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Certification Path

The Salesforce Service Cloud Consultants certification includes only one CRT-261 certification exam.

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

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Salesforce CRT-261 Exam Syllabus Topics:

SectionWeightObjectives
Topic 1: Service Cloud Solution Design18%- Service Console and Productivity
  • 1. Macros and Quick Text
  • 2. Omni-Channel
  • 3. Console Configuration
Topic 2: Analytics and Integration14%- Reporting and Integrations
  • 1. CTI Integration
  • 2. Data Visibility
  • 3. Dashboards and Reports
Topic 3: Implementation Strategies15%- Project and Solution Design
  • 1. Requirements Gathering
  • 2. Deployment Planning
  • 3. Change Management
Topic 4: Interaction Channels12%- Digital Engagement
  • 1. Chat and Messaging
  • 2. Email-to-Case
  • 3. Social Customer Service
Topic 5: Knowledge Management10%- Knowledge Features
  • 1. Knowledge Search
  • 2. Article Management
  • 3. Data Categories
Topic 6: Case Management20%- Case Processes
  • 1. Escalation Rules
  • 2. Assignment Rules
  • 3. Entitlements and Milestones
Topic 7: Industry Knowledge11%- Customer Service and Support Processes
  • 1. Support Channels
  • 2. Case Lifecycle
  • 3. Contact Center KPIs

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