Free Salesforce Service-Cloud-Consultant Practice Exam with Questions & Answers | Set: 5

To assign cases based on agents' product specialization and ensure even distribution of case workload, using Omni-Channel's "Most Available" routing model is suitable. This model assigns work based on agents' capacity and specialization, balancing the workload among agents while ensuring cases are matched with the appropriate expertise.

According to Salesforce Implementation Best Practices, for complex Service Cloud rollouts (including Case, Knowledge, and Omni-Channel), the optimal approach is to:

Conduct role-based, hands-on training focused on real-life scenarios.

Use a phased rollout strategy, starting with a pilot group to collect feedback and refine processes before full deployment.

This minimizes disruption, builds confidence, and supports adoption across varying skill levels.

Option B and C lack structure, training depth, and change management alignment.

Referenced Salesforce Materials:

Service Cloud Consultant Exam Guide – Implementation Strategies Domain.

Salesforce Help: “Plan User Enablement and Phased Rollouts.”

Salesforce Project Delivery Framework – Adoption and Training Best Practices.

For Experience Cloud customer users, Sharing Sets are the correct mechanism to provide access to records linked to their own Contact or Account. By creating a sharing set for the Case object, UC can ensure users see only the cases where they are the associated contact—even if the cases were created internally.

Option A (sharing rule) applies to internal users, not Experience users.

Option C (Public Read/Write) violates data security and exposes all customer cases.

Referenced Salesforce Materials:

Service Cloud Consultant Exam Guide – Service Cloud Solution Design Domain.

Salesforce Help: “Grant Record Access to Portal Users with Sharing Sets.”

Salesforce Experience Cloud Implementation Guide – Sharing Set Configuration.

Following best practices for developing a new Case Management solution that includes third-party integrations, it's advisable to use separate sandboxes for different stages of development. This approach allows for isolated environments to develop, test, and validate features before deployment to production, minimizing risks and ensuring that new functionalities meet user requirements and work as expected in an integrated ecosystem.

To reduce total case volume and average case handling time, publishing Knowledge articles on the Experience Cloud site and enabling agents to attach articles to cases upon closure is recommended. This approach empowers customers to find solutions independently, potentially reducing the number of incoming cases and assisting agents in resolving cases more efficiently by leveraging existing Knowledge content.

Comprehensive and Detailed Explanation:

To efficiently monitor social media platforms and convert relevant interactions into cases, leveraging a third-party application from the Salesforce AppExchange is recommended. These applications are designed to integrate seamlessly with Salesforce and provide robust social media monitoring capabilities.

From Salesforce's best practices:

"With the right social media monitoring tools, you can create an automatic ticket that your customer service team can see and respond to immediately, and match it with that customer’s inquiries by phone, email, and more."

—Salesforce Marketing Cloud

Utilizing a third-party app ensures that UC can quickly implement a solution within the two-week timeframe, providing the necessary tools to monitor social media channels effectively and manage customer interactions through Salesforce.

Email-to-Case is a standard Salesforce Service Cloud feature that automatically converts customer emails into Case records. Since Universal Containers already uses social media, chat, phone, and SMS through Digital Engagement, adding Email-to-Case would complete a traditional multichannel service strategy by enabling customers to contact support through email.

Option A (AppExchange) is a marketplace for solutions but not a direct communication channel.

Option C (Salesforce Inbox) is designed for sales productivity and email integration for sales reps, not for customer support case creation.

Referenced Salesforce Materials:

Service Cloud Consultant Exam Guide – Interaction Channels Domain.

Salesforce Help: “Set Up Email-to-Case to Create Cases from Customer Emails.”

Salesforce Trailhead: “Route Customer Emails to Cases.”

For a scalable solution that allows support managers to see regional support metrics by default, creating a Dynamic Dashboard is advisable. Dynamic Dashboards display data according to the viewer's access permissions and role hierarchy, enabling each support manager to view metrics specific to their region automatically, without the need for multiple individual dashboards.

To show service agents when items were started, paused, resumed, and completed in Einstein Next Best Action, configuring the Actions & Recommendations component is recommended. This component provides visibility into the actions taken on a case, including the status of each action, enhancing transparency and collaboration among agents working on the same case.

Creating a data category for each product and assigning these categories to service agents based on their product specialization ensures that agents only see relevant articles during Lightning Knowledge searches. This approach streamlines access to information and enhances support efficiency for specific product lines.