Incident Management in Salesforce is designed to provide visibility and coordination during service disruptions or issues. For Ursa Major Solar, this feature would allow service agents, operations teams, and customers to have a centralized view and updates on power outages or service issues, facilitating communication and resolution efforts across all stakeholders involved in the incident.

Einstein Bots should be recommended to address common customer feedback and concerns while extending support capabilities. Einstein Bots are part of Salesforce's Service Cloud and can be programmed to handle routine customer inquiries, freeing up agents to focus on more complex issues. These bots can be integrated into various messaging platforms, providing a scalable and efficient way to improve customer service and satisfaction.

The Agentforce Data Library is the key feature that connects Agentforce Service Agent to trusted, structured data sources such as Salesforce Knowledge. It allows grounding of the AI agent’s generative responses on company-verified knowledge articles, ensuring accuracy and trustworthiness when the agent answers complex or technical customer queries (such as product dimensions and specifications).

This configuration ensures that the AI references internal, structured Knowledge data fields rather than generating unverified responses.

Option B (Einstein Search for Knowledge) enhances search results but does not integrate with AI grounding.

Option C (Knowledge component in Experience Builder) only exposes articles to users—it does not enable generative AI to query or reference the Knowledge base.

Referenced Salesforce Materials:

Salesforce Spring ’24 Release Notes – Agentforce Data Library Enhancements for Knowledge Grounding.

Service Cloud Consultant Exam Guide – Interaction Channels Domain.

Salesforce Help: “Connect Agentforce Data Library with Salesforce Knowledge.”

To ensure consistent KPI definitions while respecting data visibility rules, Salesforce dashboards should use the “Dashboard Viewer” as the running user. This setting ensures that each user viewing the dashboard sees data according to their own access permissions (role hierarchy, sharing rules, etc.), but all use the same filters and calculations.

If the dashboard used the VP of service as the running user, all viewers would see organization-wide data, violating visibility requirements. Team leaders (Option C) would restrict the data too narrowly.

Referenced Salesforce Materials:

Service Cloud Consultant Exam Guide – Contact Center Analytics Domain.

Salesforce Help: “Set the Running User for a Dashboard.”

Salesforce Trailhead: “Customize Dashboard Visibility with the Dashboard Viewer Option.”

For a scalable solution that allows support managers to see regional support metrics by default, creating a Dynamic Dashboard is advisable. Dynamic Dashboards display data according to the viewer's access permissions and role hierarchy, enabling each support manager to view metrics specific to their region automatically, without the need for multiple individual dashboards.

When adding a report chart to a Page Layout or a Lightning Record Page, the report must include a chart component. This is because the visualization aspect of the chart is what's displayed on the layout, providing a graphical representation of the report data directly on the record page for quick insights and analysis.

For automating case creation and accommodating customers who upload digital pictures, Email-to-Case is the best practice solution. It allows customers to send emails with attachments, which are automatically converted into cases, including the digital pictures, streamlining the case creation process and improving response times.