Set up Service Cloud Console
Watch experts demonstrate how to get up and running in the Salesforce Console.
Review Service Cloud Console Documentation
Visit the Salesforce Help for a complete overview of Salesforce Console.
Consider These Customer Service Tips
Check out these recommendations for ways to delight your customers.
Create a Unifying Help Desk Experience
Configure and customize the Service Console to increase agent productivity.
Focus on Resolving the Issue
Make it easier for support agents to keep track of cases and take appropriate actions to resolve issues faster.
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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.
Make Life Easier With Automation
Use escalation to automatically reassign cases to the right people, and macros to automate repetitive tasks so you free up agent time.
Monitor Customer Support Level Agreements
Enforce service level agreements (SLAs) and track milestones to help agents meet and exceed expectations.
Identify Your Customer to Provide the Best Service
Automatically screen pop customer information and provide click-to-dial calling for your agents using Computer-Telephony Integration (CTI).
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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.
Guide Agents and Customers to the Best Solution
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.
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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