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Administer and Maintain Service Cloud ( ADX261 ) by Trailhead Academy 

  • Offered bySalesforce

Administer and Maintain Service Cloud ( ADX261 ) by Trailhead Academy
 at 
Salesforce 
Overview

Discover how to scale your organizational support needs and streamline business processes across your service teams with Service Cloud

Duration

2 days

Start from

Start Now

Mode of learning

Online

Official Website

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Credential

Certificate

Administer and Maintain Service Cloud ( ADX261 ) by Trailhead Academy
 at 
Salesforce 
Highlights

  • Earn a certificate from Trailhead Academy
  • Learn from industry experts
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Administer and Maintain Service Cloud ( ADX261 ) by Trailhead Academy
 at 
Salesforce 
Course details

Skills you will learn
Who should do this course?
  • This course is designed for Salesforce Administrators who are responsible for configuring, managing, and maintaining Service Cloud
  • Students should hold the Salesforce Administrator credential or possess equivalent knowledge, demonstrate a solid understanding of basic Salesforce features and functionality, and have at least six months of experience using Salesforce
  • This is also a great course for anyone interested in earning their Service Cloud Consultant credential
What are the course deliverables?
  • Customize the Salesforce Lightning Service Console application in order to optimize support agent productivity
  • Implement support case management and automate support processes with queues, assignment rules, and escalation rules
  • Enable Salesforce Lightning Knowledge to manage the creation, publication, and maintenance of knowledge articles
  • Manage customer service-level agreements by setting up case Entitlements and Milestones
  • Identify Softphone Utility capabilities and functionality
  • Explain how Open Computer-Telephony Integration (CTI) and Service Cloud Voice work
  • Recommend and administer Flow for Service solutions to address customer business requirements
  • Build Service Cloud reports and dashboards for call center and operational support activities
Read more
More about this course
  • In this 2-day instructor-led course, learn how to implement support case management, configure the Lightning Service Console application, enable Salesforce Lightning Knowledge, use Flow for Service, and generate service reports that measure support agent performance
  • Create exceptional customer service experiences that drive customer satisfaction scores, optimize support agent productivity, and improve operational efficiency

Administer and Maintain Service Cloud ( ADX261 ) by Trailhead Academy
 at 
Salesforce 
Curriculum

Support Case Management

Streamline Support Case Management Workflows

Identify Needs for Different Support Case Types

Customize Support Case Fields, Page Layouts, and Record Types

Define Case Status Picklist Values

Create Support Case Queues, Assignment Rules, and Escalation Rules

Manage Customer Service-Level Agreements with Case Entitlements and Milestones

Examine Support Agent Collaboration Options

Lightning Service Console

Build a Service Console Application

Customize Lightning Record Pages

Add Productivity Tools to the Console Utility Bar

Create Macros Using Macro Builder

Understand Softphone Utility Functionality

Explore Open CTI and Service Cloud Voice Telephony

Salesforce Lightning Knowledge

Enable Lightning Knowledge

Assign Appropriate Knowledge User Licenses

Customize Page Layouts and Record Types

Manage Sharing Permissions for Knowledge Tools and Processes

Create and Manage Knowledge Articles

Utilize Knowledge Articles to Manage and Close Cases

Flow for Service

Examine Flow for Service Use Cases

Explore Flow for Service Cloud

Create a Customer Support Flow

Escalate Open Tasks on Overdue Cases

Service Cloud Reporting

Discover Service Cloud Reports and Dashboards

Measure Support Agent Performance

Explore Salesforce AppExchange Report Packages

Administer and Maintain Service Cloud ( ADX261 ) by Trailhead Academy
 at 
Salesforce 
Entry Requirements

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  • Not mentioned

Administer and Maintain Service Cloud ( ADX261 ) by Trailhead Academy
 at 
Salesforce 
Admission Process

    Important Dates

    Sep 18, 2024
    Course Commencement Date

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    Administer and Maintain Service Cloud ( ADX261 ) by Trailhead Academy
     at 
    Salesforce 

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