Service Cloud for Lightning Experience Flashcards
This Salesforce feature is an easy to use customer service application that can help you provide and track excellent service.
Service Cloud
A feature of Service Cloud where it is a help desk that lets anyone on your service team (or anyone from the company) see a personalised view of each customer and base.
Service Console
A feature of Service Cloud where it is a customisable record in Salesforce that tracks and describes a customer issue, complaint, request, etc. All unifying information about a customer is stored on a Case so that everyone in the service can jump up to help.
Case Management
A feature of Service Cloud where agents can tracks any useful information and engage with customers on their favourite channels, devices, or apps to provide a great service experience.
Channels & Digital Management
A feature of Service Cloud that is when a case arrives, its information is automatically assessed and routed to the right people to match their custom workflows set up for your team. Notifications keep your service team on track before they miss any key items, responses and source agreements.
Automatic Workflows
A feature of Service Cloud that finds, shares and stores articles or answers related to cases to speed up service.
Knowledge Base
A feature of Service Cloud that is an information about cases is available in Service Metrics to gauge your business’ response times, resolution times and overall service health.
Instant Metrics
A feature of Service Cloud where all your business data, customised processes and unique workflows come together in one simple place.
Mobile and Field Service Ready
Name 5 parts of Service Console
- Split Views
- Related Record and Related List Components
- Highlights Panel Component
- Compact Case Feed
- Knowledge Component
- Preconfigured Utility Bar
Service Console part where you can see a list alongside with your workspace to quickly work with incoming customer issues.
Split Views
Service Console part where you can see information related to a customer to get a well-rounded picture of their issue and who they are.
Related-Record and Related List Components
Service Console part where you can spot exactly what you need and centre to respond to customers quickly.
Highlights Panel Component
Service Console part that understands the progression and case history at a glance with a news-like feed and preconfigured pages
Compact Case Feed
Service Console part where you can see suggested articles from your knowledge base to solve cases faster.
Knowledge Component
Service Console part where you can increase productivity with tools, such as Notes to jot things down or History to go back to previous records.
Preconfigured Utility Bar
Another feature of Service Cloud where you connect your customers to your service centre. It is basically Dashboard for all Service.
Service Setup
Name 4 Benefits of Service Setup
- Guided Setup Flows
- Service Metrics
- Recommended Setup
- Setup Tree
A benefit of Service Setup that follows simple steps to make email and social channels up and running, ready to turn customers issues into Case.
Guided Setup Flows