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Get to Know Service Cloud

Discover how Service Cloud helps you and your team build connected customer service experiences.

Follow Guidance in Salesforce

Get guidance on essential steps right as you work in Service Cloud.

Download the Checklist

Jumpstart Your Setup

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Onboarding Time and Costs Vision and Roadmap
Poor Customer Experience Inefficient Operations Governance Vision and Roadmap Process Optimization
Poor Customer Experience Inefficient Operations Low Product Adoption Low Product Usage
Inefficient Operations Poor Customer Experience Connected Ways of Working Connected
Poor Customer Experience Inefficient Operations Connected Ways of Working Connected Experience
Poor Customer Experience Inefficient Operations Low Product Adoption Low Product Usage

Set Up Service Cloud

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Get to Know Service Cloud
Service Welcome Too Many Systems Poor Customer Experience Inefficient Operations
Create and Manage Cases
Service Case Management Inefficient Operations Poor Customer Experience Too Many Systems
Automate Case Tasks with Rules and Queues
Service Rules & Queues Automation Needs Poor Customer Experience Inefficient Operations
Import and Manage Service Cloud Data
Service Data Management Data Accuracy Speed to Value Analytics for Insights
Set Up Your Users
Service User Management Too Many Systems Poor Customer Experience Inefficient Operations
Support Your Team's Productivity
Service Case Management Inefficient Operations Poor Customer Experience Too Many Systems
Deliver Accurate Reporting
Service Reports & Dashboards Data Accuracy Analytics for Insights Process Optimization
Go Further with Your Setup
Service Go Further Low Product Adoption Low Product Usage Speed to Value Maximize Value
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