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Salesforce ADM-261 Exam Syllabus Topics:

SectionWeightObjectives
Case Management25%- Support processes and record types
  • 1. Case lifecycle and status management
    • 2. Automation: assignment rules, escalation rules, queues
      - Service level management
      • 1. Entitlements and service contracts
        • 2. Milestones and timeline tracking
          Service Cloud Console15%- Console configuration
          • 1. Custom navigation and layouts
            • 2. Utility bar and productivity tools
              - Integration and extensions
              • 1. Live Agent / Chat deployment
                • 2. Open CTI and telephony integration
                  Analytics and Reporting10%- Dashboards and KPIs
                  • 1. Trend analysis and forecasting
                    • 2. Service level agreement monitoring
                      - Service-specific reports
                      • 1. Agent performance tracking
                        • 2. Case volume and resolution metrics
                          Omni-Channel Routing15%- Workload management
                          • 1. Queue and agent assignment
                            • 2. Skills-based routing
                              - Setup and configuration
                              • 1. Presence configurations
                                • 2. Routing models and capacity
                                  Integration and Automation5%- Flow for Service
                                  • 1. Process automation design
                                    - Third-party integrations
                                    • 1. CTI and telephony systems
                                      Knowledge Management20%- Lightning Knowledge setup
                                      • 1. Publishing and approval processes
                                        • 2. Article types and data categories
                                          - Knowledge usage and integration
                                          • 1. Knowledge-Centered Support (KCS) best practices
                                            • 2. Case and knowledge association
                                              Self-Service and Communities10%- Self-service features
                                              • 1. Web-to-Case and Email-to-Case
                                                • 2. Chat and bot integration
                                                  - Experience Cloud setup
                                                  • 1. Site creation and branding
                                                    • 2. Case and knowledge access

                                                      Salesforce Service Cloud Administration Sample Questions:

                                                      1. 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 liketo send an email to the customer that includes details of the correction process.
                                                      What should a consultant recommend to meet this requirement?

                                                      A) 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
                                                      B) Create an assignment rule that sends an email to the case contact when a case with the "Errata" record type is created
                                                      C) Create an Apex trigger that sends an email to the case contact when a case with the "Errata" record type is created
                                                      D) Create an auto-response rule that sends an email to the case contact when a case with the "Errata" record type is created


                                                      2. What are three best practices that should be used when deploying Salesforce functionality to production?
                                                      Choose 3 answers

                                                      A) Plan and communicate the deployment to all users of the organization in advance.
                                                      B) Migrate atest deployment to a stagingenvironment for a smoother real-life experience.
                                                      C) Ensure all users refrain from logging into production for an entire day prior to deployment.
                                                      D) Select a window of time when users will NOT be making changes to the organization.
                                                      E) Ensure that at least 60% of the code is covered by unit tests before deploying to production.


                                                      3. Universal Containers is implementing aKnowledge Base and wants to empower certain managers to create, edit, and manage articles. All articles should be reviewed by these managers before being published, while some articles need an additional layer of legal review as well. Which three actions should a Consultant recommend to meet these requirements? Choose 3 answers

                                                      A) Create at least two different article types.
                                                      B) Create at least two different data categories.
                                                      C) Grant managers the Manage Data Categories permission.
                                                      D) Create at least two different approval processes.
                                                      E) Grant managers the Manage Salesforce Knowledge permission.


                                                      4. UC's service center needs to provide support for a new product line. The product manager would like to be notified whenever a customer reports a new defect. Which solution should a consultant recommend to meet this requirement?
                                                      (choose 1 answer)

                                                      A) Use Chatter case feed and case teams to monitor cases
                                                      B) Use an escalation rule to move cases into the product manager queue
                                                      C) Use anassignment rule to assign new cases to the product manager
                                                      D) Use a workflow rule to send an email to the product manager


                                                      5. Universal Containers wants to reduce incoming support phone call volumE. What action can be taken to meetthis requirement? Choose 2 answers.

                                                      A) Leverage Live Agent for web-based chat.
                                                      B) Implement Salesforce Knowledge on a portal.
                                                      C) Implement Salesforce Console for Service to support agents.
                                                      D) Enable service contracts and entitlements.


                                                      Solutions:

                                                      Question # 1
                                                      Answer: A
                                                      Question # 2
                                                      Answer: A,B,D
                                                      Question # 3
                                                      Answer: A,D,E
                                                      Question # 4
                                                      Answer: D
                                                      Question # 5
                                                      Answer: A,B

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