Enhance Service Cloud with Lightning Knowledge
Offered By: Salesforce via Trailhead
Course Description
Overview
Give agents the right information, at the right time, and in the right format to close cases.
- Use Lightning Knowledge to create a knowledge base for better customer service.
- Create record types and page layouts to optimize Lightning Knowledge for your business.
- Learn how search works in Salesforce Knowledge and customize your org for better results.
- Unlock the full power of Knowledge by migrating to Lightning Knowledge.
- Handle customer requests using the Knowledge-Centered Service methodology.
- Recommend articles to service agents in real time with Einstein Article Recommendations.
Syllabus
- Knowledge Basics for Lightning Experience
- Get Started with Lightning Knowledge
- Prepare Your Salesforce Knowledge Base
- Set Up a Simple Knowledge Base
- Lightning Knowledge Setup and Customization
- Set Up a New Kind of Article
- Configure Page Layouts and Record Types
- Set Up the Validation Status
- Configure Article and Field Visibility
- Close Cases with Articles
- Knowledge Search Basics
- Search in Salesforce Knowledge
- Choose the Best Search Options
- Set Up Search Customizations
- Make Better Decisions with Analytics
- Lightning Knowledge Migration
- Harness the Power of Lightning Knowledge
- Plan the Migration
- Perform a Test Migration to a Sandbox
- Set Up Lightning Knowledge
- Migrate into Production
- Knowledge-Centered Service with Service Cloud
- Get Started with Knowledge-Centered Service
- Manage Article States
- Set Up Lightning Knowledge for KCS Users
- Optimize Article Search and Quality Audits
- Use Evolve Loop to Improve Your Process
- Einstein Article Recommendations for Service
- Get to Know Einstein Article Recommendations
- Start Using Article Recommendations
- Improve Einstein's Recommendations
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