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:

  • vedio Video Content
  • elearning eLearning Materials
  • exam Study Resources
  • certificate Completion Certificate
  • study Tutor Support
  • workbook Interactive Quizzes
Individual Training

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Corporate Training

Corporate Training improves employee skills, increases productivity, and aligns teams with company objectives.

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.

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