Service Cloud Console is a Salesforce application used to find, update and create records quickly. Here every Salesforce service feature is available and it gives 360-degree view of each customer in support process. In Salesforce, we can create many number of console application.
Is Salesforce the best cloud service?
With that, here are the tools you can use to build apps on Lightning Platform:
- Salesforce Environments. A secure and isolated development environment for developers and admins to test ideas, accelerate app development, and customize the platform. ...
- Heroku. It lets you extend Salesforce by building engaging experiences through custom apps. ...
- mySalesforce. ...
- myEinstein. ...
- Salesforce App Cloud. ...
How to create a service cloud in Salesforce?
Your Challenge
- Create a case. ...
- Create a Case Team Role where the Member Role Name = 'IT Specialist' and Case Access = 'Read/Write'
- Create a predefined case team with the name 'Specialists'.
- Add yourself to the Specialists case team with the role of ‘IT Specialist’.
- Add the Specialists case team to your newly created case.
What is service cloud in Salesforce?
What does Salesforce Service Cloud do?
- Enables your customer service team to resolve cases faster, automate processes, and boost team efficiency with service analytics.
- Increases the efficiency of customer service teams with automated workflows.
- Includes built-in tools for asset and order management.
How to connect to the Salesforce Marketing Cloud FTP server?
- Open the Connections > Salesforce Marketing Cloud connection page.
- Under Export goals, click Export Data into Salesforce.
- In Step 2. Select Salesforce Marketing Cloud data extension to export data to, click the FTP file name to copy it.
How to create a new app in Salesforce?
What is SCC in Visualforce?
How to highlight a field in Salesforce?
What is the service cloud service console?
The service cloud console is a simple customer support application to track and resolve cases. All the tools are at your fingertips to ensure proactive participation in the conversations about your products and services. The service cloud console is a simple customer support application to track and resolve cases.
What is service cloud Salesforce?
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 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 use Salesforce service console?
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...
Why is service Cloud used?
Service Cloud allows you to help your customers from anywhere. Salesforce1 Mobile App helps employees see all the customer details they need to get the job done using their mobile devices. This easy accessibility means no customer service request is unheard, even when your service agents are away from their desk.
What is the difference between service Cloud and sales 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 and service console?
The Salesforce Service Console is the centralized interface in the Salesforce Service Cloud, an application devoted to customer service, support and customer experience. With a unified console, agents can view all relevant customer information related to a customer case, or customer support incident.
What are the different types of clouds in Salesforce?
Salesforce offers six major types of clouds: Sales Cloud, Marketing Cloud, Commerce Cloud, Service Cloud, Experience Cloud, and Analytics Cloud.
What is lightning service console?
The Service Console is a standard Salesforce Lightning console app that meets all your service needs. You can customize this app to make it your own.
How do I setup a service Cloud console?
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 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.
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.
What is Salesforce Service Cloud?
Salesforce Service Cloud a customer relationship management (CRM) platform for customer service and support. It could be one component of an overal...
Is Service Cloud part of Salesforce?
Service Cloud is a product offered by Salesforce. Salesforce provides software solutions to businesses, and Service Cloud is its CRM solution for c...
What is the Service Cloud license for Salesforce?
Purchasing a Service Cloud license will immediately grant your organization access to Salesforce Service Cloud. As long as you continue to pay for...
configuration - How to enable Einstein and configure it? - Salesforce ...
As far as I understand, the only thing Einstein can do with just lightning alone is recommend actions by searching for keywords, for example if you have cases and certain keywords are followed up with a specific action, it's supposed to recommend the most common actions for you automatically, or if you always send an e-mail to your manager after a specific keyword (example: disaster, fire ...
Service Cloud FAQ - Salesforce.com
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.
Service Setup not showing in Lightning Experience - Salesforce ...
Hi Kamal, Service Console comes with Service-specific setup flows that help you get up and running quickly. These flows walk you through setting up Email-to-Case, integrating with Twitter and Facebook, enabling Lightning Knowledge, and creating a Lightning Community.
Lightning Service Console - Salesforce
Here’s how the standard Service Console app helps you out. Manage cases faster Split view shows a list view at the same time as workspace tabs and subtabs, letting your support agents manage multiple cases on a single screen (1).
Service Cloud: Your Complete Toolkit for Customer Service Success
Service Cloud integrates your customer service with social networks and provides a self-service customer portal and knowledge base system. Utilise our customer service feature set including call center management, live chat software, and workflow approval.
Focus on the Right Customer Information
The console brings together all Service Cloud features in one place and on one screen. You can think of the console as a service agent’s workspace for interacting with customers and resolving customer requests as quickly as possible, no matter the customer or agent’s location or engagement point.
Tour the Console
After Ryan takes a call and opens a new case, the automatic workflow rules route it to Ada for evaluation. Ada gets an email alerting her that she’s been assigned a new case and because it came in from Platinum Support, she wants to take a look at it right away.
Mobile, Accessible, and At-Home Ready
Just like other Salesforce features and tools, the console is available through the Salesforce mobile app, so you can create, edit, and view your data in real time, no matter where you are.
What does Salesforce Service Cloud do?
Enables your customer service team to resolve cases faster, automate processes, and boost team efficiency with service analytics.
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How businesses can use Salesforce Service Cloud
Salesforce Service Cloud is designed to assist your business’s customer service team. Customer service agents can use it to increase efficiency in a variety of ways. Using automated workflows, they can reduce their workload by delegating common, repetitive tasks to Salesforce Service Cloud’s Einstein AI .
Features and benefits of Salesforce Service Cloud
By aggregating all tickets into one easily navigable database and merging any duplicate tickets, Service Cloud enables customer service agents to avoid working on the same case twice. This increases efficiency and results in a smoother customer experience.
How much does Salesforce Service Cloud cost?
Salesforce Service Cloud is priced on a pay-as-you-go basis with four tiers of pricing available, each with more features than the last. Pricing is quoted as per user/per month, billed annually, with the lowest-priced tier starting at $25 USD monthly and the most expensive tier starting at $300/month.
What are the cloud services Salesforce offers?
Salesforce offers two cloud services—Software as a Service (SaaS) and Platform as a Service (PaaS). Software as a service refers to providing access to software directly over the cloud. Salesforce has a broad range of SaaS services, including CRM software, business analytics software, and corporate social sustainability analytics.
How do I know if I have Salesforce Service Cloud?
You can check if you have a Service Cloud license by navigating to the licenses section from your Salesforce dashboard. Log into Salesforce and navigate to Setup in the sidebar on the left. Then go to Company Settings > Company Information > Licenses. Once there, look at your list of licenses.
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
Increase agent efficiency and productivity with Console for Service
Are you struggling to configure Salesforce Console for Service Cloud so you can be more productive and handle multiple screens more efficiently? The Service Cloud Console Design Accelerator provides guidance and best practices on deployment and configuration.
How it works
Certified Specialists will guide you through the process over a predetermined timeframe (typically 3–4 weeks):
Who should use it
You are a manager or supervisor creating and configuring a Salesforce Console for Service Cloud to be used by your customer service reps.
How to create a new app in Salesforce?
Click on the “New” button to create new Apps. Step 5 – Now select the console type check box . Step 6 – In the app label field type “Service Cloud Console” then click next. Step 7 – If you want to insert an image for this console in your Salesforce, you can insert it here. Step 8 – Select the field account, leads, ...
What is SCC in Visualforce?
The most notable feature of SCC is that it is very easy to plug in custom Visualforce pages within the console and the ability to build custom integrations directly into the console making it very extendible.
How to highlight a field in Salesforce?
Step 1 – In Salesforce, go to account layout for creating highlighting panel. Step 2 – Click on the highlighted portion and selected field for highlight panel in Salesforce and then click OK. Step 3 – Click on the layout property and click on the highlighting check box, then click the OK button. Lastly save this layout.
Learning Objectives
Focus on The Right Customer Information
- The console brings together all Service Cloud features in one place and on one screen. You can think of the console as a service agent’s workspace for interacting with customers and resolving customer requests as quickly as possible, no matter the customer or agent’s location or engagement point. Let’s tour the console.
Tour The Console
- After Ryan takes a call and opens a new case, the automatic workflow rules route it to Ada for evaluation. Ada gets an email alerting her that she’s been assigned a new case and because it came in from Platinum Support, she wants to take a look at it right away. She goes straight to the console, so she can see the new case and all other associated records. Ursa Major Solar’s admi…
Mobile, Accessible, and At-Home Ready
- Just like other Salesforce features and tools, the console is available through the Salesforce mobile app, so you can create, edit, and view your data in real time, no matter where you are. Whether you’re working at home, signing on to a virtual meeting, or out in the field to visit a customer, you can pull up information from the console to your smartphone, tablet, or laptop. Al…
Resources
- Trailhead:Mobile App Basics
- Trailhead:Accessibility Basics
- Salesforce Help:Accessibility Standards
- Salesforce Help:Lightning Service Console