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Accueil Trailhead
Accueil Trailhead

Explore Salesforce Anywhere for Service Cloud Scenarios

Learning Objectives

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

  • Describe common use cases for Salesforce Anywhere in Service Cloud.

Call Notes How-To

As a service agent, providing your customers with solutions to problems instead of adding to them requires great listening skills, attention to detail, and proactive follow-through. Salesforce Anywhere’s Call Notes makes pulling off that trifecta so fast and easy, you’ll wonder how you ever got along without it.

The quiz at the end of this unit asks a question about the content of this video. Be sure to watch the video now, so you get the information you need to answer the question.

Case Swarms How-To

Now that you have Call Notes down, you’re ready to take to Case Swarms like a bee to honey. And not a moment too soon. With Salesforce Anywhere Case Swarming at your disposal, the days of clients dreading service calls are over. And thankfully, the days of clients looking forward to service call experiences and interactions that actually rise above and beyond their expectations are here at last. Why? Because Case swarms are awesome in every way, thanks to Salesforce Anywhere.

Case Performance How-To

The only way to accurately measure how well you meet the needs of your customers is to assess service Case Performance. Like everything else in customer service cases, there are two ways you can do this: The hard way and the easy way. Salesforce Anywhere lets you, you guessed it—do it the easy way.

The quiz at the end of this unit asks a question about the content of this video. Be sure to watch the video now, so you get the information you need to answer the question.

Congratulations! You’ve just learned everything you need to know to get started using Salesforce Anywhere for Service Cloud. Once you start using it, we think you see how it’s everything we’ve said it is, and so much more.