Salesforce-Contact-Center Practice Test
212 Questions
The customer wants detailed reports on agent performance and customer satisfaction. Which Salesforce tool provides this?
A. Analytics Cloud
B. Reports & Dashboards
C. Einstein Bots
D. Einstein Discovery
Explanation:
When a customer requests detailed insights into agent performance and customer satisfaction, they are typically looking for advanced analytics capabilities that go beyond standard reporting. In Salesforce, the tool best suited for this is Analytics Cloud, also known as CRM Analytics (formerly Einstein Analytics). Analytics Cloud allows organizations to pull in large volumes of data from multiple Salesforce and external sources, model complex KPIs, and create highly customizable dashboards. It offers deep dive capabilities into metrics such as handle time, first call resolution, agent CSAT scores, and case closure rates—all within dynamic, interactive visualizations. This level of insight is ideal for evaluating both how agents are performing and how customers perceive the service experience.
Analytics Cloud also supports predictive analytics and historical trend analysis. This means that customers can view performance patterns over time, identify root causes of poor satisfaction scores, and take corrective action using actionable dashboards. It’s built specifically for use cases that require highly detailed, role-based views with the ability to drill down into granular data—exactly what's needed for managing a contact center at a strategic level.
🔴 Option B: Reports & Dashboards
Reports & Dashboards in Salesforce are great for operational visibility and provide a solid foundation for tracking standard metrics. However, they lack the advanced capabilities of Analytics Cloud, such as multi-source data blending, deep AI-powered insights, and interactive exploration. While useful for team leads or daily performance tracking, standard reports can be limiting for complex performance analysis and customer satisfaction modeling.
🔴 Option C: Einstein Bots
Einstein Bots are designed to automate customer interactions—answering questions, gathering information, or routing cases—but they don’t provide reporting functionality. While bots may indirectly influence customer satisfaction by improving response times, they are not reporting tools and don’t offer performance or satisfaction analytics.
🔴 Option D: Einstein Discovery
Einstein Discovery provides AI-powered insights and predictions, often used by data scientists or analysts to surface correlations and suggest next best actions. While it can contribute to decision-making, it is not a reporting tool itself, and doesn’t provide dashboards or performance metrics out of the box for contact center agents or CSAT tracking.
🧠 Summary:
For detailed, customizable reports on agent performance and customer satisfaction, Analytics Cloud (CRM Analytics) is the most robust solution within Salesforce. It supports deep data analysis, flexible dashboards, and predictive capabilities tailored to Contact Center needs. Reports & Dashboards offer basic tracking, but Analytics Cloud delivers the depth and insight needed for comprehensive performance evaluation.
📚 Official Salesforce Reference:
🔗 Trailhead: CRM Analytics Basics
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