See What’s New with Customer Success and Learning

Learning Objectives

After completing this unit, you’ll be able to:

  • Explain how to resolve issues and submit cases easily and faster than ever with the new, redesigned help portal.
  • Describe how to get industries-specific guidance through critical moments of your implementation journey.
  • Explain how to enhance content discoverability for sales and service teams.
  • Describe how to skill up fast with Trailhead and myTrailhead learning integrated into your Lightning Experience org.
  • Identify how to unite customer experiences and lines of business for Retail Banking.

Help Portal Enhancements

Customers can now resolve their issues faster than ever with the new, redesigned help portal. Updates include a new help site on Experience Cloud and case submission forms in Experience Cloud for all products.

Assurance Services for Industries

Get industries-specific guidance at every step of your implementation journey. A team of Salesforce experts guide you at critical moments of your implementation journey to make sure your organization is set up for future innovation.

Custom Product Filters Enhancements

New roles and levels filters in myTrailhead enable sales reps and service agents to easily discover relevant training content.

Levels filter in myTrailhead

Salesforce Learning Paths

Skill up quickly, easily, and seamlessly. Get in-app (and in-flow) learning with relevant Trailhead and myTrailhead features integrated directly into your Lightning Experience org.

Learn more about Salesforce Learning Paths.

Customer 360 Guide for Retail Banking

Build a vision for the future of your retail banking business with the Customer 360 Guide for Retail banking. See how to implement the changes you need to fully realize your digital transformation. Learn how to unite customer experiences and lines of business for modern banking.

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  • Practice your skills with hands-on challenges and quizzes
  • Track and share your progress with employers
  • Connect to mentorship and career opportunities