Automation & Workflows
Streamline every process with clicks — not code.
Turn complicated business processes into seamless workflows with no-code and low-code builders. Quickly fulfill common service requests with a library of flows that can be easily surfaced across channels with Service Catalog. You’ll be able to:
- Improve service efficiency by automating your workflows
- Adapt your business processes with a flexible platform
- Simplify complex processes that span across departments
Get the right data for the right business outcomes.
Empower your teams and power up your workflows with easy access to critical data. No matter where the data resides. Connect to any system, application, or department to:
- Automate any part of a business process
- Enable real-time updates across data sources
- Personalize every interaction with a complete view of the customer
Work smarter with intelligent workflows.
Give your customer service automation strategy a boost with AI-driven insights. Serve up the right case to the right person at the right time with actionable insights and recommendations. With intelligence built right into Service Cloud, you can:
- Deploy AI within existing or new workflows
- Streamline resolution with automatic prioritization and routing
- Surface the most effective offers and next best actions
Guide your customers to enhanced experiences.
Today’s customers expect a seamless digital experience that’s fast. It’s easier than ever to build more efficient processes that can extend to any touchpoint. Give your customers:
- Efficient self-service powered by bots and portals
- Step-by-step guided screens that are engaging and easy to use
- Proactive service notifications and status updates
Automate faster with prebuilt solutions.
Don’t start with a blank slate. Discover ready-to-install partner solutions including process libraries, robotic process automation, and building blocks for workflow automation. Head over to AppExchange and find:
- Solutions to automate repetitive tasks
- Configurable prebuilt business processes
- Industry-specific process templates
How can you streamline your customer experience with intelligent workflows?
Take a guided tour of the #1 platform for service.
Learn how Service Cloud helps you keep your customers happy with this walk-through of the product.
Customer Service Tools and Features from Salesforce
Service Cloud call center scripts help service teams improve productivity, reduce agent training time and resources, and promote a consistent customer experience. Service Cloud workflows enable agents to quickly navigate to the right script at the right time.
Service Cloud is a comprehensive customer service and help desk platform for businesses of all sizes and types. Its features include integration of multiple information sources into a centralized view, chat, customer self-help portals and communities, knowledge base, and more.