Get Started with Service Cloud for Lightning Experience

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Free Online Course: Get Started with Service Cloud for Lightning Experience provided by Trailhead is a comprehensive online course, which lasts for 12-13 hours worth of material. The course is taught in English and is free of charge.

Overview
  • Improve the productivity of your customer service team by moving your org to Lightning Experience.

    • Learn how Salesforce helps you deliver faster, more personalized service.
    • Use Setup Assistant to implement Service Cloud in a few clicks.
    • Fix service disruptions and communicate resolutions quickly.
    • Set up customer service for your business.
    • Discover how agents use the Service console to close customer cases fast.
    • Help your agents work faster and more efficiently in the Service Console.
    • Simplify onboarding and guide your agents to resolve cases quickly and consistently.
    • Use entitlements to ensure your customers receive top-notch service.
    • Route work to the right agent for the job and get a complete view of your contact center.
    • Use Lightning Knowledge to create a knowledge base for better customer service.
    • Gather insights from customers or employees with surveys.
    • Translate, automate, and evaluate your surveys with Salesforce Surveys.
    • Make better business decisions based on customer service data.

Syllabus
    • Customer Service with Salesforce: Quick Look
      • Provide Great Service and Inspire Customer Loyalty
    • Service Setup Assistant: Quick Look
      • Set Up Your Contact Center
    • Customer Service Incident Management: Quick Look
      • Address Disruptions and Build Customer Trust
    • Service Cloud for Lightning Experience
      • Begin Your Customer Service Journey
      • Administer Service Cloud
      • Automate Case Management
      • Create Digital Engagement on Multiple Channels
    • Service Cloud Agent Experience
      • Learn About Service Cloud for Agents
      • Explore the Service Console
      • Create and Manage Cases
    • Service Cloud Agent Productivity
      • Learn About Service Console Productivity Tools
      • Set Up Service Console Productivity Tools
      • Create Macros and Quick Text to Reduce Clicks
      • Use All the Service Console Productivity Tools Together
    • Salesforce Flow for Service
      • Learn About Salesforce Flow for Service
      • Learn About Process Automation Tools and RecordActions
      • Set Up Salesforce Flow for Service
    • Entitlement Management for Lightning Experience
      • Get Started with Entitlements
      • Set Up Milestones
      • Use Entitlements in Customer Cases
      • Use Entitlements with Work Orders
    • Omni-Channel for Lightning Experience
      • Get Started with Omni-Channel
      • Understand Queue-Based Routing
      • Understand Skills-Based Routing
      • Start Routing with Omni-Channel
      • Monitor Your Contact Center with Omni-Channel Supervisor
    • Knowledge Basics for Lightning Experience
      • Get Started with Lightning Knowledge
      • Prepare Your Salesforce Knowledge Base
      • Set Up a Simple Knowledge Base
    • Survey Basics
      • Prepare for Your First Survey
      • Build Your Survey
      • Add Logic to Your Survey
      • Send Out and Track Your Survey
    • Salesforce Surveys for Admins
      • Translate Your Survey
      • Begin and Close Cases with Survey Invitations
      • Automate Your Survey Invitations
      • Analyze Your Responses
    • Service Metrics
      • Get Started with Service Metrics
      • Create a Service Metrics Strategy
      • Analyze Your Service Data in Salesforce