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Administer Intelligent Service Cloud Solutions

Price
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3 Days
SF-ADX361
Classroom Training, Online Training
Salesforce Training and Certification - 0

AWS Training Pass

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Prices reflect a 22.5% discount for IBM employees (wherever applicable).
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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

When you complete this class, you will be able to:
  • 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

This course is designed for experienced administrators who are responsible for configuring Service Cloud and Einstein for Service solutions. Students should hold the Salesforce Administrator credential or have at least six months of experience in an administrator role. Students should possess working knowledge of Service Console components and tools, have previous experience implementing Salesforce Flow, and demonstrate a solid understanding of basic Salesforce features and functionality, including user profiles, permission sets, and page layout customizations. This is also a great course for anyone interested in earning their Service Cloud Consultant credential.
 

Prerequisites


     

Topics

Omni-Channel
  • Define Omni-Channel and Routing Options
  • Discover Enhanced Omni-Channel
  • Run Enhanced Omni-Channel Supervisor
Omni-Channel Flows
  • Examine Omni-Channel Flow for Service Use Cases
  • Build an Omni-Channel Flow
Self-Service Experience Cloud Sites
  • Manage Experience Cloud User Licenses
  • Design Digital Experiences
  • Customize Workspace Items
  • Adjust Site Branding
  • Set Up Site Home Page
  • Configure Guest User Profiles
Digital Engagement
  • 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
Salesforce Artificial Intelligence
  • Explore Salesforce Einstein Predictive and Generative AI Fundamentals
? Einstein Bots
  • 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
Einstein for Service: Predictive AI Solutions
  • 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
Einstein for Service: Generative AI Solutions
  • 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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