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Onboard and Set Up Agentforce Service Assistant
Trail

Onboard and Set Up Agentforce Service Assistant

Learn the essentials of Service Assistant and start your setup to boost case resolution efficiency.

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Skills you will gain

Complete the Trail to build your expertise. Learn More
  • Applications of AI
  • Process Improvement and Optimization
  • Office and Productivity Technology
  • Productivity
  • Technical Support and Services

Products

  • Service Cloud

Industries

  • High Tech
This Trail may include content that is only available in English. Learn More
+800 points
Foundational
Administrator
1 hr 42 mins

Meet Service Assistant

Video

Discover how Service Assistant helps service reps close cases faster and increases their efficiency.

~2 mins •
Mark as Complete
Module

Discover how Service Assistant helps service reps close cases faster.

+100 Points
~10 mins
Article

Learn about the permissions and licenses required for Service Assistant.

~10 mins •
Mark as Complete
Article

Understand how you're billed for Service Assistant.

~4 mins •
Mark as Complete

Prepare For and Set Up Service Assistant

Article

Identify the case types you want Service Assistant to help with.

~8 mins •
Mark as Complete
Article

Understand what sources are used to ground Service Assistant.

~5 mins •
Mark as Complete
Video

Learn how eligiblity criteria sets control for service plan creation.

~3 mins •
Mark as Complete
Article

Review guidance for creating Agentforce topics and instructions.

~5 mins •
Mark as Complete
Article

Learn how knowledge grounding produces more accurate service plans.

~5 mins •
Mark as Complete
Module

Use AI to provide reps with case summaries and resolution guidance grounded in your data.

+700 Points
~50 mins

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