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Administer Intelligent Service Cloud Solutions
Course Description
Overview
Discover how to create personalized, intelligent customer service experiences with Service Cloud and Einstein for Service. In this 3-day instructor-led course, learn how to build Omni-Channel flows, route service agent chats with Enhanced Omni-Channel, customize self-service Experience Cloud sites, and configure Messaging for In-App and Web (MIAW), among other Service Cloud solutions. Use Einstein for Service to customize predictive and generative artificial intelligence (AI) solutions, including standard and enhanced Einstein Bots, Einstein Article and Reply Recommendations, Service Replies, and Work Summaries, that integrate seamlessly with Service Cloud to boost agent productivity, reach resolutions faster, and increase customer satisfaction.Objectives
- Manage agent work item routing with Enhanced Omni-Channel.
- Use Enhanced Omni-Channel Supervisor to monitor agent workloads and work item status.
- Recall Omni-Channel Flow for Service use cases and when to implement them.
- Discuss the benefits of self-service Experience Cloud sites.
- Identify various Service Console messaging channels.
- Configure MIAW.
- Create predictive and generative Customer Service AI experiences with Einstein for Service.
- Build standard and enhanced Einstein Bots.
- Explain natural language processing (NLP) capabilities.
Audience
Topics
- Define Omni-Channel and Routing Options
- Discover Enhanced Omni-Channel
- Run Enhanced Omni-Channel Supervisor
- Examine Omni-Channel Flow for Service Use Cases
- Build an Omni-Channel Flow
- Manage Experience Cloud User Licenses
- Design Digital Experiences
- Customize Workspace Items
- Adjust Site Branding
- Set Up Site Home Page
- Configure Guest User Profiles
- Define Digital Engagement
- Discover MIAW
- Build an Embedded Service Deployment and Pre-Chat Forms
- Configure an Experience Cloud Site Embedded Service Component
- Create a Messaging Agent-Side Console View
- Reference Additional Service Console Messaging Channels
- Explore Salesforce Einstein Predictive and Generative AI Fundamentals
- Discover Standard and Enhanced Einstein Bots
- Identify Einstein Bot NLP Capabilities
- Build and Deploy Enhanced Einstein Bots to Messaging Channels
- Configure a Pre-Chat Form for an Enhanced Bot
- Train a Bot Using Utterances, Dialogs, and an Intent Model
- Define Einstein for Service Features
- Examine Einstein Case Classification and Case Wrap-Up
- Explore Einstein Article Recommendations
- Discover Einstein Reply Recommendations
- Configure Einstein Next Best Action
- Implement Einstein for Service Generative AI Solutions
- Configure Service Replies
- Generate Work Summaries
- Use Conversation Catch-Up
- Enable Einstein Service Replies for Email
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Self-Paced Training Info
Learn at your own pace with anytime, anywhere training
- Same in-demand topics as instructor-led public and private classes.
- Standalone learning or supplemental reinforcement.
- e-Learning content varies by course and technology.
- View the Self-Paced version of this outline and what is included in the SPVC course.
- Learn more about e-Learning
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