How to deploy skill based routing from sandbox to production in Salesforce

A team is assigned to standardize processes across internal teams for Salesforce Knowledge. The team finds it difficult to effectively group the articles due to the slightly different verbiage used by each of the Support teams, which makes searching and search results inconsistent.

Which two customizations should an administrator use to allow for a better experience when searching?

Choose 2 answers

When you want to deploy changes from one Salesforce org to another, you can choose any of the following tools to transport changes from one Salesforce org to another Salesforce org.

  1. Change Sets
    How to deploy skill based routing from sandbox to production in Salesforce
    How to deploy skill based routing from sandbox to production in Salesforce
  2. Force.com Migration Tool (ANT based)
  3. SFDX Command Line Tool
  4. Microsoft VS Code with Salesforce Extensions
  5. 3rd Party AppExchange Product (e.g. Dreamfactory)

All these tools use Metadata API to extract and deploy changes. (Tools like “Force.com Migration Tool” can also be used to automate the backup your Salesforce org’s configuration).

However, the point to note here is that not all configurations are available through metadata API. For example, the following configuration components cannot be deployed using any of the tools mentioned above.

  • Account Teams
  • Activity Button Overrides
  • Auto-number on Customizable Standard Fields
  • Calendars
  • Campaign Influences
  • Case Contact Roles
  • Case Feed Layouts
  • Case Team Roles
  • Console Layouts
  • Multiline layout fields for contract line items
  • Currency Exchange Rates
  • Data Category Visibility Settings
  • Delegated Administration
  • Divisions
  • File Upload and Download Security Settings
  • Mail Merge Templates
  • Multiline layout fields for opportunity teams
  • Offline Briefcase Configurations
  • Omni-Channel Queues and Omni-Channel Skills routing types for the LiveChatButton object
  • Opportunity Big Deal Alerts
  • Opportunity Update Reminders
  • Organization Wide Email Addresses
  • Partner Management
  • The following standard picklists: IdeaTheme.Categories, Opportunity.ForecastCategoryName, Question.Origin. (All other standard picklists are supported.)
  • Predefined Case Teams
  • Quote Templates
  • Salesforce to Salesforce
  • Self-Service Portal Font and Colors
  • Self-Service Portal Users
  • Self-Service Public Solutions
  • Self-Service Web-to-Case
  • Service report templates
  • Social Business Rules
  • SoftPhone Layout
  • Solution Categories
  • Solution Settings
  • Standard fields that aren’t customizable, such as auto-number fields or system fields
  • Web Links on Person Account Page Layouts
  • Web-to-Lead

These components will need to be manually created in the target Salesforce org.

Also, if you are taking backups of your metadata using any of the tools mentioned above, then you should also consider documenting the configuration settings of unsupported components so that they can manually be re-created if required.

Salesforce comes up with 3 product releases every year. The list of components mentioned above may get supported by Metadata API in new releases.  To view the updated list of components that is NOT supported by Metadata API, please visit  URL https://developer.salesforce.com/docs/atlas.en-us.api_meta.meta/api_meta/meta_unsupported_types.htm

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How to deploy skill based routing from sandbox to production in Salesforce

1. Universal Containers has created Permission Sets granting access to objects and fields in one of its sandboxes.

How should a consultant deploy these Permission Sets to Production?

Use a Change Set

Manually re-create the Permission Sets

Create an Unmanaged Package

Publish a Managed Package

2. What should a consultant recommend to ensure chat requests contain enough information for reps to effectively respond?

Customize the lightning console that page.

Configure a chat validation rule.

Customize the pre-chat form.

Configure lightning guided engagement.

3. Which two solutions should Universal Containers consider to increase Contact Center Agent productivity? Choose 2 answers

Enable templates for written responses.

Increase the number of agents.

Improve the agent interface.

Employ surveys to confirm customer satisfaction.

4. Universal Containers (UC) is updating the Service Cloud console app for its call center agents. Management is concerned that deploying the new app will disrupt current operations and impact customer satisfaction.

What should the consultant recommend to mitigation these concerns?

Deploy the configured and tested app to production, update the agent's profile to view the app and take away access to the old app.

Configure the new app in a sandbox. Use a change-set to push the configuration to production for testing and training.

Deploy the configuration from a sandbox to production during the next Salesforce version update so the system only goes down once.

Configure the new app m developer org and use an unmanaged package to deploy to production.

5. Universal Containers (UC) wants customers to be notified by email when their issue is resolved. The notification should contain a reference link in the form of their case number. The customer should be able to click the link and be redirected to the resolved case in UC's Community.

Which three features must be configured to accomplish this? Choose 3 answers

Email Alert

Email Relay

Email Template

Assignment Rule

Workfl

6. At Universal Containers, a support agent dedicated to one customer regularly handles complex integration-related cases. In these cases, the agent collaborates with Universal Containers product development team and the client's system integration.

What would the consultant recommend to expedite the handling of these cases?

Build a repository of Knowledge articles related to integration and share it with the customer.

Enable Chatter case feed and add product development team members to the case team.

Create a related child case and assign the child case to the product development team.

Create a private Chatter group with customers and invite key individuals to join the group.

7. Universal Container’s agent’s need to be more productive when cases. Agent want to send email to customers prior to violating an SLA based on three different SLA levels using macros.

What two solutions can a consultant suggest to meet the agent's requirements?

Choose 2 answers

Add multiple ELSE IF blocks after the IF block

Add conditional logic to the instructions

Create a formula to build the macro logic around

Add a formula block to the macro

8. Service Representatives are complaining that their Lightning Service Console is too crowded making it difficult to find the tabs and features they need. After reviewing the Service Representatives console use, all configured features are required.

Which solution should a Consultant suggest to improve the efficiency of console users?

Enable Keyboard shortcuts

Define criteria-based record page components

Configure Macros

Create multiple Console layouts

9. Universal Containers requires a scheduling solution that will allow Managers to coordinate service engineers across multiple Territories.

What solution should a consultant recommend?

Field Service Lightning

Lightning Console

Salesforce Mobile App

Employee Community

10. Universal Containers recently rolled out a Salesforce Knowledge implementation; however, users are finding unreliable and unrelated Knowledge Articles displayed in the Knowledge One widget in the Salesforce Console.

Which two actions should a Consultant recommend to address the lack of quality checking?

Choose 2 answers

Set up an intuitive Data Category hierarchy

Restrict the Manage Articles user permission

Enable and configure wildcards for article searches

Require that an article be added when closing a case

11. A contact center was unable to assign cases by case type before service was implemented, the director support needs to know which metrics to examine to determine whether the newly set up assignment rules are assigning a similar number of cases to each agent.

Which metric should be recommended? Choose 2 answers

Number of cases created sorted by order

Number of cases by type by owner

Number of cases in each status

Number of solutions created per agent

12. A customer-submitted case is routed to a service desk agent at Universal Containers. After the agent responds to the case, the agent realizes the customer is not eligible for support.

Which solution should a consultant recommend to prevent this scenario from happening in the future?

Add the entitlement related list to account page layouts.

Add the entitlement lookup field to case page layouts.

Add a Validation Rule that ensures each Case has an entitlement.

Add a Validation Rule that ensures each Account has an entitlement.

13. A client's Support Call Center has seen an increase in call volume on a new product line. The agents are having problems resolving issues and have been escalating to Tier 2 for support.

Which action should be taken to reduce the call volumes and escalations?

Create Knowledge Articles and publish internally and publicly.

Configure IVR routing to bypass Tier 1 for the product line.

Configure Omni-channel to assign cases directly to Tier 2.

Create a dashboard to track and manage call volumes by type.

14. UC wants to implement a Knowledge management process with the following requirements: It must contain four different kinds of content: customer FAQs, product specifications, contact center procedures, and product manuals. It must provide the ability to filter Knowledge search results by a single product, multiple products, or all 56 products. Any product-related content created by contact center agents must be approved by the contact center manager and the Knowledge manager before being published. Product content should only be visible internally to contact center agents who handle the product.

How should a consultant recommend that Knowledge be configured?

Choose 3 answers.

Configure workflow rules for each data category

Configure article types for each kind of content

Define approval processes for eacharticle type

Define approval processes for each product

Configure data category values for each product

15. UC has a three-tiered contact center. Cases are routed to Tier 1 or Tier 2 based on severity, priority, complexity, or SLAs. Cases are assigned to Tier 3 only if they are escalated by Tier 1 and Tier 2.

How can UC measure case escalation?

Create a case report to show all cases across tiers filtered by an escalation flag.

Create an approval process to ensure only the appropriate cases get escalated.

Create a case report to show the number of cases for each tier and sort them by case owner.

Create a custom trigger to generate history when cases get escalated between tiers.

16. Universal Containers has activated Email-to-Case functionality to allow customers to

correspond with support agents via email.

Which options are available with Email-to-Case? (Choose 2)

Only one inbound email address can be used for Email-to-Case

Follow-up emails and attachments related to a case are attached to the case

Assignment, escalation, and workflow rules are processed on inbound emails

Follow-up emails related to a case will update the case comments

17. Service Console users work on dozen of cases at one time, and often need to update a case they worked on earlier in the day.

What configuration should a consultant recommend?

Keep all open in tabs.

Use a second Console session.

Define a custom List View.

Add History to the Utility bar.

18. 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 management process. The Support Manager has created predefined case teams for each product and trained Support Agents to add the appropriate case team to each case.

Which two solutions will allow Product Managers to quickly see and review the cases that are created for their products? Choose 2 answers

Create a case queue for all created or updated cases.

Create a case report that displays all created or updated cases.

Create an email alert notification for Case Teams.

Create a case list view that is filtered by My Case Teams.

19. Universal Containers, a new Salesforce customer, needs its millions of consumers to have public access to Knowledge on its corporate website. The consumers also need the ability to login to create, update, and read historical cases.

Which product and license type would meet all of these requirements?

Force.com Sites with Knowledge and Email-to-Case

Visualforce and Self-Service Portal

Force.com Sites with Knowledge and Web-to-Case

Force.com Sites and High-Volume Customer Portal

20. Universal Containers has scheduled a major upgrade to its Customer Community next month. The community is expected to be unavailable for approximately 8 hours. The executive team is concerned about how the upgrade and associated outage will impact customers.

Which three measures should the Consultant recommend to ensure transparency during the upgrade process? Choose 3 answers

Publish ongoing updates to the community knowledge base with details about the upgrade.

Communicate information about the upgrade to customers in advance.

Send routine status updates to customers via Chatter during the upgrade.

Replace the default outage page with a custom page containing upgrade information.

Notify customers once the upgrade is completed and full services are restored.

21. Which two configuration steps are required before quick actions can be used in Macros?

Global Actions needs on the publisher layout.

Quick Actions must be enabled in the org.

The specific quick action must be added to the case Feed.

The specific quick action must be added to the case record Type.

22. Universal Containers is using the Service Cloud Console for managing cases. They would like to add the Salesforce SoftPhone to enable click-to-dial capability.

What needs to be configured for the SoftPhone to work in Salesforce? Choose 3 answers

Assignthe Salesforce users to the Call Center.

Install an adapter from AppExchange to work with third-party CTI systems

Use Apex to create an adapter to work with third-party CTI systems

Create a SoftPhone layout and assign to user profiles

Assign the Salesforce CTI license to Salesforce users

23. Universal Containers has tested skills-based routing in a sandbox and is ready to deploy to production.

Which two deploy solutions should a consultant to ensure skills-based routing is operational in Production?

Change Sets

Mass Transfer Records

Data Import Wizard

Data Loader

24. What are three considerations when adding a report chart to a Console Component? Choose 3 answers

The report chart is added to the Page Layout.

The report is shared with a Chatter Group.

The report is a Summary or Matrix report.

The report contains a chart.

The report hasa standard Report Type.

25. Universal containers uses social media to monitor new trends and issues that require a response by their community team.

What solution should a consultant recommend to automate the creation of customer contacts and cases from universal containers social channels when negative product sentiment is expressed?

Implement salesforce radians 6 with filters against the company's twitter account and assign new cases to twitter queue

Configure Salesforce Twitter force and workflow rules for negative product sentiments that automatically create a contact and a case

Configure Salesforce social hub workflow for negative sentiments that automatically creates a contact and a case

Integrate Service cloud with Google Analytics and use workflow rules for case and contact creation based on key values

26. A customer calls the service desk at Universal Containers. The agent assigned to the call creates a case to capture the issue, butlater realized the caller is not eligible for support.

What solution should a consultant recommend to prevent the scenario from happening in the future?

Add the entitlements related list to contact records

Add the entitlement contacts related list to account records

Add the assets related list to contact records

Add the service contract related list to contact records

27. Universal Containers wants to be able to assign cases based on the same criteria they use for chat.

Which feature should a consultant recommend?

Chat Queue-based routing

Case Skills-based Assignment Rules

Omni-channel Queue-based routing

Omni-channel Skills-based routing

28. The Universal Containers sales team has been sosuccessful in signing new customers that the support team is unable to provide same-day customer assistance.

What should a consultant recommend to address this problem?

Limit Customers to 5 Cases per day.

Provide a self-help Customer Community.

Add more support phone lines.

Ask sales reps to respond to support Cases.

29. Which two capabilities of Lightning Knowledge ensure accurate content in Articles? Choose 2 answers

Approval Process that assigns an Article to a Reviewer Queue.

Knowledge Action to Publish an Article once the Article is approved.

Validation Rules for article record types to verify all fields during creation.

Data Category to assign an article record type to a Reviewer.

30. Universal Containers recently implement Service Cloud. The Support Manager notices that cases are being distributed unevenly across the team.

What should the consultant recommend to address this problem

Configure Case Assignment Rules to use Queues.

Configure Omni-Channel Routing Model as Most Available.

Configure Case Assignment Rules to use Users.

Configure Omni-Channel Routing Model as Least Active.

31. Support engineers need to see a complete chronological list of field edits to a case, associated emails, case comments, and field edits to related objects in a single view while working on a case.

How should this requirement be met?

Create a custom related list on the case.

Create a custom view on the Case tab.

Create a custom Visualforce page.

Create a custom report.

32. What statement is true about the Salesforce Knowledge article lifecycle?

Approval process CANNOT allow publishing of articles that have specific validation statuses

Article permission sets allow agents to participate in the article publishing process

Articles CANNOT be published until they are reviewed and validated by a qualified author

Knowledge uses public groups as a way to assign users to specific tasks related to articles

33. Universal Containers provides Customer Support for two separate business operations.

The cases managed for each operation have different steps and fields.

Which three features could be implemented to support this? Choose 3 answers

Omni-Channel

Page Layouts

Record Types

Support Processes

Article Types

34. Which method can be used to route cases from social channels?

use Twitter-to-case and add workflow rules to the case object.

Enable Social Customer Service and add assignment rules to the case object.

Enable Social Network Profile and add workflow rules to the contact object.

Enable Social Network Profile and add assignment rules to the case object.

35. Universal containers wants to implement Omni channel within service cloud for its representatives.

What is the first step required to configure Omni channel?

Contact salesforce to have Omni channel enabled.

Enable Omni channel in setup.

Assign users to the Omni channel feature license.

Assign users to Omni channel permissions.

36. Customer Community to provide customers with a self-service option for support.

Which two capabilities can the Customer Community provide to Universal Containers' customers? Choose 2 answers

Allows customers to customize their user interface

Allows customers the ability to collaborate

Allows customers to customize reports and dashboards

Allows customers to search a knowledge base.

37. Universal Containers (UC) wants to schedule for repair service when an agent is unable to solve the customer's problem via the call center.

What functionality should a consultant recommend to satisfy the UC's need?

omni Channel

Contact Request

Field Service

Mobile Connect

38. Universal Containers is implementing an entitlement process to measure customer service level agreements (SLAs).

Which two approaches can be used to accomplish this goal? Choose 2 answers

Representing metrics such as first-response and resolution time on cases

Monitoring the case escalation rule queue to confirm service levels are met

Identifying the customer contact associated with a particular stage of a service contract

Displaying whether a case response complies with a customer's service level agreement

39. What are benefits of deploying Knowledge in a high volume Service Cloud portal? (Choose 2)

Replaces the need for an email channel

Eliminates tracking of customer entitlements

Uncovers gaps in the knowledge base

Reduces incoming call volume

40. Universal Containers has a single contact center that handles all service requests including chat, Cases, and web form submissions. It is important that Reps are assigned work evenly so that all requests are handled in the order they are received.

How would a Consultant address this requirement?

Configure Case Assignment Rules

Configure Omni-Channel with Most Available Routing

Configure Live Agent Skills-based Routing

Configure Omni-Channel with Least Active Routing

41. The Service Manager at universal Containers manages three teams. Each team provides support for the specific product. Agents have concerns about seeing search results for other products when searching the knowledge base. The service manager originally provided the teams with full access to the articles.

Which solution will ensure each team sees only the relevant article type for their product?

Create an article action for each record type and assign them to each team based on their product specialization

Create a permission set foreach record type and assign them to each team based on their product specialization

Create a page layout for each article type and assign them to each team based on their product specialization

Create a data category for each product and assign them to each team bases on their product specialization

42. Field engineers often need to access current inventory levels of products the customer has purchased while at customer sites.

Which solution should a Consultant recommend to meet this requirement?

Implement Field Service Lightning.

Integrate with an enterprise resource planning system.

Develop and publish a knowledge management system

Configure Visual Flows on Salesforce mobile.

43. A contact center manager wants to measure improvements to operations after the implementation of a new workforce management system.

A contact center manager wants to measure improvements to operations after the implementation of a new workforce management system.

Which two metrics can be used to assess the success of the new workforce management

system? Choose 2 answers

Number of calls offered

Agent utilization

Quality monitoring score

Schedule adherence

44. A company is changing its case management system to Salesforce. All active accounts, contacts, and closed cases for the past 5 years must be migrated to Salesforce for go-live.

Which approach should be used for the data migration?

Prepare, Plan, Test, Execute, Validate

Plan, Prepare, Test, Execute, Validate

Prepare, Plan, Validate, Execute, Test

Plan, Prepare, Validate, Execute, Test

45. UC has discovered that the average time an agent takes to resolve a case has increased.

What should a consultant recommend to help reverse this trend? Choose 2 answers.

Track social sentiment across social media outlets

Improve the training provided to existing agents

Hire more agents for the contact centers

Configure entitlements and milestones to enforce SLAs

46. Universal containers wants to assign support agents to handle only specific interaction channels based on one of the following channel groupings a) Phone b) Phone and email c) Social media (facebook and twitter).

What should a consultant recommend to accomplish this?

Create a service cloud console to support all channel groupings.

Create an agent profile for each channel grouping.

Create a unique case page layout for each channel grouping.

Create an agent role for each channel grouping.

47. Universal Containers will be launching a telesales contact center.

What should be considered in the design? Choose 2 answers.

Integration with Field service teams and apps

Strategies to maximize call deflection

Performance for high volume of interactions

Integration with Lead Generation team and apps

48. Universal Containers needs to improve Customer Satisfaction, Average Handle Time, and First Call Resolution KPI scores across their Customer Service, Technical Support, and Field Service Contact Centers.

Which two items should a Consultant consider to improve the KPI scores? Choose 2 answers

Service Console Knowledge Components

Service Console Profile Assignments

Data Categories and Article Actions

Data Categories and Article Types

49. Universal Containers wants to provide a more consistent service experience to its customers and is evaluating the Service Cloud macro feature.

Which three configurations must be made? Choose 3 answers

Users must use Lightning Experience.

Publisher Actions used in the macros must be on the page layout.

The Macros widget or utility must be added to the console.

The Run Macros Permission must be granted to users.

The Run Macros Action must be on the page layout.

50. When support agents are working on a case, the support manager at universal containers wants the agents to see the case number, case subject, and case description in the case highlights panel.

How can a Consultant implement the functionality with configuration?

Remove these fields from the page layout and add the components to the highlights panel.

Add these fields to the page layout and add the components to the highlights panel

Remove these fields from the page layout and add the fields to the highlights panel

Add the fields to the page layout and add the fields to the highlights panel.

51. Milestones can be added to which three object types? Choose 3 Answers

Work order

Case

Service

Entitlement

Account

52. Universal Containers wants to create a process to verify that customers are eligible for support before a case is creates. A consultant recommends using entitlement management to meet this requirement.

Which benefit would be realized by using the entitlement management feature? Choose 2 answers.

Ability to determine if a customer has escalated a case in the past

Ability to specify unique service levels for each customer

Ability to prompt callers for the service contract number within IVR menus

Ability to enforce service levels with the time-dependent processes

53. The contact center manager at Universal Containers is concerned that the first call resolution rate for their team is too low and would like to see improvement in this metric.

What should a consultant recommend to improve this metric?

Skills -based routing

Private branch exchange

Workforce management

Interactive voice response

54. Universal Containers purchased Knowledge and would like to implement it as soon as possible.

What approach should a consultant recommend?

Activate Knowledge One within the Salesforce Console for Service.

Create a Knowledge Visualforce component on the case detail page.

Activate Knowledge One on the case detail page.

Create a Knowledge Visualforce component within the Salesforce Console for Service.

55. Universal Containers recently deployed a Salesforce Knowledge implementation, but is looking to evaluate the quality of the articles being produced.

What should the Consultant recommend to gather information on Knowledge article usefulness?

Contact Salesforce to send a report on article efficacy.

Send out a monthly survey to customers requesting feedback.

Install Knowledge Base Dashboards and Reports AppExchange package.

Create a group of super users that will evaluate and manage articles.

56. Sales engineer needs visibility to list field edits, emails, case comments, and related objects on ONE page.

How can this be achieved?

Customer view of case tab

Custom Visual force page

Custom report

Custom related list

57. Universal Containers wants to letits customers interact real-time with support agents from their computers and mobile devices.

What feature should a consultant recommend to meet this requirement?

Web-to-Case

Embedded Chat Service

Customer Community

Case Assignment Rules

58. Universal Containers customers are encouraged to submit web cases when they find errors or omissions in product documentation. The information is captures on a case with the "Errata" record type. The Technical Writing Manager would like to send an email to the customer that includes details of the correction process.

What should a consultant recommend to meet this requirement?

Create a workflow rule and email alert action that sends an email to the case contact when a case with the "Errata" record type is created

Create an auto-response rule that sends an email to the case contact when a case with the "Errata" record type is created

Create an Apex trigger that sends an email to the case contact when a case with the "Errata" record type is created

Create an assignment rule that sends an email to the case contact when a case with the "Errata" record type is created

59. Universal Containers is launching a full line of new products and Service Cloud should support the following requirements:

• Agents need to collaborate with other teams.

• The product development team needs to be alerted on high-priority cases for specific products.

Which solution will meet these requirements?

Use Process Builder for notifications and case teams to monitor cases.

Use Process Builder for notifications and account teams to monitor cases.

Use escalation rules for notifications and account teams to monitor cases.

Use escalation rules for notifications and case teams to monitor cases.

60. Universal Containers has an active presence on Twitter and Facebook. Customers' requests from these social media channels should be responded to by support agents.

What should a consultant recommend to meet this requirement?

Social Persona tor Twitter and Facebook.

Social Media Marketing message tagging.

Social Customer Service for Twitter and Facebook.

Einstein Bot social queues.

61. Universal Containers email policy requires that all email traffic remain within its firewall. Currently, the company has 200 support agents handling email from five different time zones.

Which solution should a consultant recommend?

Web-to-Case

Email-to-Case

Salesforce for Outlook

On-Demand Email-to-Case

62. Which solution can be used to improve call deflection?

Knowledge base

Community forum

Assignment rules

Web chat

Case routing

63. What are two benefits of deploying Knowledge in Customer Communities?

Reduces incoming call volume

Replaces the need for an email channel

Eliminates tracking of customer entitlements

Uncovers gap in the knowledge base

64. Universal Containers has defined a set of steps that each Case must go through, from submission to closure. In addition, each step must be completed within a specific amount of time.

What approach should a consultant recommend to meet these requirements?

Configure Case Escalation Rules.

Define Entitlement and Milestones.

Use Process Builder with Scheduled Actions

Enable Omni-Channel Routing.

65. A company would like to implement a solution that would hold service reps accountable to customer Service Level Agreements.

Which two steps should be completed to meet this request? Choose 2 answers

Enable Work Orders.

Create an Entitlement Process.

Set up Milestones.

Configure Service Contracts.

66. Universal Containers requires that users have the ability to view specific cases, as determined by the product type field on the case. An email should be sent to the users when a case to which they have access is created or closed.

What should a consultant recommend to meet these requirements? (Choose 2)

Escalation rules

Case teams

Workflow rules

Auto-response rules

67. A consultant has been hired to integrate a client's phone system with the Salesforce Service Console.

What are two key considerations for this integration? Choose 2 answers

CTI Adapter configuration

Lightning Console enablement

Call Center Definition File creation

Service Console case creation configuration

68. As part of a new Salesforce Knowledge implementation, Universal Containers would like to migrate articles from their current database.

Which factor should a Consultant consider as part of the migration strategy?

Convert any articles containing HTML into plain text before importing because HTML is NOT supported in any article field types.

Verify that each article type has field level security on all fields set to read-only prior to import, in order to prevent any loss of data.

Ensure that each existing article type has a corresponding Salesforce Knowledge article type that matches its structure and content.

Prepare a single .csv file that can be used to migrate all articles types at once and include with a properties file in a .zip forimport.

69. Which solution should a consultant recommend?

Enable the knowledge sidebar related list on the case page layout.

Create a visual force page called knowledge sidebar on the case page layout.

Enable the knowledge sidebar setting in the case support settings.

Implement a salesforce console for service and enable the knowledge sidebar on the case page layout.

Universal containers recently rolled out a lightning knowledge implementation; however, users are finding unreliable and unrelated knowledge articles displayed in the knowledge one widget in the salesforce console.

70. The Support Manager at Universal Containers is getting inaccurate agent performance reports. After researching the data, the Salesforce Administrator has identified hundreds of cases that are closed, but still owned by a queue.

Which two solutions should a Consultant recommend to correct this problem? Choose 2 answers

Create a case assignment rule to ensure cases are owned by a user when closed.

Use a data tool to update the owner field on closed cases.

Create a Process Builder and Flow to change the owner on closed cases.

Create a case validation rule to ensure cases are owned by a user when closed.

71. Universal Containers 'IT policy prevents third-party software from being installed on employee computers. However, the VP of Service has asked that cases be automatically created from customer emails.

What solution should a consultant recommend?

Email-to-Case

web-to-Case

An AppExchange package

On-Demand Email-to-Case

72. Universal containers wants to maintain service level agreements on its customer cases. Customers are provided different service levels based on their services agreement. The VP of customer service wants to use service cloud to track and ensure senior management is alerted when cases have not completed certain stages.

Which service cloud feature should the consultant recommend to address this requirement?

Entitlements and milestones

Case escalation

Case assignment

Salesforce console

73. KCS (knowledge centered support) what is it? Choose 2Answers

Standard for managing customer support and delivery

Method for social media management

Share knowledge with the business partners

Process for creating and maintaining knowledge

74. A company has implemented Salesforce Service Cloud. The company needs Key Performance Indicators (KPIs) to ensure that its customer support service center is profitable.

Which three metrics can be used to help executive management understand service center costs? Choose 3 answers

All open Cases by Priority

All open cases by Channel

All Cases closed Month-to-date

Case resolution time

All Cases by Customer

75. Universal Container's customers like speaking to a live support agent on complex product issues. This causes a heavy amount of phone calls and customers complain about the hold time.

What functionality should the consultant recommend implementing to resolve this issue?

Contact Requests

Social Customer Service

Embedded Chat Window

Open CT1

76. Universal Containers has four internal divisions that use Salesforce Knowledge. Compliance requirements mandate that each division should only have access to its own articles when performing a search.

Which solution should a consultant recommend to meet this requirement?

Create separate data category groups for each division and assign the category to a division profile.

Create a sharing rule for each division to provide access using the role hierarchy.

Create a sharing rule for each division to provide access based on criteria of the article.

Create a single data category group for each division and provide access using the role hierarchy.

77. A contact center agent wants to leverage subject matter experts (SMEs) on Chatter to resolve a complex issue for a customer.

What is the recommended solution to increase the involvement of SMEs and track the case to completion in Chatter?

Follow the SMEs to receive automatic updates when they add case comments

Bookmark all the comments related to the issue from SMEs

Use hashtag (#) to track the customer case and SMEs comments

@mention the SMEs on the case Chatter feed and follow the case

78. A company wants to publish knowledge articles to its customer community. The articles should be organized for easy navigation by community members.

What should a consultant recommend?

Define data categories with custom visibility.

Define article types with public sharing settings.

Define topics for each knowledge article.

Define a custom field to identify the subject.

79. What is a recommended way to migrate data from an external system while ensuring that the data adheres to data quality rules established for the Salesforce org?

Cleanse the data outside of Satesf brce and then migrate the data.

Use the Salesforce data loader to load and cleanse the data.

Use the Salesforce import wizard to load and cleanse the data.

Upload the data into Salesforce and then run data cleansing tools.

80. When Service Reps view a Case, they often need to see the Case History of other Cases for that same Account.

How should a Consultant configure the Lighting Service Console to support this requirement?

Account tabs and Case stab

Case tabs with Account subtabs

Account tab with Cases related list

Account tabs with Case Subtabs

81. Universal Containers (UC) is currently live with Sales Cloud and in the process of implementing Service Cloud. UC wants to create a sandbox to test its Service Cloud implementation with real Sales Cloud data.

Which three Sandbox types can be used to accomplish this?

Partial Copy Sandbox

Administrator Sandbox

Developer Pro Sandbox

Full Sandbox

82. Universal containers customer support management wants to provide proactive communication to customers who are likely to provide low customers satisfaction (CSAT) scores.

What customer-related metric should the customer support management analyze? Choose 2 Answers

Escalated cases by account month to date

High priority cases opened by account month to date

Time spent by account year to date

New cases opened by the account channel

83. Universal Containers plans to migrate its existing knowledge base into Salesforce Lightning Knowledge.

Which three statements should be considered? Choose 3 answers

Attachments and .html files in Classic Knowledge are moved to the Files object.

Visualforce pages refer to Classic article types.

Each article must be associated to a record type.

Approval process history migrate to Lightning Knowledge.

Article numbers change during migration.

84. Universal Containers (UC) is developing a strategy for supporting customers on social media sites. UC's requirements include the ability to:

• Monitor Facebook fan page for new posts and comments from customers

• Link new posts and comments to an existing customer record

• Respond to posts from the existing Salesforce Console for Service

• Create and link social personas to contacts

What should a consultant recommend to meet these requirements?

Create a Lightning Platform app for Facebook monitoring.

Enable Social Customer Service.

Integrate Facebook to its existing Customer Community.

Enable Salesforce social profile on contacts.

85. Universal Containers would like to implement Omni Channel within Service Cloud for their representatives.

What is the first step an Administrator is required to perform in order to configure Omni Channel?

Assign Users to Omni Channel permissions

Enable Omni Channel by clicking Settings in Setup

Assign Users to the Omni Channel Feature License

Contact Salesforce to have Omni Channel enabled

86. Universal Containers is trying to reduce the amount of time support agents spend creating cases. The new method for case creation must allow for 4000-5000 new cases a day, as well as the attachment of documents under 25 MB by the customer.

Which method should the Consultant suggest?

Omni-Channel routing

Standard Email-to-Case

Web-to-Case forms

On-Demand Email-to-Case

87. A company wants to publish Knowledge articles to its Customer Community. The articles should be organized for easy navigation by Community members.

What should a Consultant recommend?

Define Article Types with Public Sharing Settings.

Define Data Categories with Custom Visibility.

Define Topics for each Knowledge article.

Define a Custom Field to identify the Subject.

88. What are two basic concepts of Knowledge-Centered Support (KCS)? Choose 2 answers

Evolving content-based product lifecycles

Creating content as a result of solving issues

Rewarding learning, collaboration, sharing and improving.

Developing a knowledge base on the experience of an individual

89. Universal Containers wants to implement best practices for its customer support teams and has decided to follow a Knowledge-Centered Support (KCS) methodology Which two benefits can be expected from KCSadoption? Choose 2 answers

A knowledge article life cycle that is implemented correctly the first time and does not need to change

Reduced first contact resolution

A knowledge article life cycle that evolves based on usage and demand

Reduced issue resolution time

90. UniversalContainers initiates cases based on electronic transmissions from power units.

The case management process is as follows:

A work order is submitted to a field service team to perform a technical review.

After the technical review is closed, an agent needs to contact the customers to review the activities.

Cases can only be closed after the customer review has been completed.

Universal Containers needs to determine whether the work orders and customer contacts should be stored as child cases or on are lated custom object.

Which three aspects should the consultant consider to meet these requirements? Choose 3 answers

Account team relationship to the primary contact

Case closure rules on the original case

Work order and customer contact escalation requirements

Visibility and access to the work order records

Total number of account and contact records in the database

91. Universal Containers is exploring ways to provide its customers with more self-service options in its new Customer Community to reduce the number of interactions with their contact center.

Which two features should a Consultant consider implementing? Choose 2 answers

Use a community template to set up their customer community.

Enable web -to -case on their public website.

Enable Live Agent in their community to chat with an agent.

Add the Question action to Chatter in the community publisher.

92. UniversalContainers wants to display a history of all of today's changes to a case in the order that occurred on a single page view. This requirement includes comments, emails, and edit to case fields.

What tool should a consultant recommend to implement this requirement?

Auto launch flow

Salesforce Console for Service

Visualforce custom page

Process Builder

93. Universal Containers (UC) hired in an expansion of the contact center. Getting agents up to speed and fully productive is a priority UC implemented a standardize agent-customer dialog to assist agents.

Which two features should a consultant integrate into the Service Console? Choose 2 answers

Lightning Process Builder

Interaction Log

Lightning Row for Service

Path for Cases

94. A Service Rep transfers a Live Agent Chat to another Rep.

Which two things will happened?

The Customer is shown the new Rep's name

Both Service Reps can chat with the customer

The chat transcripts and case are transferred

The Customer doesn't know they were transferred

95. Universal Containers wants to ensure the contracted service level requirements for its clients are being met.

What should be configured to meet this requirement?

Entitlement processes, milestones, milestone actions, and entitlements

Entitlement processes, contracts, contract line Items, and entitlements

Entitlement processes, contract line items, milestones, and entitlements

Entitlement processes, contracts, milestones, and milestone actions

96. A company frequently has issues with customers that need complex, hands-on technical support with high-priority issues in difficult-to-visit locales.

What should be recommended for reliable, real-time support to customers with these restrictions?

Customer Community

Field Service Lightning

SOS Video Chat

Salesforce Knowledge

97. How can a Contact Center Manager see which Service Representatives have not accepted new Cases recently using the Lightning Service Console?

Omni-Channel Utility Component

Cases report sorted by Rep and Case Owner

Cases report sorted by Rep and Case Created Date

Omni-Channel Supervisor tab

98. Universal Containers (UC) wants to implement Service Cloud using Agile methodology.

How should the consultant recommend delivering a successful implementation?

set a cutoff date of 1.5 months before user acceptance testing for any change requests.

Generate continuous feedback from the project team, and adjust the requirements and deliverables accordingly.

Deliver the entire project simultaneously so as to present UC with a completed solution.

Schedule a meeting with the UC executives at the start of the project to generate all the requirements.

99. In order to satisfy the internal Enterprise Security requirements, Universal Containers would like to conduct a Disaster Recovery and Business Continuity exercise with Salesforce. This would involve taking the production copy and making sure agents can work from the production copy until production is restored. The results of the exercise are provided to Enterprise Security as part of an annual audit.

What should a Consultant recommend to support this exercise?

Allow the exercise to be done in a Production instance

Use a Full copy sandbox for the DR exercise

Use a Partial sandbox for the DR exercise

Use a Developer Pro sandbox for the DR exercise

100. Universal Containers Call Center Agents have limited visibility to customer support levels, resulting in inconsistent response times and lengthened resolution times.

Which two recommendations should a Consultant recommend to improve the agent experience and reduce response and resolution times? Choose 2 answers

Configure Assignment Rules based on Case Priority.

Add the Entitlements related list to the Account Page Layout.

Create a Report of all active Entitlements grouped by Customers.

Configure Success, Warning, and Violation Actions for Milestones.

How to deploy skill based routing from sandbox to production in Salesforce
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How to deploy skill based routing to production in Salesforce?

From Setup, enter Routing in the Quick Find box, then select Routing Configurations. Edit the routing configuration that is used by the queue through which the work item is routed. Select Use with Skills-Based Routing Rules. Select Save.

Can we deploy the object from sandbox to production using Changeset?

Use change sets to send customizations from one Salesforce org to another. For example, you can create and test a new object in a sandbox org, then send it to your production org using a change set. Change sets can contain only modifications you can make through the Setup menu.

Can we deploy from production to sandbox?

Yes, you can deploy change sets between any two orgs tied to the production instance, including from a Production instance to a Sandbox.

How does skill based routing work in Salesforce?

Skills-based routing searches at the skills required to complete a work item (requested skills) & matches these skills to the skills that are assigned to the agent (agent's skills). Omni channel routes the work to the first agent who is available and has the capacity to take the work item & has all requested skills.