Table of Contents
What is Salesforce and how does it work?
When Salesforce technology is implemented, employees in marketing, sales, commerce, service, and information technology (IT) can share a single customer view from any device, anywhere in the world.
How can I get help and support from Salesforce?
Help and Support 1 Increase the return on your investment in Salesforce with Success Plans. … 2 Collaborate with specialists, consultants and other certified experts. … 3 Get trained and certified at the source. … 4 Support Quicklinks
What are the best tools for developing with Salesforce?
Tools for developing with Salesforce in the lightweight, extensible VS Code editor Salesforce CLI Command-line interface that simplifies development and build automation Build Skills Trailhead
Does Salesforce work with Google Chrome?
Google Chrome applies updates automatically; Salesforcemakes every effort to test and support the most recent version. There are no configuration recommendations for Chrome. Chrome isn’t supported for: The Add GoogleDoc to Salesforcebrowser button The Console tab (The Salesforce consoleis supported.)
How does Salesforce Web-to-case work?
Web-to-Case in Salesforce is an innovative feature that helps you gather customer support requests directly from your company’s website and automatically generate up to 5,000 new cases a day. This can help your organization respond to customers faster, improving your support team’s productivity.
How do I use Salesforce customer support?
Read on to learn how Salesforce can help you retain customers.Use Integrations to Get All Your Customer Data in One Place. … Take Advantage of Customer Data and Personalize. … Use Social Media to Reach Your Customers. … Integrate Salesforce with Your Customer Service Platform. … Track Customer Interaction.More items…
How do I create a webform in Salesforce?
2:4758:12Get Started: Building Web Forms – YouTubeYouTubeStart of suggested clipEnd of suggested clipForm. It comes from Salesforce you paste HTML into your website and that’ll. Put data right intoMoreForm. It comes from Salesforce you paste HTML into your website and that’ll. Put data right into Salesforce and we’ll talk through how to set up the auto response email in detail.
What is Web chat in Salesforce?
Web chat consists of four parts: the Chat Console, Omni-Channel, Embedded Service, and Einstein Bots. Support agents use the Chat Console to send and receive messages. Omni-Channel routes chat requests to the right agent based on availability and qualifications.
What is Salesforce support?
(800) 667-6389Salesforce / Customer service
How does Salesforce service Cloud work?
Service Cloud in Salesforce allows users to automate service processes, streamline workflows and find key articles, topics, and experts to support the agent. The purpose is to foster one-to-one marketing relationships with every customer, across multiple channels, and on any device.
How does Salesforce integrate with web forms?
1:283:15How to Connect a Web Form to Salesforce – YouTubeYouTubeStart of suggested clipEnd of suggested clipThe first step when you use the connector for the first time you’ll be prompted to authorize aMoreThe first step when you use the connector for the first time you’ll be prompted to authorize a connection with the Salesforce. Account you want to use. We’ve already set up the initial connections.
How do I add a Salesforce form to my website?
To add a form to a page:Drag a Form from the Page Elements pane onto the page.Select the Salesforce object that you want to submit data to. Note. … Add available fields to the form by double-clicking a field, or selecting it and clicking . … Reorder the list of selected fields by clicking Move Up or Move Down.Click Save.
What is Salesforce web Lead?
Web-to-lead: The process of using a website form to capture visitor information and store that information as a new lead in Salesforce. Salesforce lets you easily create web-to-lead forms that capture information about visitors to your website.
How do I enable Web chat in Salesforce?
Enable ChatFrom Setup, enter Chat Settings in the Quick Find box, then select Chat Settings.Select Enable Chat .Click Save.
Does Salesforce have LiveChat?
Easily search the Salesforce contacts directly from LiveChat as well as save chat transcripts as Cases or Objects in your Salesforce account. You can finally spend more time talking with your customers and less managing contact data.
What is the difference between live agent and Omni-Channel?
You create a chat button that uses the routing option Omni-Channel Queues or Omni-Channel Skills….Required Editions.Live Agent Routing (Salesforce Classic only)Omni-Channel RoutingReports and data for chats are separate from Omni-Channel data.Chat data is included in Agent Work reports in addition to Chat reports.15 more rows
What RAM is needed for Salesforce?
Chrome, with machines with 8 GB of RAM, is recommend for the Salesforce console.
Which browsers are not supported for Lightning App Builder?
Internet Explorer 9 and 10 aren’t supported for the Lightning App Builder.
Does Internet Explorer 9 support Salesforce?
Internet Explorer 9 isn’t supported for Salesforce Analytics Cloud. Internet Explorer 9 and 10 aren’t supported for the Lightning App Builder. For configuration recommendations, see Configuring Internet Explorer. Salesforce makes every effort to test and support the most recent version of Firefox.
Is Salesforce supported in Internet Explorer?
The full Salesforce site is not supported in Internet Explorer on touch-enabled devices for Windows. Use the Salesforce1 mobile browser app instead. The Salesforce1 Setup page and the Salesforce1 Wizard require Internet Explorer 9 or later. The HTML solution editor in Internet Explorer 11 is not supported in Salesforce Knowledge.
Increase the return on your investment in Salesforce with Success Plans
As a Salesforce customer, you automatically get the online support, tools, and training that comes with a Standard Success Plan. If you want additional services like 24/7 direct phone access, access to Accelerators (quick, focused work sessions), proprietary apps, on-demand admins and more, you can upgrade to a Premier Success Plan.
Collaborate with specialists, consultants and other certified experts
Reach your goals, amaze your customers, and transform your business with a wide range of Salesforce.com Advisory Services, including best-practice training, planning and strategic engagements, custom-built Salesforce solutions, and innovative experience design.
Get trained and certified at the source
Salesforce training and certification can help you expand your knowledge, realize your potential, and deliver an even higher return on your investment. And, as a Salesforce.org customer, you can access deep discounts on instructor-led training and certification.
How does Salesforce work?
Customer 360 offers apps that unite every team — marketing, sales, commerce, service, and IT — around a single, shared view of customer data on an integrated platform. Employees can access the information they need to do their best work. And they can collaborate and align with colleagues much more easily. This ultimately leads to more connected, personalized experiences for your customers, building stronger relationships.
How long is the Salesforce video?
This three-minute video explains how Salesforce technology brings customers, partners, and your brand together across teams – anywhere.
What does Salesforce do?
Many companies come to us frustrated or overwhelmed by their customer data because it’s not sharable, readable, and it does not tell the story of who their customer is or what they want. For example, sales doesn’t share knowledge or data well with marketing; marketing has no knowledge of when a customer has contacted customer service.
How can Salesforce be used for marketing?
We can help your team tailor marketing messages to the right person at the right time on the right channel. We can also help you improve lead generation, customer acquisition, and upselling and cross-selling opportunities.
What about customer service? Are there Salesforce tools for that?
Deliver consistent, personalized customer service across every customer interaction — from the contact center to the field, and from service automation to chatbots powered by AI. We can help you manage numerous touchpoints, including customer service, self-service channels, field service, and digital channels like chat, SMS, WhatsApp, Facebook Messenger, and more.
Why is Salesforce obsessed with customers?
A whopping 80% of customers say the experience a company provides is as important as its products and services, according to Salesforce State of the Connected Customer report. This means it’s not only about what you offer customers, but when, where, why, and how you reach them.
Why do customers trust Salesforce?
Today’s customers want to trust they’re getting what they need from you, when and where they need it. They want experiences to be effortless, and they’re loyal to brands they can count on. The connected customer experiences Salesforce helps you to create ensure that trust.
