Curriculum For This Course
Video tutorials list
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Introduction and Getting Started
Video Name Time 1. Signing Up for a Free Salesforce Account 2:38 2. Logging into Salesforce and Switching Between Lightning and Classic 1:55 3. Reviewing the Service Cloud Consultant Certification Exam Guide 18:43 -
Industry Knowledge
Video Name Time 1. Industry Knowledge Introduction 1:19 2. Installing Service and Support Dashboards to Measure Contact Center Metrics 4:59 3. Contact Center KPIs 3:56 4. Contact Center Business Challenges and How Salesforce Helps 3:23 5. Use Cases and Benefits for Different Interaction Channels 7:04 6. Challenges and Considerations for Business Continuity in the Contact Center 2:21 7. Exam Guide Sample Question #1 4:42 8. Types of Contact Centers and Displaying the Service Console 5:44 9. KCS Core Tenets and a Glimpse of the Service Setup Menu and Salesforce Knowledge 2:57 10. Contact Center Components and How They Solve Business Challenges 2:13 -
Implementation Strategies
Video Name Time 1. Implementation Strategies Introduction 0:50 2. Typical Phases of a Consulting Engagement and Creating Custom Objects and Fields 14:46 3. Contact Center Deployment Strategies 4:28 -
Service Cloud Solution Design
Video Name Time 1. Service Cloud Solution Design Introduction 0:29 2. Analyzing Customer Requirements for Service Cloud Solution Design 8:05 3. Extending the Service Cloud with Custom Application Development and Third-Party 3:26 4. Key Components for Performance Optimization and Creating a Validation Rule 8:02 5. User Experience Requirements Solved by the Salesforce Lightning Service Console 5:43 6. Salesforce Lightning Service Console Custom List Views and Creating a New User 16:57 7. Service Console Interaction Logs (Salesforce Classic Only) 8:37 8. Service Console Custom Components 7:11 9. Service Console Keyboard Shortcuts 1:36 10. Service Console Macros 5:35 11. Service Console Integration Toolkit and Lightning Console JavaScript API 10:53 12. Adjusting the Service Console Settings 5:30 13. Exam Guide Sample Question #2 4:01 -
Knowledge Management
Video Name Time 1. Knowledge Management Introduction 0:31 2. Enabling Salesforce Knowledge and the Knowledge Article Lifecycle 8:50 3. Managing Knowledge Adoption and Maintenance 7:36 4. Creating Knowledge Data Categories Groups and Data Categories 7:34 5. Creating Knowledge Article Record Types and Assigning Page Layouts 4:39 6. Turning on the Knowledge Sidebar in the Service Console 7:15 7. Knowledge Publishing Workflow 14:12 8. Knowledge Data Migration Strategies 4:23 9. Knowledge vs. Solutions 3:04 10. Exam Guide Sample Question #3 - Public Groups and Assigning Article Actions 6:24 11. Exam Guide Sample Question #5 2:58 -
Interaction Channels
Video Name Time 1. Interaction Channels Introduction 1:41 2. Understanding and Implementing Multiple Support Processes 4:12 3. Mobile Interaction Channel and Creating a Mobile Case Record Type 3:14 4. Telephony (aka ‘phone’) Interaction Channel 2:59 5. Email Interaction Channel and Creating an Email Case Record Type 2:11 6. Email to Case vs. On-Demand Email to Case and Configuring a Routing Address 9:56 7. Adding Emails Related List to Cases Page Layout 5:57 8. Configuring Email Templates for Effective Case Communications 5:08 9. Web Interaction Channel 1:54 10. Chat Interaction Channel – Web Chat (Live Agent) 2:28 11. Enabling Live Agent and Creating Live Agent Users 1:54 12. Creating Live Agent Skills 2:05 13. Creating Live Agent Configurations 6:34 14. Creating Live Agent Deployments 2:17 15. Setting Up Live Agent in the Salesforce Console 2:34 16. Creating Chat Buttons 7:25 17. Enabling OmniChannel and Creating Service Presence Status 2:29 18. Adding the Supervisor Panel to the Salesforce Console 4:02 19. Social Media Interaction Channel 7:36 20. Chatter Groups as Internal Interaction Channels 6:04 21. Exam Guide Sample Question #4 2:17 22. Interaction Channels UI Design Considerations 12:13 23. Case Feed Configuration and Customization 9:01 24. Adding and Configuring the Email Action to the Case Feed 7:00 25. Interaction Channels Profile Design Considerations 8:05 26. Interaction Channels Objects to Expose Design Considerations 6:48 27. Interaction Channels Sharing Model Design Considerations 11:44 28. Interaction Channels Reporting Design Considerations 12:24 29. Kan Ban View and Case Feed Page Layout Assignments 11:28 -
Case Management
Video Name Time 1. Case Management Introduction 0:46 2. Case Creation Design Considerations 3:22 3. Case Queues Configuration 7:36 4. Case Assignment Design Considerations 14:36 5. OmniChannel for Routing of Cases 2:11 6. Creating Service Channels for Omni-Channel 4:17 7. Creating Routing Configurations for Omni-Channel 6:25 8. Creating a Presence Status for Omni-Channel 1:29 9. Creating Omni-Channel Permission Sets 2:35 10. Adding Omni-Channel to your Service Console Footer 3:45 11. Adding Sidebar Components to the Service Console 4:58 12. Adding Fields to Page Layouts and Related Lists for Improved Usability 4:30 13. Case Escalation Design Considerations 9:26 14. Log a Call Activity Management and Call Disposition Design 11:44 15. Case Resolution Design Considerations – Case Closure 7:38 16. Enabling Entitlement Management for SLA Driven Case Management 20:10 17. Improve Agent Productivity by Bundling Multiple Case Actions in Macros 7:53 18. Field Service Lightning 10:27 19. Final Live Agent Configurations 6:37 20. Creating a Self-Service Community to Increase Case Deflection 15:28 21. Visual Workflow Use Cases, Capabilities and Limitations for Case Management 18:20 -
Contact Center Analytics
Video Name Time 1. Contact Center Analytics Introduction 0:43 2. Contact Center Reporting Solutions 3:03 3. Reports and Dashboards Design Considerations 6:20 -
Integration and Data Management
Video Name Time 1. Integration and Data Management Introduction 0:51 2. Design Considerations for Large Data and Transaction Volumes 1:53 3. Contact Center Integration Patterns 11:26 -
Release Readiness and Updates
Video Name Time 1. Adding a Path to the Case Object - Spring '18 Release 9:45 2. Service Setup Menu 10:53 -
Next Steps
Video Name Time 1. Next Steps Introduction 0:31 2. Registering for the Service Cloud Consultant Certification 5:17 3. Taking the Exam – Online vs. On-site 9:56 4. Test Taking Strategies – Improve Your Odds of Passing the First Time 5:28 5. Final Thoughts and a Word of Thanks 0:38
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