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Salesforce AP-207 Exam Syllabus Topics:

SectionObjectives
Topic 1: Integration and Data Management- System integration concepts
  • 1. API-based integration
    • 2. External system connectivity
      - Data management
      • 1. Data model alignment
        • 2. Data quality and governance basics
          Topic 2: Customer Engagement and Experience- Digital customer experience
          • 1. Customer communication flows
            • 2. Self-service portals
              - Customer service operations
              • 1. Omni-channel support concepts
                • 2. Case management in utilities
                  Topic 3: 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. Industry data model concepts
                        • 2. Energy and Utilities Cloud features
                          Topic 4: Metering, Billing, and Usage Management- Billing processes
                          • 1. Rate and tariff concepts
                            • 2. Billing workflows overview
                              - Meter data handling
                              • 1. Usage data ingestion concepts
                                • 2. Consumption tracking
                                  Topic 5: Energy and Utilities Industry Fundamentals- Energy and utilities business processes
                                  • 1. Utility operations overview
                                    • 2. Customer lifecycle in utilities

                                      Salesforce Energy and Utilities Cloud Accredited Professional Sample Questions:

                                      1. The administrator of an energy company needs to manage the lifecycle of new contracts in Salesforce. After the generation of the contract, it needs to be sent to the customer for eSignature through DocuSign.
                                      Which two features of Contract Lifecycle Management and OmniStudio can be used?

                                      A) An Integration Procedure with an HTTP action is needed to integrate with DocuSign. which can be called from an Omniscript
                                      B) An Omni script can be configured, and a DocuSign Envelope action can be used to email the contract for signature.
                                      C) An integration Procedure with a DocuSign Signature action can be called from an Omniscript to email the contract for signature
                                      D) The 'Send for eSignature' Velocity action can be used to send the last version of the contract document to DocuSign


                                      2. During a discovery session, an energy company mentioned they have a high response rate for customer satisfaction surveys. However, the company has noticed consistently negative feedback about its electric utility-payment set-up, stating the customer would like to see payment confirmations from their respective financial institution with payments.
                                      What's one area the consultant should consider for process improvement?

                                      A) Payment reminders
                                      B) Electronic funds transfers
                                      C) Customer satisfaction surveys
                                      D) Rate change notifications


                                      3. Energy and utility organizations are going through digital transformations that place a greater focus on customers and employees Which three changes are disrupting the energy and utilities market?

                                      A) Customer expectations and values
                                      B) Regulatory and technology changes
                                      C) Capitalization of the cloud
                                      D) Removing the complexity from the business
                                      E) Digital first and work-from anywhere in real time


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


                                      5. A customer has enabled integration between the Energy and Utilities Contact Center Console and Salesforce Field Service (SF5). When a customer calls for a service appaintment, what two prerequisite steps must an agent complete before creating the appointment?
                                      Choose 2 answers

                                      A) Check available field service time slots for the week.
                                      B) See a list of all service and work types available in the system.
                                      C) Confirm customer entitlements for field service appointments.
                                      D) Accurately confirm and verify customer details.


                                      Solutions:

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

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