Case Management
Every request becomes a case tracked end to end: priority, status, history and automatic escalation based on your rules.
Service Cloud is Salesforce's customer service solution. It brings cases, customer history and knowledge together in a single console, and lets your service reps work side by side with Agentforce AI agents.
Every request becomes a case tracked end to end: priority, status, history and automatic escalation based on your rules.
Automatically routes work to the right agent based on skills, availability and current workload.
A 360° customer view on one screen: orders, contracts, past interactions and recommended actions.
Salesforce Knowledge articles shared across agents, the customer portal and AI agents for consistent answers.
Email, chat, WhatsApp, SMS, Messenger and Service Cloud Voice unified in the same workflow.
Entitlements and milestones to meet your service commitments and alert before any breach.
Agentforce Service answers customers 24/7 using your knowledge base and data, then hands off to a human agent with full context. Einstein suggests replies, summarizes conversations and automatically classifies cases.
Review of your processes and your Service Cloud org, followed by a prioritized roadmap.
Configuration, automation (Flow), integrations and data migration, delivered with an agile approach.
User training, tracking dashboards and continuous optimization.