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Administering Omni-channel Features in Salesforce Service Cloud

Adrien Sacco

Federating all service channels into one workflow is crucial to service departments. This course will teach you how Omni-channel routing works and what key channels it enables for your organization.

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Federating all service channels into one workflow is crucial to service departments. This course will teach you how Omni-channel routing works and what key channels it enables for your organization.

Service departments face an ever increasing number of channels they need to work with. In this course, Administering Omni-channel Features in Salesforce Service Cloud, you’ll learn to setup the key Omni-channel features in Service Cloud. First, you’ll explore the routing lifecycle of Omni-channel. Next, you’ll discover some of the key channels that Service Cloud helps you leverage through Omni-channel. Finally, you’ll learn how to supervise routing at scale. When you’re finished with this course, you’ll have the skills and knowledge of Omni-channel needed to help any organization scale across a multitude of channels.

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What's inside

Syllabus

Course Overview
Salesforce Service Cloud Omni-channel Fundamentals
Routing Phone Calls through Omni-channel in Service Cloud
Routing Live Chats through Omni-channel in Service Cloud
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Good to know

Know what's good
, what to watch for
, and possible dealbreakers
Covers key concepts foundational to this field of work
Provides a strong foundation for beginners seeking an edge in this field
Teaches the basics of routing life cycle
Teaches skills and knowledge highly relevant to customer service
Taught by an instructor who is recognized for their work in this field

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Activities

Coming soon We're preparing activities for Administering Omni-channel Features in Salesforce Service Cloud. These are activities you can do either before, during, or after a course.

Career center

Learners who complete Administering Omni-channel Features in Salesforce Service Cloud will develop knowledge and skills that may be useful to these careers:
Customer Service Manager
Customer Service Managers oversee service departments. In this role, you would lead an organization to increase customer happiness and improve support operations. This course may be useful for you because it can help you understand the needs of your team and how to improve their performance by leveraging key features in Salesforce Service Cloud.
Product Support Specialist
Product Support Specialists provide support to users of a particular product or service. In this role, you would help users troubleshoot problems, answer questions, and provide documentation. This course may be useful for you because it can help you better understand the features of your product and how to support users across multiple channels.
Technical Support Specialist
Technical Support Specialists provide support to users of technical products or services. In this role, you would help users troubleshoot problems, answer questions, and provide documentation. This course may be useful for you because it can help you better understand the features of your product and how to support users across multiple channels.
Customer Success Manager
Customer Success Managers help customers achieve their goals with a product or service. In this role, you would work with customers to identify their needs, develop plans to achieve their goals, and provide ongoing support. This course may be useful for you because it can help you better understand the customer journey and how to use Salesforce Service Cloud to improve the customer experience.
Salesforce Administrator
Salesforce Administrators are responsible for managing and maintaining Salesforce instances. In this role, you would work with users to configure the system, create reports, and provide support. This course may be useful for you because it can help you better understand the features of Salesforce Service Cloud and how to configure it to meet the needs of your organization.
Business Analyst
Business Analysts work with businesses to identify and solve problems. In this role, you would work with stakeholders to understand their needs, analyze data, and develop recommendations for improvement. This course may be useful for you because it can help you better understand the customer journey and how to use Salesforce Service Cloud to improve the customer experience.
Project Manager
Project Managers plan, execute, and close projects. In this role, you would work with stakeholders to define project scope, develop project plans, and manage project resources. This course may be useful for you because it can help you better understand the project management lifecycle and how to use Salesforce Service Cloud to manage projects.
Consultant
Consultants provide advice and guidance to businesses on a variety of topics. In this role, you would work with clients to identify their needs, develop solutions, and implement change. This course may be useful for you because it can help you better understand the customer journey and how to use Salesforce Service Cloud to improve the customer experience.
Data Analyst
Data Analysts collect, analyze, and interpret data to identify trends and patterns. In this role, you would work with data to identify opportunities for improvement and develop recommendations for change. This course may be useful for you because it can help you better understand the customer journey and how to use Salesforce Service Cloud to improve the customer experience.
Software Engineer
Software Engineers design, develop, and maintain software applications. In this role, you would work with code to create new features and fix bugs. This course may be useful for you because it can help you build a foundation in Salesforce Service Cloud and understand how to use it to improve the customer experience.
Quality Assurance Analyst
Quality Assurance Analysts test software applications to ensure that they meet quality standards. In this role, you would work with software to identify and fix bugs. This course may be useful for you because it can help you build a foundation in Salesforce Service Cloud and understand how to use it to improve the customer experience.
Sales Representative
Sales Representatives sell products or services to customers. In this role, you would work with customers to identify their needs, develop solutions, and close deals. This course may be useful for you because it can help you better understand the customer journey and how to use Salesforce Service Cloud to improve the customer experience.
Marketing Manager
Marketing Managers develop and execute marketing campaigns to promote products or services. In this role, you would work with marketing teams to create content, manage campaigns, and track results. This course may be useful for you because it can help you better understand the customer journey and how to use Salesforce Service Cloud to improve the customer experience.
Product Manager
Product Managers are responsible for the development and launch of new products or services. In this role, you would work with teams to define product requirements, develop product plans, and manage product launches. This course may be useful for you because it can help you better understand the customer journey and how to use Salesforce Service Cloud to improve the customer experience.
UX Designer
UX Designers design the user experience for products or services. In this role, you would work with teams to create user-friendly interfaces and improve the overall user experience. This course may be useful for you because it can help you better understand the customer journey and how to use Salesforce Service Cloud to improve the customer experience.

Reading list

We've selected eight books that we think will supplement your learning. Use these to develop background knowledge, enrich your coursework, and gain a deeper understanding of the topics covered in Administering Omni-channel Features in Salesforce Service Cloud.
Provides a strategic framework for integrating customer contact channels and delivering a consistent customer experience. It covers topics such as channel integration, customer journey mapping, and performance measurement.
Discusses the importance of providing a seamless and effortless customer experience, which key goal of omnichannel routing.
Provides a comprehensive overview of CRM concepts and tools. It covers topics such as customer segmentation, lead management, and customer loyalty.
Provides a practical guide to delivering excellent customer service. It covers topics such as communication skills, problem-solving, and complaint handling.
Provides a crash course in user experience design. It covers topics such as user research, persona development, and testing.
Discusses the future of customer service, including the role of omnichannel routing and other technologies.
Discusses the importance of customer success, which key goal of omnichannel customer service.

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