What is salesforce service console

Is Salesforce the best cloud service?

With that, here are the tools you can use to build apps on Lightning Platform:

• Salesforce Environments. A secure and isolated development environment for developers and admins to test ideas, accelerate app development, and customize the platform. …
• Heroku. It lets you extend Salesforce by building engaging experiences through custom apps. …
• mySalesforce. …
• myEinstein. …
• Salesforce App Cloud. …

How do I log into Salesforce?

How do I access Salesforce for the first time?

• Check your email for your login information.
• Click the link provided in the email. The link logs you in to the site automatically.
• The site prompts you to set a password and choose a security question and answer to verify your identity in case you forget your password.

How to use Salesforce for customer service?

Salesforce recommends using all of the tools available to build a competitive … technologies and a fundamental rewiring of how work gets done a necessity for customer service organizations—and getting this right will be what sets companies apart …

What is a console in Salesforce?

The Salesforce Service Console is the centralized interface in the Salesforce Service Cloud, an application devoted to customer service, support and customer experience. With a unified console, agents can view all relevant customer information related to a customer case, or customer support incident.

What is Salesforce service console?

Does Lightning have parity with Salesforce?

Can you upgrade Salesforce Classic to Lightning Experience?

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What is the service console?

The Service Console is a standard Salesforce Lightning console app that meets all your service needs. You can customize this app to make it your own.

How do I use Salesforce service console?

Set Up the Salesforce Service Console in LightningClick the gear icon. … Enter App Manager in the Quick Find box, and select App Manager.Click the New Lightning App button and follow the screens to add the new app details.Fill in the App Details & Branding information. … Click Next.More items…

What is the difference between service and service console in Salesforce?

Service Cloud is your whole Salesforce instance / org. Service Console is just one of the Apps in your Service Cloud. You can access Service console from Apps. It is a tab-based workspace that lets you manage multiple records on a single screen.

What is Salesforce lightning console?

The Lightning Sales Console is a standard Salesforce Lightning app that gives you all your sales tools at your fingertips to prospect leads, close deals, and manage relationships. Keyboard Shortcuts for Lightning Console Apps. Use keyboard shortcuts to work efficiently in Lightning console apps.

What are key benefits of the lightning service console?

Service Console is a tool that comes built-in to Lightning Service Cloud. This tool provides your support team with as much information as they will need to work each case. By default, Lightning Service Cloud displays: A list view of cases to easily navigate among records, fast.

Why is the service console interface more useful than the standard service interface?

Service Console allows users to see all information that is relevant to the case in a single tab, while the standard service interface requires opening multiple tabs. The Service Console is a more slimmed down, basic experience for CSMs to view a single case at a time.

What is the difference between service Cloud and Salesforce?

Sales Cloud offers Web-to-lead functionality, whereas Service Cloud offers Web-to-case functionality. Salesforce Service Cloud makes connecting one-to-one with every customer, across multiple channels on any device, extremely easy.

What is service process in Salesforce?

Service process in Salesforce is taking care by one of the product introduced by Salesforce i.e. Service Cloud. The whole process under this cloud works basically to enhance the level of services given by an organisation to their customers.

What are Salesforce modules?

Salesforce is a cloud-based CRM specializing in CRM cloud computing as a Service (SaaS). Salesforce modules allow businesses to make greater use of cloud technology. This helps to communicate with consumers, partners, and potential clients. The app has become the number one for customer satisfaction.

What is Salesforce Developer console?

The Developer Console is an integrated development environment with a collection of tools you can use to create, debug, and test applications in your Salesforce org. Open the Developer Console. It takes only a couple of clicks to open the Developer Console from Salesforce Classic or Lightning Experience.

What is a sales console user in Salesforce?

Salesforce Console apps are a tab-based workspace suited for fast-paced work environments. Manage multiple records on a single screen and reduce time spent clicking and scrolling to quickly find, update, and create records.

How do I create a console application in Salesforce?

The number of console apps you can create is based on your Salesforce org’s custom app limits.From Setup, enter Apps in the Quick Find box, then select Apps, then click Next.Click New, select Console , and click Next. … Type a label for the app, then click Next. … Optionally, add a custom logo.More items…

How do I create a service console in Salesforce?

The number of console apps you can create is based on your Salesforce org’s custom app limits. From Setup, enter Apps in the Quick Find box, then select Apps, then click Next. Click New, select Console , and click Next. Type a label for the app, then click Next. Optionally, add a custom logo.

Service Setup not showing in Lightning Experience – Salesforce …

Hi Kamal, Service Console comes with Service-specific setup flows that help you get up and running quickly. These flows walk you through setting up Email-to-Case, integrating with Twitter and Facebook, enabling Lightning Knowledge, and creating a Lightning Community.

How to enable service cloud in Salesforce? – Forcetalks

Hi Anjali, To enable the service console: 1. On the Salesforce Setup page, navigate to Administer > Manage Users > Users. 2. Click the Edit link for the desired user.

Enable Split View In Lightning – Salesforce Stack Exchange

As @JRiffe said – the split view comes with salesforce console, other views don’t have the console capabilities. If on your apps you can see Sales Console or Service Console – these apps would open a split view, each for each own cloud – Itai Shmida

What is Salesforce service console?

The Service Console is a standard Salesforce Lightning console app that meets all your service needs. You can customize this app to make it your own.

Does Lightning have parity with Salesforce?

Lightning console apps don’t yet have full parity with Salesforce Classic console apps. For example, some features in Salesforce Classic console apps, such as push notifications and custom keyboard shortcuts, aren’t available in Lightning console apps. Learn more.

Can you upgrade Salesforce Classic to Lightning Experience?

You can’t upgrade Salesforce Classic console apps to Lightning Experience from Setup. To prepare for your transition to Service Cloud in Lightning Experience, watch Get Ready to Transition to Service Cloud in Lightning Experience (English only). Then customize the Salesforce-provided Service Console app in Lightning Experience. You can always recreate your Salesforce Classic console app in Lightning Experience, but using Salesforce’s out-of-the-box app is faster and easier.

What is a service cloud console?

The console brings together all Service Cloud features in one place and on one screen. You can think of the console as a service agent’s workspace for interacting with customers and resolving customer requests as quickly as possible, no matter the customer or agent’s location or engagement point.

Is Salesforce Lightning Knowledge useful?

Salesforce Lightning Knowledge is really useful when integrated with cases, and that’s clear when looking at knowledge within the console. From here, you can open an article alongside the case you’re working on—maybe the article is an FAQ for a specific solar panel, or maybe it’s a script for interviewing a new customer. When you’re working on a case and need to refer to something in the knowledge base, this is the place to go.

Is Salesforce accessible?

Salesforce is also committed to providing accessible products for all individuals— including your service team members working with assistive technology, such as speech recognition software and screen readers. Accessibility isn’t a special feature; it’s universally designed into features for Service Cloud.

Can you use Salesforce console on mobile?

Just like other Salesforce features and tools, the console is available through the Salesforce mobile app, so you can create, edit, and view your data in real time, no matter where you are. Whether you’re working at home, signing on to a virtual meeting, or out in the field to visit a customer, you can pull up information from the console to your smartphone, tablet, or laptop. All you need is an internet connection and log in to Salesforce to work anywhere, any time.

What is SCC in Salesforce?

Service Cloud Console is a Salesforce application that is designed for users in a fast-paced environment that need to find, update, and create records quickly. SCC introduces a tabbed environment in which users are able to look at different groupings of records in one screen via a Secondary and Primary tab. It also has agents that are available in the footer (if licensed) as well as it can be programmed to give messages to these agents such as system being down etc. Another notable feature is that it has keyboard shortcuts so that power users are able to save time switching between tabs and saving information. The most notable feature of SCC is that it is very easy to plug in custom Visualforce pages within the console and the ability to build custom integrations directly into the console making it very extendible. Another cool feature is the ability to have an interaction log which allows you to quickly create tasks whilst you are on the phone with customers.

How to create a new app in Salesforce?

Click on the “New” button to create new Apps. Step 5 – Now select the console type check box . Step 6 – In the app label field type “Service Cloud Console” then click next. Step 7 – If you want to insert an image for this console in your Salesforce, you can insert it here. Step 8 – Select the field account, leads, …

How to highlight a field in Salesforce?

Step 1 – In Salesforce, go to account layout for creating highlighting panel. Step 2 – Click on the highlighted portion and selected field for highlight panel in Salesforce and then click OK. Step 3 – Click on the layout property and click on the highlighting check box, then click the OK button. Lastly save this layout.

Boost agent productivity with intelligent tools and automation

Automate routine tasks and help agents solve cases faster with contextual business processes. Prepopulate case fields and deliver AI-powered next-step recommendations right in the agent workspace. Enable case-swarming and cross-functional collaboration directly in the agent workspace using Quip.

Personalize every conversation using a 360-degree view of each customer

Tailor your support to match each customer. Get a complete view of your customer by connecting data across departments and back-end systems into one space for your agents. And solve cases faster by providing context for each support case, like the articles a customer reads on self-service portals.

Customize the console view for every agent, use case, and channel

Help agents solve cases more easily by putting the information they need front and center on a personalizable workspace. Easily build a custom page layout for any use case with drag-and-drop UI and prebuilt or custom components.

Customer Service Management Software and Technology from Salesforce

Unify your agent experience with Service Cloud. Our customer service management solution puts all of the information representatives need at their fingertips, all in one console. With Service Cloud from Salesforce, you can manage cases, track customer history, view dashboards and a lot more — all in one view. No multiple tabs.

Get all the information in one place

Unify your agent experience and put all of the information agents need right at their fingertips. Find everything from customer profiles, to case histories, to dashboards — all in one place.

Maximise agent productivity

Put all of the information your agents need to deliver fast service all in one place. Knowledge, subject matter experts, and customer profiles are all at the agent’s fingertips.

Deliver a great customer experience

Customers can expect the same smart, fast, personalised service regardless of the channel they use to reach out. Cases from every channel come into the agent console; where, agents can view a customer’s profile, purchasing history, and account information all in one place.

Simplify the agent experience

The dynamic, responsive layout of the dashboards in the console makes it easy for agents to put the information that they need front and center. The intuitive design of the Lightning Console is like a portal that puts all of the most frequently used actions right where your agents need them most.

What is Salesforce service console?

The Service Console is a standard Salesforce Lightning console app that meets all your service needs. You can customize this app to make it your own.

Does Lightning have parity with Salesforce?

Lightning console apps don’t yet have full parity with Salesforce Classic console apps. For example, some features in Salesforce Classic console apps, such as push notifications and custom keyboard shortcuts, aren’t available in Lightning console apps. Learn more.

Can you upgrade Salesforce Classic to Lightning Experience?

You can’t upgrade Salesforce Classic console apps to Lightning Experience from Setup. To prepare for your transition to Service Cloud in Lightning Experience, watch Get Ready to Transition to Service Cloud in Lightning Experience (English only). Then customize the Salesforce-provided Service Console app in Lightning Experience. You can always recreate your Salesforce Classic console app in Lightning Experience, but using Salesforce’s out-of-the-box app is faster and easier.

Learning Objectives

Focus on The Right Customer Information

• The console brings together all Service Cloud features in one place and on one screen. You can think of the console as a service agent’s workspace for interacting with customers and resolving customer requests as quickly as possible, no matter the customer or agent’s location or engagement point. Let’s tour the console.

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Mobile, Accessible, and At-Home Ready

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