Service

In this video, Salesforce admins learn why and how to use Salesforce Foundations — a free upgrade that gives access to key sales, service, AI, marketing, commerce, and data features. Well cover access, navigation, common use cases, and more. Salesforce Foundations is a free upgrade available for Enterprise Edi...

Get expert guidance on starting your Salesforce Platform journey. A 5-week guided onboarding program for Service Cloud admins. Led by a Salesforce expert who will share how to successfully prepare for, configure, and launch Service Cloud. Learn the hands-on skills you need to be successful with Salesforce and ...

Get expert guidance on starting your Salesforce Platform journey. A 5-week Service Cloud Admin Fundamentals (FKA: Guided Onboarding). Led by a Salesforce expert who will share how to successfully prepare for, configure, and launch Service Cloud. Learn the hands-on skills you need to be successful with Salesfor...

Service Cloud Onboarding Available to Premier and Signature Success Plan customers Overview: Get expert guidance on starting your Salesforce Platform journey. A 5-week guided onboarding program for Service Cloud admins. Led by a Salesforce expert who will share how to successfully prepare for, configure, and...

In this video, Salesforce admins learn why and how to use Salesforce Foundations — a free upgrade that gives access to key sales, service, AI, marketing, commerce, and data features. Well cover access, navigation, common use cases, and more. Salesforce Foundations is a free upgrade available for Enterprise Edi...

Learn how to spend less time copying and pasting notes, emails, and phrases and eliminate the number of unnecessary clicks agents have to click-through. Our experts will show you how to quickly locate records instead of constantly searching for records and eliminate the need to perform the same task over and over...

Get expert guidance as you prepare to implement the Slack for Service app. In this video we will cover: • Steps to install Slack for Service • Best practices when implementing Slack for Service For additional resources and information mentioned in this video, or to sign up for an individual follow-up session...

Learn how to optimize your field service scheduling to formulate the optimal schedule for your team and customers. Schedule optimization can help comply with SLAs, address last minute challenges, and minimize surprises. Our experts will show you how to create an optimal schedule based on your priorities and const...

Get expert guidance as you prepare to implement the Slack for Service app. In this video we will cover: • Introduction to Slack for Service features and use case • An overview of agent collaboration via the swarming feature • Case swarming demo • Case swarming best practices For additional resources and in...

In this video, learn how to import your external content into Salesforce Knowledge. Add articles to Salesforce Knowledge to give your service agents, customers and others a vital support tool. Learn these steps to import articles: • Prework • Create the Root, Properties, and Data folders • Create the .CSV file\...