Salesforce Service Cloud

Here’s a list of topics commonly covered in Salesforce Service Cloud training:

1. Introduction to Sales Cloud: 

  • Overview of Sales Cloud features
  •  Benefits and use cases

 

2. Sales Cloud Setup and Configuration:

  • Initial setup and configuration
  • Customizing Sales Cloud settings and preferences

 

3. Case Management:

  • Creating and managing cases
  • Case assignment rules and workflows
  • Case escalation and resolution

 

4. Service Console:

  • Navigating the Service Console
  • Customizing the Service Console layout
  • Utilizing components and tools within the console

 

5. Knowledge Management:

  • Creating and managing knowledge articles
  • Implementing knowledge bases
  • Article versioning and updates

 

6. Omni-Channel Support:

  • Setting up and configuring Omni-Channel
  • Managing and routing interactions across channels

 

7. Live Agent and Chat:

  • Configuring Live Agent
  • Managing chat sessions and routing
  • Integrating with other communication channels

 

8. Self-Service and Community Portals:

  • Setting up and customizing customer communities
  • Configuring self-service portals and help centers

 

9. Service Analytics and Reporting: 

  • Creating and customizing reports and dashboards
  • Analyzing service metrics and performance

 

10. Automation and Workflow:

  • Implementing service automation with flows and process builders
  • Creating and managing workflow rules

 

11. Integration with Other Systems:

  • Integrating Service Cloud with external systems
  • Using APIs and connectors

 

12. User and Security Management:

  • Managing user profiles and roles
  • Configuring security and access controls

 

13. Best Practices and Optimization:

  • Service Cloud best practices
  • Optimizing workflows and user experiences

 

14. Troubleshooting and Support: 

  • Common issues and solutions
  • Leveraging Salesforce support resources