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EncartaLabs

Salesforce Service Cloud for Agents

( Duration: 2 Days )

In Salesforce Service Cloud for Agents training course, support agents will gain hands-on experience on how to use Service Cloud to share knowledge with each other and with customers, divert cases by creating self-service resources for customers (including knowledgebase articles), receive cases through a variety of channels (including CTI and social media), and use a web-based console specifically built for support agents to manage and resolve cases efficiently.

By attending Salesforce Service Cloud for Agents workshop, delegates will learn to:

  • Help customers resolve their own issues using self-service techniques
  • Assist customers with logging issues through a variety of channels, including CTI and social media
  • View and manage customer information and cases in a single console
  • Work with specialized automation tools that are meant to increase agent productivity
  • Collaborate and share knowledge with customers and teammates

The Salesforce Service Cloud for Agents class is ideal for:

  • Support agents. No prior knowledge of Salesforce is needed

COURSE AGENDA

1

Service Cloud Overview

  • Your Support Team
  • Service Cloud Features
2

Collaborate Using Chatter

  • Chatter groups and posts
  • Chatter profiles
3

Deflect Cases with Self-Service Options

  • Salesforce Knowledge
  • Salesforce Communities
4

Receive Cases through Multiple Channels

  • Overview of Channels
  • Salesforce Communities as a Channel
  • Web Chat as a Channel
  • Other Channels
5

Case Assignment

  • Case Assignment
  • Case Escalation
6

Get Oriented to the Console

  • Case Assignment
  • Case Escalation
7

Get Oriented to the Console

  • Salesforce Console for Service Overview
  • Console Navigation, List Views, and Case Detail
  • Console Shortcuts
8

Send Customer Communications from the Console

  • Contact Customers through Email
  • Contact Customers by Phone
  • Contact Customers through Web Chat
  • Contact Customers through Social Media
9

Work a Case in the Console

  • Manage a Case
  • Own a Case
  • Collaborate on a Case
  • Resolve a Case Using Salesforce Knowledge
10

Boost Productivity with Reporting

  • Reports and Dashboards
  • Mobile Reports and Dashboards in Salesforce1

Encarta Labs Advantage

  • One Stop Corporate Training Solution Providers for over 6,000 various courses on a variety of subjects
  • All courses are delivered by Industry Veterans
  • Get jumpstarted from newbie to production ready in a matter of few days
  • Trained more than 50,000 Corporate executives across the Globe
  • All our trainings are conducted in workshop mode with more focus on hands-on sessions

View our other course offerings by visiting https://www.encartalabs.com/course-catalogue-all.php

Contact us for delivering this course as a public/open-house workshop/online training for a group of 10+ candidates.

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