Introduction to Salesforce Service Cloud (SP-CS101)

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Course Overview

This course is designed to teach customer service and call center personnel the basics of Salesforce Service Cloud. The instructor will focus on the key features a call center employee can use to immediately become effective with Salesforce.

Who Should Attend

Customer service or call center personnel with little or no experience with Salesforce or those wanting a refresher on how to effectively manage leads and cases within Salesforce.

Course Objectives

    • Introductions / Login to Training Orgs
    • Overview of Salesforce for Service
    • Working with Accounts
    • Working with Contacts
    • Working with Cases
    • Working with Solutions
    • Working with Activities
    • Creating List Views & Reports
    • Working with Dashboards
    • Question & Answer

Course Outline

  • Introductions / Login to Training Orgs
  • Overview of Salesforce for Service
  • Working with Accounts
  • Working with Contacts
  • Working with Cases
  • Working with Solutions
  • Working with Activities
  • Creating List Views & Reports
  • Working with Dashboards
  • Question & Answer

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Class Dates & Times

Class times are listed Central time

This is a 1-day class

Class dates not listed.
Please contact us for available dates and times.