What is SalesForce Service Cloud Training?
The Salesforce Service Cloud Training from Oakwood is designed for professionals who want to optimise customer service and support operations using Salesforce’s Service Cloud platform. This course covers essential tools and features for managing customer interactions, streamlining service processes, and enhancing service delivery.
This course is perfect for individuals and teams looking to leverage Salesforce to improve customer experience, increase efficiency, and provide exceptional service. Learners will gain the skills to set up and manage service workflows, automate processes, and manage customer cases effectively.
Over the course of this 1-day training, learners will explore key functionalities of Salesforce Service Cloud, including case management, knowledge management, service automation, and integration with other Salesforce clouds. Guided by experienced trainers, you will gain practical experience in optimising workflows, enhancing collaboration, and delivering seamless customer support solutions.
Course Objectives:
- To set up and customise Salesforce Service Cloud for customer support
- To manage and optimise case management processes
- To implement service automation to improve efficiency
- To leverage knowledge management tools for effective information sharing
- To integrate Service Cloud with other Salesforce clouds
- To enhance customer satisfaction through improved service delivery
Upon completion of this training, learners will have the knowledge and skills to implement and optimise Salesforce Service Cloud in their organisations, driving customer satisfaction and operational efficiency.
Course Outline
SalesForce Service Cloud Training
Module 1: Introduction to Salesforce Service Cloud
- Salesforce Overview
- Architecture
- Environment
- Sales Cloud
- Service Cloud
Module 2: Salesforce Objects
- What are Salesforce Objects?
- Standard Objectives
- Custom Objects
- Schema Builder
Module 3: Data Security
- Create a Role Hierarchy
- Sharing Rules
- Control Access Records
Module 4: Process Builder
- Automating Business Processes
- Exporting Data
- Reports and Dashboards
Module 5: Visualforce
- Visualforce Pages
- Variables and Formulas
- Standard Controllers
- List Controllers
- Using Forms
Included
Included
- No course includes are available.
Offered In This Course:
-
Video Content
-
eLearning Materials
-
Study Resources
-
Completion Certificate
-
Tutor Support
-
Interactive Quizzes
Learning Options
Discover a range of flexible learning options designed to meet your needs. Select the format that best supports your personal growth and goals.
Online Instructor-Led Training
- Live virtual classes led by experienced trainers, offering real-time interaction and guidance for optimal learning outcomes.
Online Self-Paced Training
- Flexible learning at your own pace, with access to comprehensive course materials and resources available anytime, anywhere.
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Frequently Asked Questions
Q. What are the prerequisites for this course?
No prior
experience with Salesforce is required. However, a basic understanding of
customer service processes and CRM systems will enhance your learning
experience during the course.
Q. What key features will I learn in Salesforce Service Cloud?
You will
learn to manage cases, automate service processes, implement knowledge
management, customise workflows, and integrate Service Cloud with other
Salesforce clouds to optimise customer service operations.
Q. How will this training help improve customer service operations?
This
course provides practical skills to streamline workflows, automate tasks,
manage customer interactions efficiently, and deliver a seamless service
experience, ultimately improving customer satisfaction and operational
efficiency.
Q. Will I get hands-on experience in the course?
Yes,
this course includes practical exercises that provide learners with real-world
experience in setting up, managing, and customising Service Cloud to meet
organisational needs.
Q. How will this course benefit my career?
By
mastering Salesforce Service Cloud, you will be equipped to improve customer
service processes, automate workflows, and deliver exceptional support,
enhancing your value to your organisation and boosting your career prospects in
customer service management.