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Implement Agentforce Service
Trail

Implement Agentforce Service

Configure core service features to start building Agentforce Service for your team.

Start
Part of a Trailhead Journey
This Trail may include content that is only available in English. Learn More
+1,700 points
Intermediate
Customer Service Professional
~8 hrs 5 mins

Build the Service Console

video
Video
Service Console Case Management

See how the Service Console centralizes case management for service reps.

Vidyard
~5 mins •
Mark as Complete
Article

Discover the workspace that helps agents find, update, and create records faster.

~5 mins •
Mark as Complete
Article

Learn how the console works in Lightning Experience to speed up service workflows.

~10 mins •
Mark as Complete
Article

Explore the standard service app built on the Salesforce console for service teams.

~5 mins •
Mark as Complete
Article

Extend the Service Console with custom components and Console API methods.

~20 mins •
Mark as Complete

Configure SLA Management and Entitlements

video
Video
SLA Management Milestones & Entitlements

See how entitlements and milestones help you meet customer service commitments.

Vidyard
~5 mins •
Mark as Complete
Article

Plan and configure SLAs to track agreed-upon service response times.

~5 mins •
Mark as Complete
Article

Configure entitlements and milestones to enforce service-level agreements.

~25 mins •
Mark as Complete
Badge

Use entitlements to ensure your customers receive top-notch service.

+800 Points
~1 hr 15 mins

Implement Omni-Channel Routing

video
Video
Route Work with Enhanced Omni-Channel

Learn how Omni-Channel routes work in enhanced channels.

Vidyard
~3 mins •
Mark as Complete
Article

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

~30 mins •
Mark as Complete
Article

Configure routing, presence, and queues to send work to the right reps.

~45 mins •
Mark as Complete
Article

Manage and monitor work items and reps.

~15 mins •
Mark as Complete
Badge

Improve real-time service routing using Enhanced Omni-Channel and supervisor tools.

+300 Points
~30 mins
Article

Extend Omni-Channel routing programmatically with APIs and console methods.

~20 mins •
Mark as Complete

Deploy a Basic Knowledge Base

video
Video
Salesforce Knowledge

Learn how Salesforce Knowledge helps you create a knowledge base.

Vidyard
~2 mins •
Mark as Complete
Article

Plan your knowledge base, then set it up to fit your business needs.

~45 mins •
Mark as Complete
Article

Enable knowledge and configure your knowledge base.

~35 mins •
Mark as Complete
Badge

Create, customize, and manage your knowledge base.

+600 Points
~1 hr 15 mins
Article

Manage knowledge base content and article features.

~10 mins •
Mark as Complete
Article

Explore APIs and objects to extend your knowledge base programmatically.

~20 mins •
Mark as Complete

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