Salesforce Experience Cloud

Formerly Salesforce Community Cloud

Currently developing as a client facing portal, where clients can submit cases, interact with others, source knowledge articles, etc. It has not yet been released, we are continuing to work through getting it set up exactly how we want.

Salesforce is used by almost every department at my company including Sales, Customer Service, Billing, Accounts Receivable, and Provisioning. It really helps us to keep all notes and documents related to a customer in a common place where all departments can have access. It is also helpful for showing how specific billing accounts are related to each other with the hierarchy feature.

Community Cloud is being used by by our entire organization as well as our external users. This is where we maintain our knowledge base (FAQ) and our user support case management. Customer Support maintains the case management system. Marketing and Support manage the FAQ knowledge base. My team references the Community Cloud system to look up technical questions as well as cases opened by customers. Customers reference the Community Cloud system to look up technical questions as well. Customers also use the cases to manage their issues.

I've used Experience Cloud in several workspaces for mainly the same reasons - it allows us to give customers more power over their own day-to-day operations in a convenient and easy way. We can control security easily with permission sets and sharing groups. This allows us to set visibility so that only an agent or someone in their specific agency can see the customers they manage, and we can tailor the reporting by making things visible only to certain audiences on the website. (If you are a direct agent you might see a report versus just someone who supports your business but doesn't sell directly). We can provide them resources to learn and grow on their own by customizing the knowledge articles on our site, and at certain times of year we can make announcements really prominent on the home page. We can lessen the workload on our customer service teams by incorporating a chatbot that can answer basic questions, and can update our knowledge base constantly so that when someone searches, it pops up relevant resources so they can hopefully figure it out before having to enter in a case for our customer service reps.

Our team uses The Community cloud to facilitate a customer portal to allow users for self-service access. We've built in integrations and components that make this more user-friendly and allows the users to have access to a lot of their information around the clock to have proper planning and increase productivity.