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Success with Service Cloud

CONNECT WITH EXPERTS, GET BEST PRACTICES, AND LEARN WITH TRAILS

Welcome to Getting Started with Service Cloud!

This training program will guide you through best practices, so you get the basics, discover how to implement case management, learn to configure Salesforce console, and connect with the experts.

Trailhead

Set Up Service Cloud in Lightning

Get customer service up and running for your business.

Take the Trail
GET CONNECTED

Join a Community

Ask questions, learn best practices, and keep up with the latest Service Cloud updates and features.

Attend a Customer Success Event

You’re invited! Learn more about Service Cloud and network with customers at our next customer success event.

UNDERSTAND THE BASICS

Learn Service Cloud Basics

Learn how to get Service Cloud up and running and deliver exceptional service to your customers.

Service Cloud Help and Training

Browse our comprehensive resource library to learn anything and everything about Service Cloud.

CASE MANAGEMENT & CONSOLE

Implement Case Management

Review this resource guide to help you understand how to set up case management.

Spend more time with customers and less time with busywork. Use Service Cloud to automatically assign, escalate, and prioritize cases.

Configure the Salesforce Console

Drive agent effectiveness using the Service Cloud console.

Learn how to design and customize your Salesforce Console to maximize your agents’ productivity.

Look through our help and training documents to learn all you need to know about Service Console.

Get Expert Help with Salesforce Accelerators:*

Engage with a Success Specialist to learn more about the console.

INSIGHTS & ADOPTION

Measure Your Success

Join our webinar to learn how to improve customer service with reports and dashboards. Gain customer service insights, resolve cases quicker, and boost efficiency.

Drive User Adoption

Explore our video library and discover how to effectively train, support, motivate, and engage your customer service users.

Train Your Agents

Take this online course with your agents to understand the basics of Service Cloud.

Get Expert Help with Salesforce Accelerators*

Get 1-on-1 help with a Success Specialist to build Service Cloud reports and design customized dashboards.

Improve Service Rep Productivity

Increase service rep efficiency to help your agents deliver the right answers, faster.

Improve Service Operations

Reduce service response time via automation with Lightning Process Builder.

Reduce Service Costs

Leverage queues, assignment rules and macros to reduce time to close cases.

*Offered to Premier customers only – learn more about Success Plans

Got Questions? Join our Trailblazer Community

JOIN NOW