Exam Code: CRT-261
Exam Name: Certification Preparation for Service Cloud Consultant
Certification Provider: Salesforce
Corresponding Certification: Salesforce Service Cloud Consultant
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CRT-261 Exam topics

Candidates must know the exam topics before they start of preparation. Because it will really help them in hitting the core. Our CRT-261 exam dumps will include the following topics:

  • Contact Center Analytics 5%
  • Case Management 11%
  • Implementation Strategies 19%
  • Integration and Data Management 6%
  • Service Cloud Solution Design 19%
  • Interaction Channels 9%
  • Industry Knowledge 22%
  • Knowledge Channels 9%

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Salesforce Service Cloud Consultants CRT-261 Exam

Salesforce Service Cloud Consultants CRT-261 Exam is related to Service Cloud Consultant Certification. This exam is designed for those Candidates who have experience implementing Service Cloud Solution in a Customer Facing Role. This exam measures the Candidate ability and knowledge in the design and implements Service Cloud Solution that meets customer business requirement is maintainable and scalable. Salesforce Administrator, Service Cloud Consultant and Designing Service Cloud Consultants usually hold or pursue this certification and you can expect the same job role after completion of this certification.

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Salesforce CRT-261 Exam Syllabus Topics:

TopicDetails
Topic 1
  • Explain the use cases, capabilities, and limitations of Flow important to case management.
Topic 2
  • Explain how different Service Console features work together to deliver business value
Topic 3
  • Given a scenario, evaluate the considerations when designing reports and dashboards to serve different stakeholders (agents, supervisors, managers, executives).
Topic 4
  • 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).
Topic 5
  • Given a scenario, analyze customer requirements to determine an appropriate solution design considering capabilities, limitations, and design trade-offs
Topic 6
  • 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.
Topic 7
  • Explain the use cases, capabilities, and limitations of Service Cloud automation (Flow, process builder, quick actions, macros, quick text).
Topic 8
  • 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.)
Topic 9
  • Given a scenario, determine how to facilitate a successful consulting engagement (plan, gather requirements, design, build, test, and document)
Topic 10
  • Given a set of KPIs, determine the appropriate case management solution
  • Identify use cases and capabilities of Social Customer Service
Topic 11
  • Given a scenario, describe the considerations when migrating from Knowledge to Lightning Knowledge
Topic 12
  • Given a set of requirements, determine how to configure data categories, article types, articles, and publishing workflow
Topic 13
  • Describe the relationships between cases and other areas such as assets, entitlements, work orders, Communities, Live Agent, and Knowledge.
Topic 14
  • 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.).
Topic 15
  • Explain the capabilities, use cases, and how to configure the service entitlements and milestones in Salesforce.
Topic 16
  • Given a scenario, understand the use cases and benefits for implementing CTI, Communities, and Field Service Lightning
Topic 17
  • Understand the key factors to consider when implementing a Knowledge data migration strategy
Topic 18
  • Describe the use cases and functionality for each interaction channel (communities, mobile, phone, email, web, chat, SOS
  • video channel, and social media.)
Topic 19
  • Given a scenario, determine appropriate contact center licensing and deployment strategies
Topic 20
  • Explain the use cases and benefits for different interaction channels
  • Identify the benefits of a knowledge base
Topic 21
  • Explain the considerations for data migration and data quality
  • Explain the factors that influence key contact center metrics, KPIs, and business challenges
Topic 22
  • Distinguish the key components that contribute to performance optimization within a design
Topic 23
  • Given a scenario, identify the appropriate Service Console features to meet the business need
Topic 24
  • Given business process requirements, determine the appropriate approach to manage Knowledge adoption and maintenance
Topic 25
  • Given a set of business requirements, describe how a feature should be implemented

Reference: https://trailhead.salesforce.com/en/academy/classes/crt261-certification-preparation-for-service-cloud-consultant/

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