Service Cloud Consultant Practice Exam: Test Your Knowledge 2025

A financial services company needs to ensure that customer service representatives only see cases and accounts related to customers they are authorized to support based on regulatory compliance requirements. Which Service Cloud feature should be recommended?

A healthcare provider must comply with regulations requiring detailed audit trails of all patient case access. What combination of Salesforce features should be implemented?

During the discovery phase of a Service Cloud implementation, what is the FIRST step a consultant should take?

A company is migrating from a legacy system to Service Cloud. They have 5 million historical cases with attachments. What is the best practice approach for this migration?

A consultant is planning a phased Service Cloud rollout across multiple regions. Which strategy represents best practice?

A telecommunications company receives cases through email, web-to-case, and phone calls. They need cases to be automatically routed to specialized teams based on product type and priority. What solution design should be recommended?

A company wants to provide customer service through multiple channels while maintaining a unified view of all customer interactions. They currently use email, phone, chat, and social media. What Service Cloud architecture should be designed?

A service organization needs to ensure that high-priority cases are addressed within 2 hours and standard cases within 24 hours. If these timeframes are not met, cases should automatically escalate to management. What combination of features should be implemented?

A company wants to enable customers to find answers to common questions without contacting support. Their knowledge base contains 500 articles across 10 product categories. What is the recommended solution?

A support team reports that agents are creating duplicate knowledge articles because they cannot find existing ones. What strategies should be recommended to address this issue?

A company wants to implement live chat on their website to provide real-time support. They need chat transcripts saved to cases and want to route chats to available agents. What should be configured?

A retail company monitors their Twitter account for customer service issues. They want to convert tweets mentioning their product issues into cases automatically. What should be implemented?

A support organization needs to track cases from initial contact through resolution, including time spent in various stages like 'New', 'In Progress', and 'Waiting on Customer'. What feature should be recommended?

A company receives cases via email and wants to automatically link incoming emails to existing cases based on the email subject line. What should be configured?

A support team needs to ensure that when a case is closed, certain fields like 'Resolution Notes' and 'Root Cause' are required. What is the best solution?

A service manager needs a real-time dashboard showing the number of open cases by priority and the average time to resolution for the current month. What should be configured?

A company wants to track agent performance including average handle time, first contact resolution rate, and customer satisfaction scores. What combination of features enables comprehensive agent performance analytics?

A company uses an external billing system that needs to be notified whenever a case is escalated in Salesforce. What integration approach should be recommended?

A service organization wants to prevent duplicate cases from being created when the same customer submits multiple requests about the same issue within a short timeframe. What solution should be implemented?

Agents report that they waste time switching between multiple tabs and systems to resolve cases. They need quick access to case details, related knowledge articles, customer information, and the ability to log calls in one view. What should be configured?