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CRT-261 Exam topics
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- Service Cloud Solution Design 19%
- Industry Knowledge 22%
- Knowledge Channels 9%
- Interaction Channels 9%
- Contact Center Analytics 5%
- Implementation Strategies 19%
- Integration and Data Management 6%
- Case Management 11%
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Salesforce CRT-261 Exam Reference
Salesforce CRT-261 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Knowledge Management | 9% | - Knowledge-Centered Service (KCS) methodology - Knowledge base configuration and management - Article lifecycle and publishing |
| Topic 2: Integration and Data Management | 6% | - Integration patterns and tools - Data migration and quality - Data model and relationships |
| Topic 3: Contact Center Analytics | 5% | - Data sources and reporting considerations - Report and dashboard design - Metrics and KPIs tracking |
| Topic 4: Implementation Strategies | 19% | - Consulting engagement lifecycle - Project planning and requirements gathering - Licensing and deployment models |
| Topic 5: Industry Knowledge | 22% | - Service industry best practices - Key metrics, KPIs and business challenges - Contact center types and business drivers |
| Topic 6: Service Cloud Solution Design | 19% | - Solution design considerations and trade-offs - Feature selection and alignment with requirements - Scalability and maintainability |
| Topic 7: Service Console | - Configuration and usability - Feature combination and business value | |
| Topic 8: Case Management | 11% | - Case creation, assignment, escalation and resolution - Entitlements, milestones and service level agreements - Automation with Flow, Process Builder and macros |
| Topic 9: Intake and Interaction Channels | 9% | - Email, phone, chat, social, and web channels - Omni-channel routing and configuration - Channel capabilities and limitations |
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