containers has recently implemented Chat and is looking for recommendations about how to improve agents' ability to find the appropriate answer while chatting with custom...
Einstein Article Recommendationschat knowledgeAI recommendationsagent assist - Question #122Implementation Strategies
Universal Containers (UC) wants to implement Service Cloud using Agile methodology. How should the consultant recommend delivering a successful implementation?
Agile methodologyiterative deliverycontinuous feedbackimplementation approach - Question #123Service Cloud Solution Design
A recent review of customer satisfaction surveys revealed that the support center does a poor job of upselling new products to customers. Customers report dissatisfaction when call...
Einstein Next Best ActionupsellingAI recommendationscustomer receptivity - Question #124Intake and Interaction Channels
Universal Containers wants to reduce the amount of time support agents spend creating cases. Case creation must scale up to 5,000 new cases per day and allow file attachments under...
Web-to-Casecase creation scalabilityfile attachmentsintake channel - Question #125Knowledge Management
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 Ca...
Knowledge reportingknowledge analyticsdata category usagereport package - Question #126Service Console
Universal Containers is training a new set of service agents. Part of the training includes handling messaging from customers. However, it is important that contact center managers...
Omni-Channel SupervisorWhisper Messagesmessaging monitoringagent management - Question #127Integrations
A consultant has been hired to integrate a client's phone system with Salesforce. What should the consultant consider using for this integration?
CTI integrationcall centerphone systemopen CTI - Question #128Case Management
Universal Containers is initiating a program to improve customer satisfaction. As part of the program, customers must be surveyed after the case is closed to ensure the customer is...
Flow Buildercase closurecustomer surveypost-case automation - Question #129Case Management
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). Wh...
EntitlementsSLAsupport levelsservice agreements - Question #130Case Management
Universal Containers' leadership wants to reduce the level of effort required to get the right people involved to resolve service issues more quickly. What should the consultant re...
case queuesassignment rulescase routingcase distribution - Question #131Case Management
A customer submitted a case that is routed to a service desk agent at Universal Containers. After the agent responds to the case, they realize the customer is ineligible for suppor...
Entitlementscase eligibilityrelated list configurationcase record page - Question #132Case Management
Cloud Kicks frequently works with distribution partners who have complex issues that need immediate attention. To solve the issues, Tier 2 support often needs to engage other teams...
case swarmingSlack integrationTier 2 supportcomplex issue resolution - Question #133Interaction Channels
Universal Containers wants to let its customers interact in real time with support agents from their computers and mobile devices. Which feature should a consultant recommend to me...
Einstein Chat Botlive chatreal-time supportmessaging channels - Question #134Knowledge Management
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 consu...
Knowledge componentcase record pageLightning pagearticle suggestions - Question #135Contact Center Analytics
Cloud Kicks has a Service Cloud implementation with several channels. Executives want quick access to agent, team, and call center key performance indicators (KPIs). Service manage...
Einstein AnalyticsKPI dashboardsservice analyticsexec reporting - Question #136Interaction Channels
Universal Containers (UC) is planning to use Service Cloud Messaging to send SMS messages to customers. Messages are always between 175 and 255 characters. What should the consulta...
SMS messagingLong Codemessage character limitsService Cloud Messaging - Question #137Service Console
Service agents need to send emails with attachments to customers based on the case details. Which Lightning Service Console feature should a consultant use to meet the requirement?
custom case actionsemail attachmentsLightning Service Consolecase communication - Question #138Knowledge Management
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...
Knowledge reportingarticle usagecases attachedknowledge analytics - Question #139Implementation Strategies
Universal Containers has decided to implement a Web-to-Case form on its website so customers can submit support requests instead of calling the customer service center. The product...
Web-to-Caseimplementation planningguidelines and limitspre-implementation research - Question #140Knowledge Management
Cloud Kicks (CK) wants to increase the number of articles in its knowledge base while maintaining article quality. CK plans to allow all service agents to create articles. What sho...
Knowledge approval processarticle qualityvetting workflowapproval automation - Question #141Reports and Analytics
Universal Containers (UC) has deployed a call center using open CTI. Call center agents are organized into four groups reflecting UC's four different product lines. Each group's ma...
custom report typesActivities objectcall volume reportingCTI analytics - Question #142Reports and Analytics
Cloud Kicks wants to standardize its service key performance indicators (KPIs) for response time and first case closure rates. Individual service agents, team leaders, regional dir...
dashboard running userdata visibilityrole-based KPIsdashboard sharing - Question #143Service Cloud Solution Design
Universal Containers wants to provide its resellers a secure portal where they can share their customer accounts, submit and track the status of their cases, and view reports and d...
Partner Experience sitereseller portalcase trackingreports and dashboards - Question #144Implementation Strategies
Universal Containers has tested Skills-Based Routing in a sandbox and is ready to deploy to production. Which solution should a consultant use to deploy the Service Resources, Skil...
Skills-Based RoutingData Loaderdeploymentproduction migration - Question #145Service Console
Universal Containers (UC) hired agents in an expansion of the contact center. Getting agents up to speed and fully productive is a priority. UC implemented a standardized agent-cus...
Actions & RecommendationsEinstein Next Best Actionagent guidanceService Console - Question #146Knowledge Management
The Universal Containers (UC) customer support organization has implemented Knowledge- Centered Support (KCS) in its call center. However, the call center management thinks that ag...
KCSKnowledge article contributionagent incentivesarticle approval - Question #147Case Management
Universal Containers wants to direct cases based on the same criteria it applies to Messaging for In- App and Web (MIAW). Which feature should a consultant recommend?
Omni-Channel RoutingMIAWcase routingmessaging - Question #148Integrations
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?
CTI Adapterphone integrationService Consoletelephony - Question #149Case Management
Service agents at Cloud Kicks frequently encounter duplicate cases from the same customers in different channels. Management would like to provide a method for service agents to ha...
Case Mergeduplicate casesmultichannel duplicatescase management - Question #150Intake and Interaction Channels
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 vi...
Einstein Botsself-servicemultichannelchatbot