Introduction and Getting Started
  • Getting Started Introduction
  • Signing Up for a Free Salesforce Account
  • Logging into Salesforce and Switching Between Lightning and Classic
  • Downloading and Reviewing the Service Cloud Consultant Certification Exam Guide
  • Assigning the Service Cloud and Knowledge User Feature Licenses
  • Introduction and Getting Started Quiz
Industry Knowledge
  • Industry Knowledge Introduction
  • Installing Service and Support Dashboards to Measure Contact Center Metrics
  • Contact Center KPIs
  • Contact Center Business Challenges and How Salesforce Helps
  • Use Cases and Benefits for Different Interaction Channels
  • Challenges and Considerations for Business Continuity in the Contact Center
  • Exam Guide Sample Question #1
  • Types of Contact Centers and Displaying the Service Console
  • KCS Core Tenets and a Glimpse of the Service Setup Menu and Salesforce Knowledge
  • Contact Center Components and How They Solve Business Challenges
  • Practice Activity – Industry Knowledge Trailhead Units
  • Industry Knowledge Quiz
Implementation Strategies
  • Implementation Strategies Introduction
  • Typical Phases of a Consulting Engagement and Creating Custom Objects and Fields
  • Contact Center Deployment Strategies
  • Practice Activity – Implementation Strategies Trailhead Units
  • Implementation Strategies Quiz
Service Cloud Solution Design
  • Service Cloud Solution Design Introduction
  • Analyzing Customer Requirements for Service Cloud Solution Design
  • Extending the Service Cloud with Custom Application Development and Third-Party
  • Key Components for Performance Optimization and Creating a Validation Rule
  • User Experience Requirements Solved by the Salesforce Lightning Service Console
  • Salesforce Lightning Service Console Custom List Views and Creating a New User
  • Service Console Interaction Logs (Salesforce Classic Only)
  • Service Console Custom Components
  • Service Console Keyboard Shortcuts
  • Service Console Macros
  • Service Console Integration Toolkit and Lightning Console JavaScript API
  • Adjusting the Service Console Settings
  • Exam Guide Sample Question #2
  • Practice Activity – Service Cloud Solution Design Trailhead Units
  • Service Cloud Solution Design Quiz
Knowledge Management
  • Knowledge Management Introduction
  • Enabling Salesforce Knowledge and the Knowledge Article Lifecycle
  • Managing Knowledge Adoption and Maintenance
  • Creating Knowledge Data Categories Groups and Data Categories
  • Creating Knowledge Article Record Types and Assigning Page Layouts
  • Turning on the Knowledge Sidebar in the Service Console
  • Knowledge Publishing Workflow
  • Knowledge Data Migration Strategies
  • Knowledge vs. Solutions
  • Exam Guide Sample Question #3 - Public Groups and Assigning Article Actions
  • Exam Guide Sample Question #5
  • Practice Activity – Knowledge Management Trailhead Units
  • Knowledge Management Quiz
Interaction Channels
  • Interaction Channels Introduction
  • Understanding and Implementing Multiple Support Processes
  • Mobile Interaction Channel and Creating a Mobile Case Record Type
  • Telephony (aka ‘phone’) Interaction Channel
  • Email Interaction Channel and Creating an Email Case Record Type
  • Email to Case vs. On-Demand Email to Case and Configuring a Routing Address
  • Adding Emails Related List to Cases Page Layout
  • Configuring Email Templates for Effective Case Communications
  • Web Interaction Channel
  • Chat Interaction Channel – Web Chat (Live Agent)
  • Enabling Live Agent and Creating Live Agent Users
  • Creating Live Agent Skills
  • Creating Live Agent Configurations
  • Creating Live Agent Deployments
  • Setting Up Live Agent in the Salesforce Console
  • Creating Chat Buttons
  • Enabling OmniChannel and Creating Service Presence Status
  • Adding the Supervisor Panel to the Salesforce Console
  • Social Media Interaction Channel
  • Chatter Groups as Internal Interaction Channels
  • Exam Guide Sample Question #4
  • Interaction Channels UI Design Considerations
  • Case Feed Configuration and Customization
  • Adding and Configuring the Email Action to the Case Feed
  • Interaction Channels Profile Design Considerations
  • Interaction Channels Objects to Expose Design Considerations
  • Interaction Channels Sharing Model Design Considerations
  • Interaction Channels Reporting Design Considerations
  • Kan Ban View and Case Feed Page Layout Assignments
  • Practice Activity – Interaction Channels Trailhead Units
  • Interaction Channels Quiz
Case Management
  • Case Management Introduction
  • Designing a Case Management Solution
  • Case Creation Design Considerations
  • Case Queues Configuration
  • Case Assignment Design Considerations
  • OmniChannel for Routing of Cases
  • Creating Service Channels for Omni-Channel
  • Creating Routing Configurations for Omni-Channel
  • Creating a Presence Status for Omni-Channel
  • Creating Omni-Channel Permission Sets
  • Adding Omni-Channel to your Service Console Footer