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Salesforce Success Cloud

Success with Service Cloud

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

Increase Service Rep Efficiency

Implement the tools to help your agents deliver the right answers, faster.

GET THE BASICS

Watch experts demonstrate how to get up and running in the Salesforce Console.

Visit the Salesforce Help for a complete overview of Salesforce Console.


Check out these recommendations for ways to delight your customers.

SIMPLIFY THE AGENT EXPERIENCE

Configure and customize the Service Console to increase agent productivity.

Make it easier for support agents to keep track of cases and take appropriate actions to resolve issues faster.

Configure Salesforce Console for Service Cloud to give your agents a unifying help desk experience.

Configure Case Feed within the Service Console so agents can solve cases more efficiently.

Streamline your agents' tasks by using Quick Actions to automate services processes.

AUTOMATE PROCESSES

Use escalation to automatically reassign cases to the right people, and macros to automate repetitive tasks so you free up agent time.

Enforce service level agreements (SLAs) and track milestones to help agents meet and exceed expectations.


Automatically screen pop customer information and provide click-to-dial calling for your agents using Computer-Telephony Integration (CTI).

Automate case escalation and handle problems more quickly and efficiently.

Learn how to define macros that enable agents to streamline repetitive tasks and minimize data entry errors.

Learn the basics of CTI and identify your requirements to jump-start your partner selection process.

CENTRALIZE KNOWLEDGE

Help employees and customers find answers fast with an online, searchable knowledge base.

Learn how search works in Salesforce Knowledge and customize search in your org for better results.

Learn key components, set up steps, and best practices for planning your Sales Cloud Knowledge implementation.

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

Join the Success with Service Cloud Community

Ask Questions.

Get Answers.

Share Experiences.


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