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Salesforce Success Cloud

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.

GET CONNECTED

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

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

UNDERSTAND THE BASICS

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

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

CASE MANAGEMENT & CONSOLE

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.

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.

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

INSIGHTS & ADOPTION

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

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

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

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

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

Reduce service response time via automation with Lightning Process Builder.

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

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