SalesForce Service Cloud Training Overview

Salesforce Service Cloud Training​ Course Outline

Module 1: Introduction to Salesforce Service Cloud

  • Salesforce Overview
  • Architecture
  • Environment
  • Sales Cloud
  • Service Cloud

Module 2: Salesforce Objects

  • What are Salesforce Objects?
  • Standard Objectives
  • Custom Objects
  • Schema Builder

Module 3: Data Security

  • Create a Role Hierarchy
  • Sharing Rules
  • Control Access Records

Module 4: Process Builder

  • Automating Business Processes
  • Exporting Data
  • Reports and Dashboards

Module 5: Visualforce

  • Visualforce Pages
  • Variables and Formulas
  • Standard Controllers
  • List Controllers
  • Using Forms

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Who should attend this SalesForce Service Cloud Training Course?

The SalesForce Service Cloud Training Course is designed for individuals who wish to enhance their expertise in managing customer service and support processes using the SalesForce Service Cloud platform. This course can benefit a wide range of professionals, including:

  • Customer Service Professionals
  • SalesForce Administrators
  • SalesForce Consultants
  • Business Managers
  • IT Professionals
  • Business Analysts
  • Entrepreneurs and Business Owners

Prerequisites of the SalesForce Service Cloud Training Course

There are no formal prerequisites for attending this SalesForce Service Cloud Training Course.

Salesforce Service Cloud Training Course Overview

Salesforce Service Cloud Training offers a deep dive into one of the most dynamic and powerful customer service platforms available today. Its relevance lies in the platform's ability to streamline customer service processes, enhance customer satisfaction, and drive efficient case resolution, making it an indispensable tool in the modern customer service landscape.

This training is crucial for Customer Service Managers, IT professionals, and Salesforce Administrators aiming to leverage Salesforce Service Cloud to its full potential. Understanding how to navigate and utilise this platform is essential for those who wish to enhance their organisation's customer service experience and increase operational efficiency.

The Knowledge Academy’s 1-day Salesforce Service Cloud Training is designed to impart practical, hands-on experience with the platform. Delegates will learn through real-world scenarios, enabling them to apply the skills acquired immediately in their professional roles. This training offers a concise yet comprehensive understanding, perfect for busy professionals.

Course Objectives

  • To understand the fundamentals of Salesforce Service Cloud and its interface
  • To learn effective management of customer interactions and case handling
  • To master the configuration and customisation of the Service Cloud platform
  • To gain insights into analytics and reporting features within Service Cloud
  • To develop skills in automating and streamlining customer service processes
  • To understand best practices for optimising the customer experience using Service Cloud

Upon completing the Salesforce Service Cloud Training, delegates will have a robust understanding of the platform, empowering them to improve their organisation's customer service efficiency and effectiveness. They will be equipped with the skills needed to make impactful changes and drive customer satisfaction.

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What’s included in this SalesForce Service Cloud Training Course?

  • World-Class Training Sessions from Experienced Instructors  
  • SalesForce Service Cloud Certificate
  • Digital Delegate Pack

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Why choose us

Ways to take this course

Experience live, interactive learning from home with The Knowledge Academy's Online Instructor-led SalesForce Service Cloud Training. Engage directly with expert instructors, mirroring the classroom schedule for a comprehensive learning journey. Enjoy the convenience of virtual learning without compromising on the quality of interaction.

Unlock your potential with The Knowledge Academy's SalesForce Service Cloud Training, accessible anytime, anywhere on any device. Enjoy 90 days of online course access, extendable upon request, and benefit from the support of our expert trainers. Elevate your skills at your own pace with our Online Self-paced sessions.

Experience the most sought-after learning style with The Knowledge Academy's SalesForce Service Cloud Training. Available in 490+ locations across 190+ countries, our hand-picked Classroom venues offer an invaluable human touch. Immerse yourself in a comprehensive, interactive experience with our expert-led SalesForce Service Cloud Training sessions.

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Highly experienced trainers

Boost your skills with our expert trainers, boasting 10+ years of real-world experience, ensuring an engaging and informative training experience

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State of the art training venues

We only use the highest standard of learning facilities to make sure your experience is as comfortable and distraction-free as possible

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Small class sizes

Our Classroom courses with limited class sizes foster discussions and provide a personalised, interactive learning environment

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Great value for money

Achieve certification without breaking the bank. Find a lower price elsewhere? We'll match it to guarantee you the best value

Streamline large-scale training requirements with The Knowledge Academy’s In-house/Onsite SalesForce Service Cloud Training at your business premises. Experience expert-led classroom learning from the comfort of your workplace and engage professional development.

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Tailored learning experience

Leverage benefits offered from a certification that fits your unique business or project needs

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Maximise your training budget

Cut unnecessary costs and focus your entire budget on what really matters, the training.

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Team building opportunity

Our SalesForce Service Cloud Training offers a unique chance for your team to bond and engage in discussions, enriching the learning experience beyond traditional classroom settings

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Monitor employees progress

The course know-how will help you track and evaluate your employees' progression and performance with relative ease

What our customers are saying

SalesForce Service Cloud Training FAQs

Please arrive at the venue at 8:45am.
There are no formal prerequisites to attend this course.
This course is designed for those who want to learn about Salesforce CRM.
We can provide support via phone & email prior to attending, during and after the course.
Delegate pack consisting of course notes and exercises, Manual, Experienced Instructor, and Refreshments
This course is 1 day.
Once your booking has been placed and confirmed, you will receive an email which contains your course location, course overview, pre-course reading material (if required), course agenda and payment receipts
The training fees for SalesForce Service Cloud Training certification in New Zealand starts from NZD2695
The Knowledge Academy is the Leading global training provider for SalesForce Service Cloud Training.
Please see our CRM Training courses available in New Zealand
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Why choose us

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Best price in the industry

You won't find better value in the marketplace. If you do find a lower price, we will beat it.

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Many delivery methods

Flexible delivery methods are available depending on your learning style.

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High quality resources

Resources are included for a comprehensive learning experience.

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"Really good course and well organised. Trainer was great with a sense of humour - his experience allowed a free flowing course, structured to help you gain as much information & relevant experience whilst helping prepare you for the exam"

Joshua Davies, Thames Water

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