Salesforce Service Cloud Training
Learn Salesforce Service Cloud Training to Unleash a Modern Career
Average Rating 4.2 From 959 Students
About Course
Salesforce Service Cloud Training at SM consultant will train students to learn salesforce customer service platform by expertise in the concepts of Lightning Service Console, Workflow and Approvals, Omni-channel Routing, Monitor social media channels, Custom Reports and Dashboards for a 360-degree view of the customer. This course will teach how to configure Salesforce Knowledge, set up service contracts with milestones and entitlements, create the Console for the Server application, configure the SoftPhone using Open CTI. This course also includes how to configure a Customer Community and create a more interactive experience for the support representative with case feed and the Console.
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Take Salesforce Service Cloud Training at your own pace
Self Paced Online Learning
The Self Paced format allows you to stream the course content from anywhere across the globe with a good Internet connection. There is no defined schedule, you can watch them at your comfortable time. Get Started.
Watch Free Salesforce Service Cloud Training videos before signing up.
Instructor Led Live Training
We deliver Instructor-led online course via your personal computer through an easy-to-use web conferencing tool that allows for real-time interaction between you and the trainer. Get Expert guidance tailored for you.
Join Free Salesforce Service Cloud Training demo session before signing up.
Salesforce Service Cloud Training Course Content
1. Industry Knowledge
- Explain the factors that influence key contact center metrics, KPIs, and business challenges.
- Explain the uses cases, costs, and benefits for different interaction channels.
- Identify challenges and considerations for business continuity in the contact center.
- Compare and contrast the different types of contact centers and their business drivers.
- Identify the core tenets of KCS.
- Describe how various components of a contact center can solve different business challenges
2. Implementation Strategies
- Given a scenario, determine how to facilitate a successful consulting engagement
- Given a scenario, determine appropriate contact center deployment strategies
3. Service Cloud Solution Design
- Given a scenario, analyze customer requirements to determine an appropriate solution design considering capabilities, limitations, and design trade-offs
- Distinguish when it is appropriate to include custom application development or third-party applications
- Distinguish the key components that contribute to performance optimization within a design
- Describe the user experience requirements that can be solved by the Salesforce Console for Service
4. Knowledge Management
- Explain the knowledge article lifecycle including creation, publishing, consumption, and feedback.
- Given business process requirements, determine the appropriate approach to manage Knowledge adoption and maintenance
- Compare and contrast Files, Content, Solutions, and Knowledge.
- Given a set of requirements, determine how to configure data categories, article types, and publishing workflow
- Distinguish the key factors to consider when designing a Knowledge data migration strategy.
5. Interaction Channels
- Describe the use cases and functionality for each interaction channel including mobile, phone, email, web, chat and social media
- Differentiate between the available email-to-case and web-to-case solutions and explain how to configure each
- Explain the Open CTI features, architecture, and implications
- Given a set of requirements, recommend the appropriate Communities solution
- Explain the design considerations and best practices when configuring an interaction channel solution
6. Case Management
- Given a set of requirements, design a case management solution from case creation to closure including case assignment, case escalation, case resolution, and case disposition.
- Describe the relationships between cases and other areas such as assets, entitlements, Communities, Live Agent, and Knowledge
- Given a set of KPIs, determine the appropriate case management solution
- Identify use cases for Chatter, Chatter Answers and Case Feed within case management
- Explain the capabilities, use cases, and how to configure the service entitlements in Salesforce
- Explain the use cases, capabilities and limitations of Visual Workflow pertinent to case management
- Identify capabilities for managing cases using social media
7. Contact Center Analytics
- Given a set of desired metrics, determine the appropriate reporting solution taking into account data sources, data volume, and various contact center technologies
- Given a scenario, evaluate the considerations when designing reports and dashboards to serve different stakeholders (agents, supervisors, managers, executives)
- Given a scenario, recommend appropriate strategies to measure adoption given customer size, implementation design, and required metrics
8. Integration and Data Management
- Given a scenario, analyze the implications and design considerations of large data and transaction volumes.
- Explain the use cases and considerations common to contact center integration patterns.
- Explain the use cases and considerations for data migration and data quality
Need Customized Course Content?
We will customize the Salesforce Service Cloud Training course content according to your job requirements.
Certification
Once you are successfully through the project, you will be awarded an SM Consultant’s Salesforce Service Cloud Training Completion Certificate for the course.
SM Consultant’s certification has industry recognition, and we are the preferred training partner for many organizations.
SM Consultant’s Certificate Holders work at 100s of companiesFrequently Asked Questions About Salesforce Service Cloud Training
1. When will I receive my joining instructions for Salesforce Service Cloud Training?
Joining instructions for Salesforce Service Cloud Training is sent two days prior to the course start date, or immediately if the booking is confirmed within this timeframe.
2. How are you better than the other classes? Past achievements?
As they say, “History speaks for itself”, the past achievements would give you a good picture of our reputation, and would also tell you what extra efforts we put in to achieve it.
3. Do you offer a Salesforce Service Cloud Training Demo or Trial class before joining?
We offer 1 demo classes to students. Just make sure that you select the subject and time of the class so that you get an independent assessment of the quality of teaching and you can take an informed decision.
4. What’s the batch size? Will I get personal attention?
An average batch size could be min. 4-5 and max. 8-10 but irrespective of the batch size you will get personal attention and our trainers will help you understand the technology.
5. What if I am not able to attend or miss a session?
If you are unable to attend your session we will help you understand the session by sharing the recording of the live session and still if you need more assistance, we will arrange a backup session for you.
6. Can I access the Salesforce Service Cloud Training course material after training?
Yes, you will get the material in pdf format and will have access to the Salesforce Service Cloud Training recordings.
Have More Questions?
Do let us know if you need more information we will be happy to help you!