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  1. Skills Directory
  2. Salesforce Service Cloud

Salesforce Service Cloud

Salesforce Service Cloud gives businesses a 360-degree view of their customers and enables them to deliver superior customer support through multiple channels.

This competency area includes web-based and mobile apps, Lightning Service Console, account management, case management, activity tracking, SLAs and entitlements, Salesforce knowledge, reports, and dashboards.

Key Competencies:

  1. Web-Based App and Mobile App – Ability to use the Salesforce Sales Cloud service via a web browser or the mobile app.
  2. Lightning Service Console – Ability to use Service Console UI that enables agents to navigate between records effectively.
  3. Account Management – Manage key accounts, renewals, notifications, and configurations for successful sales cycles.
  4. Case Management – Establish standardized support processes based on case type.
  5. Activity Tracking –  Tracking the activities performed on a case.
  6. SLAs and Entitlements – Tracking and designating support based on SLAs that exist with clients.
  7. Salesforce Knowledge – Create and maintain a comprehensive knowledge base in Salesforce that can be leveraged by agents or published publicly for self-service by customers.
  8. Reports and Dashboards – Configure custom reports and dashboards to visualize and track key performance indicators easily.