Service Cloud Configuration Customize Service Cloud to support your customers’ needs. ~25 mins Learn About Service Cloud Data Models ~10 mins Customize Service Cloud for Your Business ~15 mins
What is service cloud in Salesforce?
The Salesforce Lightning Console was designed with agent productivity in mind. With features such as email to case, skills-based routing, macros, and milestone tracking, Service Cloud gives agents the tools to quickly and efficiently respond to customers on any channel.
What is the future of customer service in Salesforce?
When work flows, satisfaction grows. Together, Salesforce and Slack are transforming the future of customer service, uniting your entire support team with the apps, experts, and data they need to solve problems — faster than ever before. Personalize your support to engage with every customer.
How to set up chat in the Salesforce console?
Set Up Chat in the Salesforce Console in Salesforce Classic Compare Live Agent and Omni-Channel Routing for Chats Create a Basic Chat Implementation Chat Transcripts Set Up Omni-Channel Routing for Chats Accept a Message and Chat with a Customer Chat Routing Options Create Automated Chat Invitations Set Up Chat in Lightning Experience
What are the benefits of Salesforce service management?
With Salesforce’s customizable reports and dashboards, you can monitor your service metrics and track key performance indicators that are important to your business, whether it’s the customer satisfaction score or average handle time.
How long does it take to implement service cloud?
Depending on your specific business requirements, implementation could take as little as two weeks for a quick, out of the box start. Every business is different and it could take longer depending on your specific needs.
How long does it take to configure Salesforce?
Salesforce implementation time can vary based on organizational requirements. On average, it could take 3 to 4 weeks and this time can be much longer in some cases. Understanding common best practices in salesforce implementation can increase speed and minimize costs.
How long does it take to set up Salesforce Marketing Cloud?
Marketing cloud initialization. This part would usually take between 2 and 10 days depending if there are any complexities.
How does Salesforce service cloud work?
Service Cloud enables users to automate service processes, streamline workflows and find key articles, topics and experts to support customer service agents. The purpose is to foster one-to-one marketing relationships with every customer across multiple channels and devices.
How long does it take to implement CRM solution?
How long does CRM implementation take? The timeline for the implementation of a new CRM system depends on the size of the business and its various departments. However, most small businesses can expect implementation to last one to three months.
How long does it take to onboard Salesforce?
If you are completely new to Salesforce you have to spend a minimum of 10hrs a week and it takes around 6 weeks to make you ready for any Salesforce certification exam.
How do I connect my Marketing Cloud to service Cloud?
Service Cloud Setup for Marketing Cloud ConnectIn Service Cloud, navigate to Setup.Click Create.Click Apps.Click New.Enter Marketing Cloud for the app label and name to create the app.Add a logo if desired.Customize tabs and add Marketing Cloud , Email Sends , and Send Analytics .More items...
How does Salesforce sync with Marketing Cloud?
Sync an Object to the Marketing CloudIn Marketing Cloud, go to Audience Builder > Contact Builder.Click Data Sources.Click the Synchronized tab.Select the data source.Click Set Up Object.Look in the Synchronize Entity dialog box with the list of objects that can sync.More items...
How does Salesforce Connect to Marketing Cloud?
In Sales and Service cloud -Click Setup ----> Click Manage App ----> Connected Apps ----> Salesforce Marketing Cloud ----> Manage Permission Sets.Select the newly created permission set.Save changes.Click on Marketing Cloud tab. ... Click Connect to Marketing Cloud.More items...
How do I implement a service Cloud in Salesforce?
7:0312:29Salesforce Service Cloud Implementation - YouTubeYouTubeStart of suggested clipEnd of suggested clipTeam select any amount of users that you'd like to add. You can prioritize different queues of workMoreTeam select any amount of users that you'd like to add. You can prioritize different queues of work using routing configurations.
How do I enable service Cloud in Salesforce?
To enable the service console:On the Salesforce Setup page, navigate to Administer > Manage Users > Users.Click the Edit link for the desired user.Select the Service Cloud User checkbox; then click Save. ... In the Search box, search for Apps and click on the Apps link.Select the Console option and then click Next.More items...•
How do I create a service Cloud in Salesforce?
Go to Setup => Search as 'Users' => List of users will be displayed. List of users is displayed => Click the 'Edit' link beside it. Enable Service Cloud User checkbox and click the 'Save' button. Then provide visibility to the Service Console.
Factors influencing Salesforce Implementation Timeline
Just as I mentioned before, several factors influence the Salesforce implementation timeline. These factors often are dictated by the requirements you create for your setup. Now let’s jump into more details on those factors.
Salesforce product
Did you know that different products require different times to implement? Salesforce implementation timeline very much depends on the type of your implementation. For example, if you are looking to implement Sales Cloud, you should expect user onboarding. As a result, you will have to think about how to support them and provide training.
Complexity of your MVP
Oh, did I mention the fact, that salesforce implementation is actually a never-ending process? No worries, it doesn’t mean you will have a forever complex process of implementation. It just means, that there is a day X where you launch your Salesforce and onboard users.
Company past experience
Depending on your company’s past experience Salesforce’s implementation timeline could differ. If your company has advanced software in place, then you already know what it takes to implement it. As a result – I have good news for you. You will adopt Salesforce faster.
Consultant expertise
There are great consultants and there are not-so-great consultants. Even top-tier Salesforce partners make mistakes. Every place where humanity is in charge, there is a place for a mistake. Your Salesforce implementation timeline is also very much dependent on your consultant. If you hire someone from the industry.
Typical Salesforce Implementation Timeline Infographics
To make things easier I have created a typical Salesforce implementation timeline infographics.
Features Of Service Cloud
The service cloud platform can be used for managing all the cases that are assigned to an agent. It helps to prioritize tasks.
Cases Management In Salesforce Service Cloud
Taking care of the customers to the most important task. The Case management functionality in Salesforce helps to achieve customer success. Case management deals with Customer service, Product support, Solving issues, etc.
Omnichannel In Service Cloud
Omnichannel customer service allows customers to connect with their support staff seamlessly. It is like a widget and appears at the footer of the screen.
Conclusion
This tutorial explained all about Salesforce Service Cloud along with its Configuration, Working & Features in detail.
What is self service community?
A self-service community is a customer portal that allows you to help customers help themselves. Delivering self-service means showcasing your knowledge base and offering case management to customers, so they can get answers to their questions anytime, on any device, from community content or peers.
Is Essentials on Salesforce?
Absolutely! Essentials is built on the Salesforce Platform so upgrading to another edition is simple. Just choose the edition you want, and you'll get all the great new features in minutes while your data stays safe and intact. If you have any questions, feel free to contact us.
What is SOS cloud?
Service Cloud offers Snap-ins, which let you embed customer support directly into your apps, from case management to SOS. In fact, SOS is changing the way companies provide in-app mobile support, with live agent video chat, screen sharing, and on-screen guided assistance.
What is self service community?
A self-service community is a customer portal that allows you to help customers help themselves. Delivering self-service means showcasing your knowledge base and offering case management to customers, so they can get answers to their questions anytime, on any device, from community content or peers.
What is Service Cloud 360?
Service Cloud 360 has all the tools you need to strengthen customer engagement. You’ll be able to: Plus, with the clarity of Customer 360, you can break down silos and get the inside scoop into every single customer interaction from the first click-through, last purchase, and beyond.
How to do field service?
Empower your teams to deliver safe, mission-critical field service. With these field service solutions you’ll be able to: 1 Safely complete jobs on the first in-person or virtual visit 2 Get jobs done faster with step-by-step guided flows 3 Automatically schedule the right person for the right jobs 4 Access data online and offline with the field service app
