Introduction
Welcome
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What is Salesforce Service Cloud?
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Who uses Service Cloud?
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What you should know
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1. Getting Started with Service Cloud
What is a case?
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View a case
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Update a case
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Get started with knowledge articles
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2. Case Management
Case automation
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Add an assignment rule
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Email templates
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Add an auto responder
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Closing a case
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3. Customer Channels
What are customer channels?
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Web-to-Case
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Email-to-Case
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4. Assigning Cases to Teams
When to add a case team
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How to create teams
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How to use Chatter to resolve cases
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5. Knowledge Articles and Reports
How to use knowledge articles
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Build your knowledge base
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Basic reports in Service Cloud
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Conclusion
Next steps and additional resources
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Glossary_Salesforce_for_Customer_Service.zip
(84 KB)