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  • Exam Name: Salesforce Certified Service Cloud Consultant (Service-Con-201)
  • Last Update: Sep 12, 2025
  • Questions and Answers: 196
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CRT-261 Practice Exam Questions with Answers Salesforce Certified Service Cloud Consultant (Service-Con-201) Certification

Question # 6

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 within each status during their lifecycle.

Which reporting solution should be recommended?

A.

Create a report using the Case Lifecycle report type.

B.

Create a report using the Case Age report type.

C.

Create a report using the Case Historical Trending report type.

D.

Create a report using the Case Snapshot report type.

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Question # 7

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?

A.

Web-to-Case

B.

Email-to-Case

C.

Salesforce for Outlook

D.

On-Demand Email-to-Case

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Question # 8

Cloud Kicks (CK) has recently started using Entitlements within its support process. However, CK has found many cases with inaccurate data. As many Entitlements are similarly named, service agents are selecting Entitlements that are not associated with the Account assigned on the Case.

What is the recommended method to meet the requirements?

A.

Lookup Filter

B.

Auto-Add Milestones

C.

Cross-Object Formula

D.

Approval Process

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Question # 9

Universal Containers wants a mechanism that provides customers access to product installation guides, warranty information.

What solution should the consultant recommend to meet this request?

A.

Create a Customer Experience Cloud site.

B.

Implement Recommended Articles.

C.

Configure Web-to-Case.

D.

Deploy a Partner Central Community.

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Question # 10

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

A.

CTI Adapter configuration

B.

Lightning Console enablement

C.

Call Center Definition File creation

D.

Service Console case creation configuration

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Question # 11

AW Computing sells and supports personal computers and printers. There are times when support reps are unable to solve the customer's product issues over the phone. In those instances, the customer ships the product back to AW Computing for servicing.

What should be implemented to ensure the repairs are completed in a timely manner by technicians with the appropriate skill set?

A.

Service requests are assigned to a quruc where the technician can accept it.

B.

Service requests are scheduled using Salesforce Field Service.

C.

Service requests are asstgred to the technician using Omnt-Channel.

D.

Service requests art assigned by the support reps to trie technician

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Question # 12

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

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Question # 13

Cloud Kicks (CK) wants to correlate its Customer Satisfaction ratings to service center call metrics, CK has identified Average Speed of Answer as a leading indicator to predict Customer Satisfaction.

What should the consultant explain about Average Speed of Anwer?

A.

It captures the same informaion as First Call Resolution.

B.

It includes blocked and abandoned calls.

C.

It is the typical experience of a caller.

D.

It is skewed by calls that are quickly answered

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Question # 14

Cloud Kicks has millions of customers. Only a small percentage of the customers have existing Contact records in Salesforce The customer's email address is used to populate details from another system and enrich the Contact record.

A service center uses multiple channels to support customers, including phone, Email-to-Case, and Web-to-Case. Support agents frequently fail to capture the necessary information, leading to an inconsistent customer experience.

What is the recommended method to consistently capture new caller details?

A.

Use a global quick action to capture details.

B.

Use an auto-launched flow to capture details.

C.

Use a new customer Path on Contact to capture details.

D.

Use Open CTI with Pop to flow to capture details.

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Question # 15

Universal Containers wants to help customers resolve issues by browsing Knowledge articles and submit a case if they need more information.

What should the consultant recommend to meet the requirements?

A.

Allow Comments on Knowledge articles.

B.

Implement Case Assignment Rules.

C.

Enable Chat in an Experience Cloud site.

D.

Create a self-service Help Center.

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Question # 16

AW Computing would like to interact with customers on facebook and Twitter.

Where are the conservations tracked in Salesforce?

A.

Case Chatter feed

B.

Social Post record

C.

Case activity feed

D.

Case notes related list

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Question # 17

Cloud Kicks pride support to customers across the workd and uses the Lightning experince. Service agents have a set of common responses. Managers would like to consilidate the responses as Quick Text, translate them to multiple languages and share them to the correct groups of service agents.

What should a consultant recommend to meet the requirements?

A.

Use translation Workbech to localize each Quick Text.

B.

Set the Organization-Wide default to Public Ready Only.

C.

Share the Folder with Quick text for each language.

D.

Share each Quick Text individually to Public Groups.

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Question # 18

Cloud Kicks (CK) has a service performance aasnboard to marage .ts entire support organization. Now, CK would like to understand performance from different perspectives, such as by product Hne or case close date quarter.

What is the recommended solution to meet the requirements'

A.

Configure e deshboerd refresh schedule.

B.

Ensure View All Data is not assigned to users.

C.

Use a Dynamic Dashboard based on running user.

D.

Add multiple Dashboard Filters.

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Question # 19

UCs is implementing Salesforce Knowledge at its contact center. The contact

center has a dedicated support team for each product that it supports. Contact

center agents should only be able to view articles for the product they support.

What solution should a consultant recommend to meet this requirement?

A.

Assign team-based roles to the associated product article types

B.

Assign team-based profiles to the associated product article types

C.

Assign team-based roles to the associated product data category value

D.

Assign team-based profiles to the associated product data category value

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Question # 20

The support team at Cloud Kicks would like would like to implement Messaging to gather customer feedback and issues.

What are two places the messages can be routed to?

Choose 2 answers

A.

Chatter Group

B.

Web Chat

C.

Einstein Bots

D.

Call Center Agent

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Question # 21

what should a consultant recommend to ensure chat request contain enough infomration for customer service representatives to effectively respond?

A.

Customize the lightning console chat page

B.

Configure a chat validation rule

C.

Customize the pre chat form

D.

ConfigureLightningGuided Engagement

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Question # 22

Universal Containers wants to reduce the amount of Sim support agents spend creating cases. Case creation must scale up to 5OO0 new cases per day, as well as allowing file attachments under 25 MB by the customer.

Which two features should the consultant suggest?

Choose 2 answers

A.

Standard Email-to-case

B.

On-Domand Emali-to-Case

C.

Apex Email Service

D.

Web-to-Case forms

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Question # 23

Cloud Kicks (CK) provides support through Web-to-Case. As part of a service improvement project, a self-service portal in Experience Cloud and public Knowledge base were added. When reviewing service KPIs, management at CK found a 10% increase in case resolution time and is considering reverting the changes.

What is the likely reason for the KPI change?

A.

Self-service deflects easy cases, leaving more complex cases for agents.

B.

Customers are spending additional time searching for answers.

C.

Agents do not have access to the same Knowledge articles as customers.

D.

Customers must spend additional time registering for the portal.

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Question # 24

Which feature should a Consultant recommend to allow a Tier 2 Service Representative to take over case processing from Tier1 and know how far Tier1 had progressed in troubleshooting?

A.

Service Console Macros

B.

Lightning Guided Engagement

C.

Path for Cases

D.

Lightning Flow Component

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Question # 25

The VP of Service at Universal Containers wants to make it easier and faster for support reps to send knowledge articles to the customer.

What should a consultant configure to satisfy this request?

A.

Create a macro to send an email with the article to the customer.

B.

Create a workflow email alert to send the article to the customer.

C.

Create an auto-response rule to send the article to the customer.

D.

Create a Lightning email template to send the article to the customer.

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Question # 26

Cloud Kicks provides support to customers through voice, web, and chat channels. Cases are routed to service agents based on availability and skills. When agents encounter issues, they can raise a flag. Supervisors need to respond to flags and provide responses that only the agent can view.

What is the recommended solution to meet the requirements?

A.

Screen Flow

B.

Einstein Case Routing

C.

Case Escalation Rules

D.

Omni-Channel Supervisor

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Question # 27

Universal Containers wants to deploy the Service Cloud to its contact centers located across North America, Europe, and Asia. The company wants standardized contact center processes and reporting implemented in its centers worldwide.

Which approach should a consultant recommend in this scenario?

A.

Assign a global team of experienced agents and leaders to create a common design template and report structure.

B.

Assign teams in each major contact center to design a solution unique to its needs and have an analyst build a combined report.

C.

Recommend utilizing out-of-the-box functionality to reduce cost and ensure one worldwide process and reporting.

D.

Recommend that the VP of Worldwide Support design a global template to provide a clear vision and standardization.

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Question # 28

Ursa Major Solar cells highly technical products that require specific expertise for configuration changes and troubleshooting. A mobile workforce can be dispatched to support customers. Dispatching a worker comes at a high cost, and available appointment times are typically several weeks in the future.

What is the recommended method to improve the support experience while providing expert-level support?

A.

Omni-Channel Routing

B.

Visual Remote Assistant

C.

Workforce Engagement Self Scheduling

D.

Field Service Scheduler

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Question # 29

Which search mechanism should be used to find case comments from within the lightning service console?

A.

Search utility component

B.

Comment search component

C.

Comments list view

D.

Global search

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Question # 30

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.

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

B.

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.

C.

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

D.

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 for import.

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Question # 31

to help service agents more accurately respond to cases universal containers wants a list of relevant knowledge articles to be displayed on case

record page.

A.

Add the knowledge related list to the case record page

B.

Add the knowledge tab to the service console

C.

Add knowledge component to case record page

D.

Add knowledge data categories to each case

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Question # 32

universal containers wants to schedule technicians for repair services when an agent is unable to solve customer problem via call center

A.

Omni channel

B.

Contact Requests

C.

field service

D.

Mobile connect

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Question # 33

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?

A.

Create Knowledge Articles and publish internally and publicly.

B.

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

C.

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

D.

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

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Question # 34

The support manager at universal containers has noticed an increase in average case age, which is negatively impacting customer satisfaction. To research the situation, the support manager wants to know the amount of time that cases have spent within each status during their lifecycle.

Which reporting solution should a consultant recommend?

A.

Create a report using the Case Lifecyle report type

B.

Create a report using the Case age report type

C.

Create a report using the Case snapshot report type

D.

Create a report using the Case historical trending report type

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Question # 35

Universal Containers (UC) wants to implement Service Cloud using Agile methodology. How should the consultant recommend delivering a successful implementation?

A.

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

B.

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

C.

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

D.

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

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Question # 36

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

A.

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

B.

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

C.

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

D.

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

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Question # 37

Cloud Kicks is preparing to support customers through SMS text messaging and WhatsApp. Support agents will need to easily switch between multiple customer conversations. Which two features will help meet the requirements?

Choose 2 answers

A.

Social Customer Service

B.

Service Console

C.

Messaging

D.

Chat

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Question # 38

Universal Containers need to determine whether the work orders and customer contacts should be stored as chil cases or on a related custom object.

Which three aspect should the consultant consider to meet the requirements?

Choose 3 answers

A.

Work order and customer contact escalation requiements

B.

Visibility and accesst to the work order records

C.

Total number of accound and contact records in the database

D.

Accoun team relationship to the primary contact

E.

Case closure rules on the original case

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Question # 39

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?

A.

Salesforce Console

B.

Entitlements and Milestones

C.

Case Escalation

D.

Case Assignment

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Question # 40

Cloud Kicks (CK) provides varying levels of support based on the customer’s Service Contract. For customer with a Gold Service Contract, agents must provide a response to each customer contact witin the 24 hours. CK plans to use Milestones.

What is the recommended Milestone Recurrence Type to meet the requirements?

A.

No Resource

B.

Sequential

C.

Independent

D.

Auto-Add

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Question # 41

Universal Containers is migrating from Classic Knowledge to Lightning Knowledge using the Lightning Knowledge Migration Tool and noticed that none of the Article file attachments were migrated. How can a Consultant migrate the file attachments?

A.

Upload the files as Documents, then relate them to the migrated Articles.

B.

Use the Lightning Knowledge Migration Tool and choose 'include files'.

C.

Use the Files Related List on each article to add files to your articles.

D.

Post the Files to the Chatter Feed on each Article.

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Question # 42

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.

Change the org-wide default for cases and contacts internal access to private.

B.

Update the case assignment rule to add the site member to the predefined case team.

C.

Create a sharing rule to share the contact record with the site member.

D.

Set up a sharing set to grant access based on the site member's contact record.

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Question # 43

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?

A.

Social Persona for Twitter and Facebook.

B.

Social Media Marketing message tagging.

C.

Social Customer Service for Twitter and Facebook.

D.

Einstein Bot social queues.

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Question # 44

Universal Containers wants to notify Support Managers when a new case has been untouched for more than two business days.

Which approach should a consultant implement?

A.

Define Case Auto-Response Rules.

B.

Establish Case Assignment Rules.

C.

Create a Process Builder with Scheduled Actions.

D.

Configure Case Escalation Rules.

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Question # 45

Universal Containers wants customers to have the ability to log cases with structured data and route based on Urgency and Product Line.

How should a Consultant accomplish this?

A.

Standard Email-to-Case with assignment rules

B.

Lightning Email with web routing prioritization

C.

Omni-Channel with prioritized queues

D.

Standard Web-to-Case with assignment rules

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Question # 46

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.

Omni-Channel

B.

Publisher Actions

C.

Macros

D.

Quick Text

E.

Chatter

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Question # 47

A recent survey at Cloud Kicks (CK) shows a decrease in customer satisfaction due to the length of time it takes to resolve cases. A case analysis shows many similar cases that can be solved quickly with the same set of steps. CK has already enabled Knowledge Management.

What is the recommended method to decrease the time it takes to close cases?

A.

Create Synonym Groups.

B.

Create Article Translation.

C.

Enable Suggested Articles.

D.

Add Data Category Groups.

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Question # 48

Universal containers would like for articles to be suggested to agents based on

information they are typing into the case. What solution should a consultant

recommend?

A.

Create a salesforce console for service and enable the knowledge sidebar on

the case page layout.

B.

Enable the knowledge sidebar setting in the case support settings.

C.

Create a visualforce page called knowledge sidebar on the case page layout.

D.

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

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Question # 49

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?

A.

Enable Keyboard shortcuts

B.

Define criteria-based record page components

C.

Configure Macros

D.

Create multiple Console layouts

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Question # 50

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?

A.

Contact Salesforce to send a report on article efficacy.

B.

Send out a monthly survey to customers requesting feedback.

C.

Install Knowledge Base Dashboards and Reports AppExchange package.

D.

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

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Question # 51

A recent analysis of agent performance on chat-related cases revealed a large gap between top performing agents and poor performers. Top agents identified coaching from managers as a key success factor. The company would like to ensure managers provide coaching on chat-related cases.

What is the recommended method for managers to coach agents?

A.

Use Omni-Channel Supervisor to monitor agents' chat sessions.

B.

Use an Einstein Bots Chat to handle common issues.

C.

Use skills-based routing in Salesforce Messaging.

D.

Use Einstein Chat Insight to identify areas to improve.

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Question # 52

A recent review of customer satisfaction surveys revealed the support center does a poor job of upseting new products to customers. Customers report dissatisfaction when calling for troubleshooting, billing, enrollment, or similar issues and receiving a sales pitch. However, customers that have been upsold new products are two times more likely to remain a customer.

What is the recommended method to ensure upselling only occurs when customers are likely to be receptive to the offer?

A.

Validation Rules

B.

Einstein Next Best Action

C.

Service Analytics Predictions

D.

Einstein Reply Recommendations

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Question # 53

Universal containers is trying to reduce the amount of time support agents spend creating cases. The new method 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?

A.

On-Demand Email-to-case

B.

Standard email to case

C.

Web to case forms

D.

Omni channel routing

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Question # 54

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.

Email-to-Case

B.

web-to-Case

C.

An AppExchange package

D.

On-Demand Email-to-Case

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Question # 55

Universal Container wants to let its customers intercat real time with support agents from their computers and mobile devices.

What feature should a consultant recommend to meet this requirement?

A.

Web-to-Case

B.

Emebedded Chat Service

C.

Customer Community

D.

Case Assignment Rules

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Question # 56

Universal conatiners has determined that case list views are slow to load because of the large number of cases in the system. Which two actions will improve the performance of the list views? Choose 2 answers

A.

Filter the views by case owner.

B.

Restrict visibility of the views.

C.

Reduce the number of fields displayed.

D.

Remove filter criteria from the views.

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Question # 57

Universal Containers (UC) receives partner data in Excel format. The Excel data is all text, but needs to be imported into existing Salesforce Date, Number, and Text fields.

Which three best practices should a consultant recommend?

Choose 3 answers

A.

Import the records and create a workflow rule to change the data type.

B.

Standardize all rows to match Salesforce data types.

C.

Import the records and use Duplicate Management.

D.

Deduplicate the data before importing into Salesforce,

E.

Install the Data Quality Analysis Dashboards from the AppExchange.

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Question # 58

Universal Containers (UC) wants to automate the process of case creation. While conducting a business process review, the consultant learned that in some instances, customers provide UC with digital pictures of the problem. The average attachment size was 34 MB.

Which solution should a consultant recommend?

A.

Web-to-Case

B.

Outlook Integration

C.

Email-to-Case

D.

On-Demand Email-to-Case

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Question # 59

Universal containers is looking for ways to provide more proactive support and to promote its brand on the internet with minimal investment. A consultant recommends installing the Social Customer Service Start Pack.

Which two feature should the consultant recommend as part of the deployment?

A.

Select two Twitter or Facebook accounts.

B.

Create and assign permission sets to give agents social account access.

C.

Retrieve Social Studio credentials.

D.

Enable the Moderation feature to automatically create cases from posts.

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