Salesforce Service Cloud Consultant Practice Exam

The Salesforce Service Cloud Consultant certification validates your proficiency in designing, implementing, and managing customer service solutions using the Salesforce Service Cloud platform. 

Who should consider this certification:

• Salesforce administrators: Gain advanced knowledge of Service Cloud features and functionalities.
• Customer service professionals: Enhance your understanding of Salesforce and its potential to improve customer service delivery.
• IT consultants: Broaden your expertise in implementing and managing cloud-based customer service solutions.
• Individuals seeking career advancement in the Salesforce ecosystem: Validate your skills and stand out in the job market.

Key Roles and Responsibilities:

• Design and implement Service Cloud solutions: Analyze business requirements, configure Service Cloud features, and customize workflows to meet customer service needs.
• Manage knowledge management: Create and maintain a comprehensive knowledge base to empower agents and self-service options for customers.
• Configure case and contact management: Design processes for handling customer inquiries, complaints, and requests, ensuring efficient resolution.
• Optimize automations and workflows: Utilize automation tools to streamline routine tasks, improve agent efficiency, and enhance customer experience.
• Integrate with other Salesforce products: Integrate Service Cloud with other relevant Salesforce products, such as Sales Cloud and Marketing Cloud, to create a holistic customer experience.

Exam Details:

• Format: Multiple-choice and multiple-answer questions
• Time Limit: 120 minutes
• Languages: English, Japanese, Korean, Portuguese (Brazilian)
• Passing Score: 67%

Exam Outline

The Salesforce Service Cloud Consultant exam covers the following topics - 

Industry Knowledge: 10%

• Explain the factors that influence key contact center metrics, KPIs, and business challenges.
• Explain the use cases and benefits for different interaction channels.
• Compare and contrast the different types of contact centers and their business drivers (help desk, product support, telesales, service, field service/depot repair, B2C, B2B, etc.).
• Identify the benefits of a knowledge base.

Implementation Strategies: 15%

• Given a scenario, determine how to facilitate a successful consulting engagement (plan, gather requirements, design, build, test, and document).
• Given a scenario, determine appropriate contact center licensing and deployment strategies.

Service Cloud Solution Design: 16%

• Given a scenario, analyze customer requirements to determine an appropriate solution design considering capabilities, limitations, and design trade-offs.
• Distinguish the key components that contribute to performance optimization within a design.
• Given a scenario, understand the use cases and benefits for implementing CTI, Communities, and Field Service Lightning.

Knowledge Management: 9%

• Explain the knowledge article lifecycle including creation, publishing, consumption, and feedback.
• Given business process requirements, determine the appropriate approach to manage Knowledge adoption and maintenance.
• Given a set of requirements, determine how to configure data categories, article record types, articles, and publishing workflow.
• Understand the key factors to consider when implementing a Knowledge data migration strategy.
• Given a scenario, describe the considerations when migrating from Knowledge to Lightning Knowledge.

Interaction Channels: 10%

• Describe the use cases and functionality for each interaction channel (communities, mobile, phone, email, web, chat, SOS/video channel, and social media.)
• Given business process requirements, determine the appropriate approach to case submission.
• Explain the design considerations (user interface, user profiles, objects to expose, sharing model, reporting, etc.) and best practices when configuring an interaction channel solution (mobile, phone, email, web, chat, or social media).

Case Management: 15%

• Given a set of requirements, design a case management solution from case creation to closure including case assignment, case escalation, case resolution, and case disposition.
• Describe the relationships between cases and other areas such as assets, entitlements, work orders, Communities, Live Agent, and Knowledge.
• Given a set of KPIs, determine the appropriate case management solution.
• Explain the capabilities, use cases, and how to configure the service entitlements and milestones in Salesforce.
• Explain the use cases, capabilities, and limitations of Service Cloud automation (Flow, process builder, quick actions, macros, quick text).
• Identify use cases and capabilities of Social Customer Service.

Contact Center Analytics: 5%

• Given a set of desired metrics, determine the appropriate reporting solution, taking into account data sources, data volume, and various contact center technologies (ACD, IVR, PBX, etc.).  
• Given a scenario, evaluate the considerations when designing reports and dashboards to serve different stakeholders (agents, supervisors, managers, executives).

Integration and Data Management: 5%

• Explain the use cases and considerations for common Service Cloud Integrations.
• Explain the considerations for data migration and data quality.

Service Console: 15%

• Given a scenario, identify the appropriate Service Console features to meet the business need.
• Explain how different Service Console features work together to deliver business value.
• Given a set of business requirements, describe how a feature should be implemented.
• Maintaining Your Salesforce Certification