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Salesforce AP-207 Exam Syllabus Topics:

SectionObjectives
Customer Engagement and Experience- Customer service operations
  • 1. Case management in utilities
    • 2. Omni-channel support concepts
      - Digital customer experience
      • 1. Self-service portals
        • 2. Customer communication flows
          Energy and Utilities Industry Fundamentals- Energy and utilities business processes
          • 1. Customer lifecycle in utilities
            • 2. Utility operations overview
              Salesforce Energy & Utilities Cloud Capabilities- Asset and service management
              • 1. Asset tracking and lifecycle management
                • 2. Work orders and field service concepts
                  - Core platform capabilities
                  • 1. Energy and Utilities Cloud features
                    • 2. Industry data model concepts
                      Metering, Billing, and Usage Management- Billing processes
                      • 1. Billing workflows overview
                        • 2. Rate and tariff concepts
                          - Meter data handling
                          • 1. Consumption tracking
                            • 2. Usage data ingestion concepts
                              Integration and Data Management- System integration concepts
                              • 1. External system connectivity
                                • 2. API-based integration
                                  - Data management
                                  • 1. Data model alignment
                                    • 2. Data quality and governance basics

                                      Salesforce Energy and Utilities Cloud Accredited Professional Sample Questions:

                                      1. Which are the two essential deployment steps for migrating Utilities Self Serve Portal from one org to another?
                                      Choose 2 answers

                                      A) Create an Experience cloud site to set up a sample digital experience site on your target org.
                                      B) Set up Utilities self-serve templates on your target org.
                                      C) Select Self-Serve Portal components from the Energy and Utilities Cloud industry Process Library.
                                      D) Create customer community user profiles for the Utilities self-serve portal.


                                      2. An energy utility company is implementing the Customer Acquisition Management application. The application should support unauthenticated self-serve portal users.
                                      What's the preferred method to configure the application security to meet the requirement?

                                      A) A consultant should assign an EnergyftuntimeB2CSales sample permission set to the Guest User profile and an Energyfiuntime82CSalesCustomerCommunityUser sample permission set to customer community users.
                                      B) The Customer Acquisition Management application cannot support unauthenticated self serve portal users
                                      C) A consultant should assign an EnergyRuntimeSales sample permission set to the Guest User profile and an EnergyRuntimeSalesCustomerCommunityUser sample permission set to customer community users.
                                      D) A consultant should create new permission sets to grant appropriate access to all required objects.


                                      3. An energy company wants to accurately price quotes for new. small and medium businesses, which two scenarios would require integration to a third-party system?

                                      A) Some customers existed on a legacy billing system from previous contracts
                                      B) The potential customer began their journey using WhatsApp.
                                      C) Meter technical data is required from the Distributed System Operator (DSO) m order to confirm supply is possible
                                      D) Credit ratings are actively used as a pricing input for small and medium business customers


                                      4. Which two standard Energy and Utilities Cloud data model characteristics are used to differentiate B2B and B2C customers?

                                      A) Accounts with RecordType Service are used to represent B28 customers
                                      B) Accounts with RecordType Consumer are used to represent B2C customers
                                      C) Accounts with RecordType Business are used to represent B2B customers.
                                      D) Person accounts are used to represent B2C customers.


                                      5. An energy company implemented Energy and Utilities Cloud and deployed the Utility Self-Serve Portal. The next phase of the implementation includes a requirement to show a consumption history graph on the Self-Serve Portal.
                                      What three things are needed to meet the requirement?

                                      A) Use a standard graph component available in the Utility Self-Serve Portal Application as a starting point Then, modify the component and connect it to the right data source using integration procedures
                                      B) Develop or configure integration between Energy and Utilities Cloud and the energy company's customer information system to get the monthly usage information
                                      C) Ask IT where the most suitable source of data that provides the required usage detail is. Assess the next steps based on the findings.
                                      D) Develop or configure integration between Energy and Utilities Cloud and the source system that contains the required data
                                      E) Develop a new graph component to show the usage data, and connect it to the data source using integration procedures.


                                      Solutions:

                                      Question # 1
                                      Answer: A,B
                                      Question # 2
                                      Answer: A
                                      Question # 3
                                      Answer: C,D
                                      Question # 4
                                      Answer: B,C
                                      Question # 5
                                      Answer: A,B,D

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