A Step by Step Guide to Enable Service Cloud in Salesforce. Step 1: In your Salesforce, go to account page layout and go under highlighting panel. Step 2:Click on the setting icon of highlighted portion a pop up will appear and select field for highlight panel and then click OK.
Full Answer
How does Salesforce service cloud help keep customers happy?
Service Cloud
- Robust Case Management Tools. One of the critical features Service Cloud offers is the ability to automatically handle incoming cases to make sure nothing gets missed, just like how Sales ...
- More Customer Support Channels. Service Cloud also lets you take customer support beyond Cases. ...
- Self-Service Options. ...
What are the types of Salesforce clouds and their features?
- Salesforce Sales Cloud.
- Salesforce Service Cloud.
- Salesforce Marketing Cloud.
- Salesforce Analytics Cloud.
- Salesforce Integration Cloud.
- Salesforce Commerce Cloud.
- Financial Services Cloud.
- Higher Education Cloud. Features Of Salesforce Clouds
- Contact Management.
- Opportunity Management.
How do I log into Salesforce?
How do I access Salesforce for the first time?
- Check your email for your login information.
- Click the link provided in the email. The link logs you in to the site automatically.
- The site prompts you to set a password and choose a security question and answer to verify your identity in case you forget your password.
How to create an automation in Salesforce Marketing Cloud?
Schedule Activities or Run Them Immediately
- In Marketing Cloud, navigate to Automation Studio.
- Click New Automation.
- Enter a name for the automation, then choose whether to run the automation from a schedule or a file drop. ...
- Drag your activities to the step sequence in the order you want them to occur. ...
- Configure the activities in each step. ...
- Save the automation when you finish. ...
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 setup a service Cloud?
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.
How do I create a service Cloud console in Salesforce?
Set Up the Salesforce Service Console in LightningClick the gear icon. ... Enter App Manager in the Quick Find box, and select App Manager.Click the New Lightning App button and follow the screens to add the new app details.Fill in the App Details & Branding information. ... Click Next.More items...
What is Salesforce service Cloud?
Salesforce Service Cloud is a customer relationship management (CRM) platform for customer service and support. Salesforce based Service Cloud on its Sales Cloud product, a popular CRM software for sales professionals.
What is the difference between Sales Cloud and service Cloud?
Service Cloud is an add-on to Sales Cloud. Sales Cloud includes Cases and Email-to-case, whereas Service Cloud includes features like Entitlements and Milestones. It is mainly omnichannel. The console is an added feature in Service Cloud, setting it apart from Sales Cloud.
What is service setup in Salesforce?
Service Setup is where you connect your customers to your service center. Think of it as a dashboard for all things service. Whether you need to turn emails into cases, integrate with Twitter and Facebook, enable a knowledge base, or create a self-service help center, you do it all in Service Setup.
What is the difference between service and service console in Salesforce?
Service Cloud is your whole Salesforce instance / org. Service Console is just one of the Apps in your Service Cloud. You can access Service console from Apps. It is a tab-based workspace that lets you manage multiple records on a single screen.
How do I deploy a service console to production in Salesforce?
How do I move it to production? Setup > App Setup > Deploy > Deployment Connection > Allow Inbound Change Set. Setup > App Setup > Deploy > Outbound Change Set > Create new change set > You have to include the component manually which you want to send to production, they will not automatically get added to change set.
What is a key benefit for agents who use service cloud?
Service Cloud Benefits for Agents Work with many records simultaneously across tabs and subtabs to reduce clicks, clutter, and too many open windows. Put productivity tools like macros, bookmarks, pinned tabs, keyboard shortcuts, and ready-to-use templates along with a 360-degree view of each customer.
How do I use Salesforce service Cloud?
0:032:10Learn How Salesforce Service Cloud Is a Complete Solution - YouTubeYouTubeStart of suggested clipEnd of suggested clipFirst scale your support by providing customers with self-service. Options here they can resolveMoreFirst scale your support by providing customers with self-service. Options here they can resolve simple issues with access to guided processes. And find answers to frequently asked.
How do I know if I have Salesforce service Cloud?
You can check either the user assigened Service cloud feature license under the user details page with "Service Cloud User" is ticked or not. also from setup -> company information, you can find out the total list of feature licensed enabled in your org and used licenses, remaining licenses.
Is service Cloud included in Salesforce?
Service Cloud is built on Salesforce Customer 360, giving you a 360-degree view of your customers and enabling you to deliver smarter, faster, and more personalized service.
Service Cloud: Quick Look
See how Service Cloud helps you deliver faster, more personalized service.
Service Cloud Agent Experience
Discover how agents use the Service console to close customer cases fast.
Service Cloud Agent Productivity
Help your agents work faster and more efficiently in the Service Console.
Salesforce Flow for Service
Simplify onboarding and guide your agents to resolve cases quickly and consistently.
Omni-Channel for Lightning Experience
Route work to the right agent for the job and get a complete view of your contact center.
Knowledge Basics for Lightning Experience
Use Lightning Knowledge to create a knowledge base for better customer service.
Salesforce Surveys for Admins
Translate, automate, and evaluate your surveys with Salesforce Surveys.
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.
