Need help accelerating your customer service journey? Salesforce is coming to your aid with the Service Setup Assistant. This feature will be available with the upcoming Winter ’21 release (we will be posting a more comprehensive look at the upcoming release in the coming weeks). Within a few minutes, the Service Setup Assistant can get you up and running with some of the most useful Service Cloud features, which includes: some pre-configured profiles and routing queues, best-in-class case layouts, frequently used and popular workflows, commonly used quick texts, and time saving macros. The assistant can also help setup a support email address that all your agents can be added to.
Within moments, you can make some simple choices to help build & create your new Service App:
As we mentioned previously, once your app is built – your team will be prompted to review the Email-to-Case setup. This is a much cleaner and convenient approach to getting started with Email-to-Case. Here, you can create your email & start to add users to the support service App.
Here is an example of the pre-built case layout, which includes productivity tools already added - all in one place:
Many Organizations aren’t sure where to start when building out their Service settings in Salesforce – but now you have a quick and easy tool to get started with the optimal settings!