ADX261 Dumps PDF 2024 Strategy Your Preparation Efficiently [Q78-Q96]

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ADX261 Dumps PDF 2024 Strategy Your Preparation Efficiently

Latest Verified & Correct Salesforce ADX261 Questions

NEW QUESTION # 78
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 hierarchy is set up by region. Support managers want to see support metrics for their region by default. UC needs a scalable solution.
Which strategy should a consultant recommend?

  • A. Create a Dynamic Dashboard.
  • B. Create a dashboard using Reporting Snapshots.
  • C. Create a dashboard for each support manager.

Answer: A

Explanation:
A Dynamic Dashboard is the best solution for Universal Containers to provide regional support managers with the ability to see support metrics specific to their region by default. Dynamic Dashboards adjust the displayed data based on the viewer's role in the hierarchy, ensuring that each manager sees metrics relevant to their region. This scalable solution eliminates the need for multiple static dashboards, simplifying maintenance and ensuring data relevancy.


NEW QUESTION # 79
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 consultant configure this requirement?

  • A. Add the Knowledge component to the Case record page.
  • B. Add the Knowledge related list to the Case record page.
  • C. Add the Knowledge tab to the Service Console.

Answer: A

Explanation:
To assist service agents in finding relevant Knowledge articles for new cases, adding the Knowledge component to the Case record page in the Lightning Service Console is recommended. This component dynamically suggests articles based on case details, aiding agents in providing accurate and efficient responses.


NEW QUESTION # 80
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 manager would like a report on their agents" daily call volume, including related case and contact information.
How should the consultant recommend the report be created?

  • A. Build a Summary report on Products and Activities.
  • B. Customize the My Teams Calls this week standard report.
  • C. Set up a reporting snapshot of the case, contact and activity objects.
  • D. Create a Custom Report type with activities as the primary object.

Answer: D

Explanation:
Creating a Custom Report type with activities as the primary object is the recommended way to create a report on agents' daily call volume, including related case and contact information. A Custom Report type is a type of report that allows you to select the objects and fields that you want to report on, as well as define the relationships between the objects. By selecting activities as the primary object, you can report on the calls that agents have made or received, as well as filter them by date, duration, or status. By selecting case and contact as related objects, you can report on the details of the cases and contacts that are associated with the calls, such as case number, case owner, contact name, or contact phone number. Verified Reference: Service Cloud Consultant Certification Guide & Tips, Create Custom Report Types


NEW QUESTION # 81
Universal Containers wants to implement a customer service site. The goal of the site is to enable community members to access, create, and manage cases online.
How should the consultant implement these requirements?

  • A. Create a sharing rule to share the contact record with the site member.
  • B. Change the org-wide default for cases and contacts internal access to private.
  • C. Update the case assignment rule to add the site member to the predefined case team.
  • D. Set up a sharing set to grant access based on the site member's contact record.

Answer: D

Explanation:
A sharing set is a feature that allows community members to access records that are not owned by them or shared with them by the org-wide default settings. A sharing set can grant access based on a common lookup field, such as the contact field on the case object. By setting up a sharing set to grant access based on the site member's contact record, the consultant can enable community members to access, create, and manage cases online. Verified Reference: Service Cloud Consultant Certification Guide & Tips, Sharing Sets Overview


NEW QUESTION # 82
DreamMouse Realty would like to provide a user-friendly way for clients to apply for a home loan through an Experience site. Many times, clients do not complete are of the information and a loan specialist needs to finish the submission.
How should the administrator configure Salesforce to meet the requirements?

  • A. Use email to case for the client to submit the relevant information to the specialist.
  • B. Add a custom Lightning component to the site and the Case Lightning record page.
  • C. Create a screen-based flow accessible from the Experience site and internaly.
  • D. Post a web to case form on the site and assign the case to the specialist for completion.

Answer: C

Explanation:
Creating a screen-based flow accessible from the Experience site and internally is a solution that can enable clients to apply for a home loan through an Experience site and allow a loan specialist to finish the submission if needed. A screen-based flow is a type of flow that allows administrators to create guided processes that collect user input through screens and perform actions based on the input. A screen-based flow can be embedded in an Experience site or an internal app and allow clients or loan specialists to fill out the information for the home loan application. Verified Reference: : https://help.salesforce.com/s/articleView?id=sf.flow_concepts_screenelement.htm&type=5 : https://help.salesforce.com/s/articleView?id=sf.flow_distribute_overview.htm&type=5


NEW QUESTION # 83
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?

  • A. On-Demand Email-to-Case
  • B. web-to-Case
  • C. Email-to-Case
  • D. An AppExchange package

Answer: A


NEW QUESTION # 84
Cloud Kicks wants to standardize its service KPIs for response time and first case closure rates.
Individual service agents, team leaders, regional directors, and the VP of service should see the same KPIs calculated using only the data the user can access.
What is the recommended running user to meet the requirements?

  • A. Let the dashboard viewers choose
  • B. The user creating the dashboard
  • C. The VP of service
  • D. The dashboard viewer

Answer: D

Explanation:
The dashboard viewer is the recommended running user to meet the requirements of standardizing the service KPIs for response time and first case closure rates. The dashboard viewer is a setting that allows the dashboard to display data according to the security settings of the user who is viewing it. This means that each user will see the same KPIs calculated using only the data they can access. Verified Reference: : https://help.salesforce.com/s/articleView?id=sf.dashboards_running_user.htm&type=5 : https://help.salesforce.com/s/articleView?id=sf.dashboards_dynamic.htm&type=5


NEW QUESTION # 85
The Vice President (VP) of Customer Support for Universal Containers has issued a mission statement that "We will empower our customers to interact with us in the way of their choosing." Universal Containers has recently deployed a new toll-free interactive voice response (IVR) system and knowledgebase. The VP has asked the management team to make additional system enhancements to fulfill this mission statement. Which three should the consultant recommend to achieve the mission statement? Choose 3 answers

  • A. Create a central "Contact Us" page which provides access to all available channels.
  • B. Enable customers to be emailed FAQs by accessing the interactive voice response 24 hours per day.
  • C. Optimize the customer community for mobile devices to have access to the same support as desktops.
  • D. Replace the existing "Chat Now" button on the Customer Community with a toll- free phone number.
  • E. Enforce that customers must search the knowledgebase before they can see the Contact Us page.

Answer: A,B,C

Explanation:
These three solutions will help achieve the mission statement of empowering customers to interact with Universal Containers in the way of their choosing. Creating a central "Contact Us" page will provide customers with a clear and easy way to find all the available channels of support, such as phone, email, web, chat, etc. Optimizing the customer community for mobile devices will ensure that customers can access the same support features on their smartphones or tablets as they can on their desktops. Enabling customers to be emailed FAQs by accessing the interactive voice response 24 hours per day will allow customers to get self-service support even when the call center is closed. Verified Reference: Create a Contact Us Page, [Optimize Your Community for Mobile Devices], [Send Email from Interactive Voice Response]


NEW QUESTION # 86
Milestones can be added to which three object types?
Choose 3 Answers

  • A. Entitlement
  • B. Account
  • C. Service
  • D. Work order
  • E. Case

Answer: D,E


NEW QUESTION # 87
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 are closed but still owned by a queue.
Which solution should a consultant recommend?

  • A. Create a case assignment rule to ensure cases are owned by a user when closed.
  • B. Create a case validation rule to ensure cases are owned by a user when closed.
  • C. Use Data Loader periodically to assign these cases to a default owner.

Answer: B

Explanation:
To address the issue of closed cases still owned by a queue, implementing a case validation rule is the most effective solution. This rule can enforce that cases must be transferred to an individual user's ownership before they can be marked as closed. This ensures data accuracy in reports and helps in evaluating agent performance more reliably, as cases will correctly reflect their final ownership status.


NEW QUESTION # 88
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 KCS adoption?
Choose 2 answers

  • A. A knowledge article life cycle that evolves based on usage and demand
  • B. A knowledge article life cycle that is implemented correctly the first time and does not need to change
  • C. Reduced issue resolution time
  • D. Reduced first contact resolution

Answer: C,D


NEW QUESTION # 89
Cloud Kicks will us250e the Salesforce Knowledge Article Importer to migrate existing articles from another knowledge base. The current knowledge base includes how-to guides written in HTML.
What is the recommended method to import the how-to guides into Salesforce Knowledge?

  • A. Create an HTML file for each rich text area field.
  • B. Modify the import parameters to specify HTML encoding.
  • C. Change the HTML format first to support subfields.

Answer: A

Explanation:
When migrating how-to guides written in HTML to Salesforce Knowledge, the recommended approach is to create an HTML file for each article's rich text area field. This method ensures that the HTML content is properly formatted and displayed within Salesforce Knowledge articles, preserving the original layout and functionality of the how-to guides.


NEW QUESTION # 90
Ursa Major Solar's support department would like to implement an entitlement process to ensure customers receive the appropriate support based on their service level agreements (SLAs)
Which two features need to be configured as part of the implementation?
Choose 2 answers

  • A. Workflow Actions
  • B. Escalation Rule
  • C. Milestones
  • D. Assignment Rule

Answer: A,C


NEW QUESTION # 91
universal containers is implementing a customer community using the
customer service template.One of the requiremnets is for members to be able
to find knowledge articles based on the product type.How should consultant
satisfy this requirement

  • A. Set the visibility to the data categories
  • B. Enable suggested artciels in the community
  • C. Utilize topic tags for each product type
  • D. Define article types with sharing settings

Answer: C


NEW QUESTION # 92
Universal Containers wants to reduce the clicks a Customer Support Agent uses when working on a case. This includes the time it takes to create, resolve, and close the case. Which three Salesforce productivity features should be used to accomplish this requirement? Choose 3 answers

  • A. Publisher Actions
  • B. Macros
  • C. Omni-Channel
  • D. Chatter
  • E. Quick Text

Answer: A,B,E


NEW QUESTION # 93
Universal Containers wants to ensure the contracted service level requirements for its clients are being met. What should be configured to meet this requirement?

  • A. Entitlement processes, contracts, milestones, and milestone actions
  • B. Entitlement processes, contracts, contract line Items, and entitlements
  • C. Entitlement processes, contract line items, milestones, and entitlements
  • D. Entitlement processes, milestones, milestone actions, and entitlements

Answer: D


NEW QUESTION # 94
Universal Containers has tested skills-based routing in a sandbox and is ready to deploy to Production.
Which two deployment solutions should a consultant use to ensure skills-based routing is operational in Production
Choose 2 answers

  • A. Change Sets
  • B. Data Loader
  • C. Data Import Wizard
  • D. Mass Transfer Records

Answer: A,B


NEW QUESTION # 95
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?

  • A. 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.
  • B. Ensure that each existing article type has a corresponding knowledge article type that matches its structure and content.
  • C. Convert any articles containing HTML into plain text before importing because HTML is NOT supported to any article field types.
  • D. Prepare a single .csv file that can be used to migrate all article types at once and include with a. properties file in a.zip for import

Answer: B

Explanation:
Ensuring that each existing article type has a corresponding knowledge article type that matches its structure and content is a factor that a consultant should consider as part of the migration strategy for Knowledge articles. An article type is a template that defines the layout, fields, and data categories for an article. An article type can be customized to suit different types of content or audiences. When migrating articles from an external database to Salesforce Knowledge, it is important to ensure that there is a matching article type for each existing article type in Salesforce Knowledge, so that the articles can be imported without losing any information or formatting. Verified Reference: [Service Cloud Consultant Certification Guide & Tips], Article Types Overview


NEW QUESTION # 96
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