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Discover Agentforce Service
Trail

Discover Agentforce Service

Navigate Agentforce Service and perform basic configuration and tasks.

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This Trail may include content that is only available in English. Learn More
+4,600 points
Foundational
Customer Service Professional
~9 hrs 47 mins

Explore Agentforce Service Features

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Agentforce Service Suite

Learn how Agentforce transforms how support gets done.

Vidyard
~2 mins •
Mark as Complete
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Learn how Salesforce helps you deliver faster, more personalized service.

+100 Points
~10 mins
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Unify the work of human and AI agents to deliver intelligent, omni-channel service.

+300 Points
~15 mins
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Discover the tools and features you need to improve your customer service operations.

+100 Points
~5 mins
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Boost feature setup, user adoption, and sales productivity for your business.

+700 Points
~45 mins
Article

Give your customers the support they need with Agentforce Service.

~10 mins •
Mark as Complete

Customize Your Case Management

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Set up customer service for your business.

+800 Points
~1 hr 45 mins
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Resolve cases faster and delight customers with Slack.

+200 Points
~20 mins
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Assemble an expert team to solve customer problems quickly with swarming.

+200 Points
~25 mins
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Discover an AI-powered console that makes customer service faster and smarter.

+100 Points
~5 mins
Article

Make support reps successful and efficient.

~15 mins •
Mark as Complete
Article

Discover how the Service Console app can help you business.

~15 mins •
Mark as Complete

Automate Service Processes

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Use automation to speed up your customer service.

+100 Points
~10 mins
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Elevate customer service with Enhanced Omni-Channel.

+100 Points
~5 mins
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Omni-Channel for Service

Route customer cases to the right service reps.

Vidyard
~3 mins •
Mark as Complete
Article

Set up rules to help you prioritize, distribute, assign, respond to, and escalate records

~10 mins •
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Article

Use Omni-Channel to manage the priority of work items.

~10 mins •
Mark as Complete
Article

Streamline your customer support processes.

~10 mins •
Mark as Complete

Build a Knowledge Base

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Create a knowledge base in which to ground AI for better customer service outcomes.

+300 Points
~30 mins
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Prepare your knowledge base to optimize AI-generated content.

+100 Points
~5 mins
Article

Create a knowledge base of articles that can be securely shared.

~10 mins •
Mark as Complete
Article

Customize the site to suit your needs and match your brand.

~10 mins •
Mark as Complete
Article

Improve customer relationships and decrease service costs.

~10 mins •
Mark as Complete
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How To Use AI & Knowledge Base to Transform Customer Service

Use AI and your Knowledge base to transform your company’s service

Vidyard
~10 mins •
Mark as Complete

Create Multi-Channel Service

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Tips on How to Best Utilize Agentforce Service

Boost your service experience.

Vidyard
~7 mins •
Mark as Complete
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Explore the agentic contact center with Agentforce.

+300 Points
~25 mins
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Discover the benefits and capabilities of Agentforce Service's Messaging portfolio.

+300 Points
~25 mins
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Learn how Salesforce uses its own technology

~8 mins •
Mark as Complete

Track Service Performance

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Discover customer service insights from your data.

+100 Points
~5 mins
Article

Gather and analyze detailed customer data

~15 mins •
Mark as Complete
Article

Create reports and visualizations that help you track service activity and KPIs in real time

~15 mins •
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Article

Check your call center performance in real time using Omni Supervisor tabs.

~10 mins •
Mark as Complete

Transform Customer Service with Agentforce

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Increase Customer Service Efficiency with Agentforce

Discover how Salesforce doubles self-help success for customer support with Agentforce

Vidyard
~5 mins •
Mark as Complete
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How Agentforce Transforms the Way Support Teams Work

Leverage AI for translation and use automated summaries for quicker case closure.

Vidyard
~2 mins •
Mark as Complete
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Use AI to improve customer service and boost team productivity.

+100 Points
~5 mins
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See how artificial intelligence is changing customer service, from chatbots to analytics.

+200 Points
~15 mins
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Learn how AI agents help customers via autonomous, natural responses grounded in data.

+400 Points
~25 mins
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Get ahead of issues before customers reach out.

+100 Points
~5 mins
Article

Empower your service reps with powerful AI features

~10 mins •
Mark as Complete
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Use Agentforce to create and customize agents for use cases.

~15 mins •
Mark as Complete

Skills you will gain

Complete the Trail to build your expertise. Learn More

Skills

  • Process Improvement and Optimization
  • Client Support
  • Customer Service
  • Technical Support and Services
  • IT Management
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  • Process Improvement and Optimization
  • Client Support
  • Customer Service
  • Technical Support and Services
  • IT Management
  • Applications of AI
  • Office and Productivity Technology
  • Critical Thinking and Problem Solving
  • Change Management
  • Automation
  • Artificial Intelligence
  • AI Agents
  • Business Solutions
  • Collaboration
  • Content Development and Management
  • Data Analysis
  • Business Analysis
  • Sales Management
  • Research and Discovery
  • Business Operations
  • Productivity
  • Business Intelligence
  • Configuration Management
  • System Design and Implementation
  • Data Integration
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Products

  • Agentforce Service
  • Slack
  • Agentforce Voice
  • Agentforce
  • Agentforce Sales
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  • Agentforce Service
  • Slack
  • Agentforce Voice
  • Agentforce
  • Agentforce Sales
  • Agentforce 360 Platform
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