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Salesforce Service Cloud

Salesforce Service Cloud

Overview

What is Salesforce Service Cloud?

Service Cloud is a customer service platform that helps businesses manage and resolve customer inquiries and issues. It provides tools for case management, knowledge base, omni-channel support, automation, and analytics, enabling companies to deliver exceptional customer service experiences.

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Recent Reviews

Salesforce Service Cloud overview

9 out of 10
May 08, 2023
Using Salesforce service cloud internally to create support tickets. It offers a complete 360 degree ticket management system with ticket …
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Service in Salesforce

10 out of 10
June 24, 2022
Incentivized
We use Salesforce Service Cloud for about 110 of our users in 3 departments. We currently utilize this product for our service channels …
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Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

Popular Features

View all 13 features
  • Email support (67)
    9.3
    93%
  • Ticket creation and submission (66)
    9.2
    92%
  • Organize and prioritize service tickets (66)
    8.8
    88%
  • Ticket response (65)
    8.8
    88%

Reviewer Pros & Cons

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Pricing

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Starter Suite

$25

Cloud
per month

Professional

$80

Cloud
per month

Enterprise

$165

Cloud
per month per user

Entry-level set up fee?

  • No setup fee
For the latest information on pricing, visithttps://www.salesforce.com/products/ser…

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

Starting price (does not include set up fee)

  • $25 per month
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Product Demos

Salesforce Service Cloud Tutorial | Service Cloud In Salesforce | Salesforce Training | Simplilearn

YouTube

Salesforce Service Cloud Voice Demo | Salesforce

YouTube
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Features

Incident and problem management

Streamlining ticketing and service restoration processes

8.8
Avg 7.9

Self Help Community

Features that allow customers to self-service for support issues.

9
Avg 7.7

Multi-Channel Help

Features related to providing customer service and support via different communication channels. Communications are organized by ticket/customer/channel for the convenience of agents.

8.9
Avg 7.7
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Product Details

What is Salesforce Service Cloud?

Salesforce Service Cloud provides companies with a call center-like view that enables them to create and track cases coming in, and automatically route and escalate what’s important. The Salesforce CRM-powered customer portal provides customers the ability to track their own cases, includes a social networking plug-in that enables the user to join the conversation about their company on social networking websites, provides analytical tools and other services including email, chat, Google search, and access to customers' entitlement and contracts.

Salesforce Service Cloud Features

Incident and problem management Features

  • Supported: Organize and prioritize service tickets
  • Supported: Expert directory
  • Supported: Subscription-based notifications
  • Supported: ITSM collaboration and documentation
  • Supported: Ticket creation and submission
  • Supported: Ticket response
  • Supported: Automated responses
  • Supported: Attachments/Screencasts
  • Supported: SLA management

Self Help Community Features

  • Supported: Forums
  • Supported: External knowledge base
  • Supported: Internal knowledge base
  • Supported: Q and A
  • Supported: Surveys/polls

Multi-Channel Help Features

  • Supported: Customer portal
  • Supported: Live help chat
  • Supported: Phone support
  • Supported: IVR
  • Supported: Call scripting
  • Supported: Social integration
  • Supported: Email support
  • Supported: Help Desk CRM integration

Additional Features

  • Supported: Lighting Console
  • Supported: Knowledge Base
  • Supported: Live Agent
  • Supported: Social Customer Service
  • Supported: In-App Support
  • Supported: Service Wave Analytics
  • Supported: Mobile Support
  • Supported: Customer Communities

Salesforce Service Cloud Screenshots

Screenshot of Workflows and OrchestrationScreenshot of Service CatalogScreenshot of Contact Center

Salesforce Service Cloud Video

Salesforce Service Cloud in 100 Seconds

Salesforce Service Cloud Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationApple iOS, Android, Mobile Web
Supported CountriesCanada, United States, United Kingdom, Japan, Korea, India, China, Australia, Brazil, Mexico, Finland, Denmark, France, Germany, Ireland, Italy, The Netherlands, Spain, Sweden, Switzerland
Supported LanguagesEnglish, French, Portuguese, Japanese, Spanish

Frequently Asked Questions

Service Cloud is a customer service platform that helps businesses manage and resolve customer inquiries and issues. It provides tools for case management, knowledge base, omni-channel support, automation, and analytics, enabling companies to deliver exceptional customer service experiences.

Salesforce Service Cloud starts at $25.

Verint Messaging, Freshdesk, and Helpdesk Pilot are common alternatives for Salesforce Service Cloud.

Reviewers rate Email support highest, with a score of 9.3.

The most common users of Salesforce Service Cloud are from Mid-sized Companies (51-1,000 employees).
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Comparisons

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Reviews and Ratings

(367)

Attribute Ratings

Reviews

(1-25 of 25)
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Score 10 out of 10
Vetted Review
Verified User
Incentivized
We used Service Cloud to document and manage customer issues raised by the various teams (HR, Payroll, Benefits, Tax, Legal) that interact with all levels of our clients (C-Level, managers, employees, vendors). The ability for all of our teams to capture the issues of an individual client within the same ecosystem and making that information accessible immediately for on-site and headquarter employees from laptops or cell phones greatly streamlined and enhanced our customer intelligence. We were able to present a unified voice to our client so that regardless of who from our company spoke to whomever at the client, we always knew the issues top of mind for that client.
  • Service Cloud is easy to use whether you're inputing data or trying to access it.
  • By having a simple interface and creating dashboards, reports and views customized to an individual user's needs, we were able to achieve nearly 100% adoption rate.
  • The highest praise I can give about this product is that our employees barely "felt" its existence in that it never got in the way of reaching the information or providing the information they needed. It never felt cumbersome or like it was getting in the way of doing their job.
  • Reporting could be a bit more flexible. For some data we need to export to Excel and run formulas.
  • Needs better phone system (Shoretel) integration. The app exchange app from Shoretel is very buggy and not well supported. It would be nice to have a Salesforce-owned solution with proper support.
  • Out of the box customer surveying would be great for insight into our service levels. We use an app to generate surveys but its costly and this could be a standard feature in Service Cloud.
Service Cloud is an excellent solution for businesses that have many clients and touch points across many departments. It functions as a common platform for teams that operate in different capacities and have varying levels of technical aptitude to share their intelligence and interactions with clients.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We use Salesforce on our team to manage our highly confidential customer database. We store their contact information, notes from interactions and conversations, and details about the client and their needs or requirements. This platform allows us to keep all the data in one place, available on the cloud to be accessed from outside the workplace on the go. The reminder/task system is really helpful for working as busy individuals and as a team.
  • Cloud based storage.
  • Consolidate data.
  • Create a meaningful database that can be easily accessed.
  • A free trial would be extremely valuable to customers who are not able to commit to a full plan.
  • The pricing of this program is not priced competitively with other similar services.
  • Can be quite time consuming to maintain.
  • Not user friendly if you aren’t tech savvy/familiar with software.
This is great for cold calling and starting clients from scratch. A lot of entry is required to build a customer profile, but if you are diligent in entering this information, then it can be extremely useful, and you will thank yourself down the road for having an organized database with as many or few details stored. It is a little more challenging for existing customers who have a wealth of information on their files because the transfer of information can be quite tedious.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Salesforce Service Cloud created a one-stop shop for all emails, chats, and phone calls. We can Omni Route all channels to our agents at the priority level we need. Great for productivity for our agents.
  • Agent Productivity with Omnichannel Routing
  • Knowledgebase for agent help articles
  • Screen Flows to cut down on agent training
  • Web Chat
  • Reporting - need better downloadable reports
  • Lower Pricing - More bundled products for less
Screen Flows provide step by step instructions for our agents so we don't need 4 weeks of training. This knocked our training down to 2 weeks. Salesforce Service Cloud's reports are not great as they just download into excel so they are not client friendly.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use Salesforce Service Cloud for both internal employees and for external partners. It works out great for both because it's so flexible and can change based on the demands of our business. Our internal teams use it both from a customer service level (working cases, emails, tasks, etc.) and our project team uses it to track work in the system and support our agile methodology.
  • Allows us to make changes quickly and with relative ease
  • Can be flexible enough to use among several teams who do very different work
  • Salesforce in general provides SO much training that anyone on the team can skill up and help maintain the system
  • Sometimes documentation on new features can be slow to come out or might not be clear
  • Their Support team is sometimes difficult to work with (lots of back and forth and time consuming)
  • It is often hard to keep up with all the new features due to their 3 releases a year, it can be overwhelming if you are a solo person or on a small team
Salesforce Service Cloud is well suited for customer support teams who work many different channels - emails that come in from customers, support cases customers might submit on your site, or chatbot if you have this enabled in Experience Cloud. It provides options for approvals and tracking of SLAs which is especially helpful for larger customer service teams. It may not be suited for teams where a lot of their work comes from external systems or outside sources if you have a small technical team or a limited budget, since it would involve setting up a lot of integrations.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Salesforce service cloud fulfills almost every aspect service functionality and as a platform we can customize the solution to the need, be it case management, knowledge management, Incident management, customer entitlements and milestones. it is an awesome piece of software for all customer service needs of the organization. it helps us to integrate service functionality with other clouds as well, also helps us to create several customer touch points of service.
  • customer support emails are addressed well through email-to-case.
  • created cases were effectively managed through routings, milestones and notifications
  • helped to open up chat support easily
  • helped us to set up self-service portal for customer with easier integration with experience cloud
  • call center analytics were made easy.
  • should open up customization around knowledge and some other objects.
  • there should be a better way to manage the licenses especially with knowledge user licensing, i don't know why separate licenses for that when we subscribed for service cloud already
  • so many functionality upgrades 3 times a year, difficult to follow up in the daily work schedules, definitely good thing for subscribers but not for developers and consultants.
when looking service support software, i would definitely recommend because it provides the ability to customize or build our own functionality as per requirement. it has by default many features like cases, knowledge, incidents, tasks, approvals, entitlements, milestone, auto responses, email notifications, chat, embedded chat, customization, Einstein analytics, SLA's and many more.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We use Salesforce Service Cloud as our CRM platform. We create person accounts, cases, and orders. In addition, we also use Knowledge to attach technical information for our reps. Having this one pane of glass makes it simple for our reps to get a view of the latest happenings for our customers. This in turn gives them the ability to efficiently address customer concerns.
  • View all customer details (cases, orders) in one pane of glass
  • create workflows to update fields, statuses, and create records
  • Update customer information (address, contact info) easily
  • Ability to edit stock report types
  • Easier access to data import wizard
  • easier to share report folders with specific people
Salesforce Service Cloud does a very good job of giving a 360 view of a customer in a single pane of glass. You can easily go from account to cases, to activities, to orders. This makes it easy to provide customers quick feedback and answer al their questions. In addition, easy access to knowledge gives agents easy access to important information.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We use Salesforce Service Cloud in a few ways. It's mostly used as an email ticketing and case management system. Our customer support teams can access the different cases and respond timely. We also have it integrated with our phone system so the teams can get access to the records and respond.
  • Helps customer service manage cases
  • Provides efficient support where anyone can see contact info
  • Centralizes customer interactions
  • Better out of the box reporting
  • Deduplication
  • Expensive
Salesforce Service Cloud is well suited for us a in a few ways. We have a lot of email communication and cases so the Service Cloud helps us to manage this. We can respond quicker and set priorities for high to lower. Sometimes the searching can be challenging or duplicates.
Mohammad Rashid Raza | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
We are using the Salesforce service cloud for a chatbot or instant messaging service on our portal, and also we are creating customer service requests or tickets to answer their queries and issues. We have implemented web2form to automate the process of ticket creation, as soon a user fills and submits the form, a ticket gets created in the service cloud and assigns it to the respective group for further action.
  • Web2Form helps us and save our effort to create form and submit it. Using simple web2case we are submitting the form to service cloud and generating a service request for user.
  • Chatbot and instant messaging service
  • Identifying error on the system for triggering the query or ticket creation is complex
  • Easy navigation can be possible
For customer service and logging the ticket for customer support.
Instant messaging service.
Integrate with Salesforce Commerce Cloud for user information
Web2Case or Web2Form to generate and make a form live
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Salesforce Service Cloud is being used in conjunction with Salesforce Community to deliver the management and verification processes of a known user group for one of our central government clients. We have integrated Salesforce with other third party systems with ease and developed a robust end to end process workflow for our clients verification process. All contact history is captured against each account as well as processing case notes and automatically generated, outbound are emails. Self service for our client is delivered using the standard authentication features of Salesforce Community which then links directly to Salesforce Service Cloud and any changes to our clients data is instantly captured and processed accordingly.
  • Super fast set-up of the service from design through to production.
  • Robust method of release management from sandbox, to test, to production.
  • User access controls can be fine grain, which is great for GDPR requirements, limiting access to only necessary data.
  • Simple api integrations with other third party systems
  • Broad range of features and functionality
  • Einstein search features provides faster information mining for our agents as they help to resolve customer requests.
  • You need to fully understand the data model to make implementation simpler.
  • Reporting can be challenging if you are after status at historical points in time.
  • Some features can be cost prohibited
Salesforce Service Cloud is excellent as a CRM, a case management system, multi-channel contact centre support application, service and ticketing application as well as helping automate back office processes.
If you want to extend Service Cloud into Sales, Self-Service or Digital Marketing, you need to purchase additional services which can be relatively high cost.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
It's used across multiple support and onboarding teams to support our customers. We use it to answer customer-related incidents and work requests. It's also used to updated and manage customer information based on work requests.
  • The ability to open tickets from emails.
  • Link multiple related tickets.
  • It lacks a global search option.
  • I wish it could structure incoming client requests.
Service Cloud allows users to automate service processes, streamline workflows and find articles, topics, and experts to support the agent.
It's less appropriate when tying up similar cases or even allowing knowledge sharing across tickets.
However, any changes require a lot of effort and usually need to engage consultants which gets expensive.
April 29, 2021

Useful but complex

Score 7 out of 10
Vetted Review
Verified User
Incentivized
I am using Salesforce Service Cloud during QA. It is being used by a single department. It traces and rates the quality of your job. It is basically a CRM, advanced technology for managing the company relationship and interactions: this means that it improves business relationship[s] in order to grow your business (and your skills).
  • It helps you focus on your organization’s relationships with individual people — in my case colleagues
  • It provides support and additional services throughout the [colleague's] relationship.
  • It improves communication and support
  • Not so easy to manage
  • [The] interface seems a little bit complex (unnecessarily)
I think the idea behind a CRM is amazing. In this case, we have a product that can be a little bit [tough] to manage and the learning curve seems [never-ending]. Salesforce Service Cloud is useful because it lets you establish and set up connections in [real-time], especially in [a] big company. It traces everything (I am using this product during QA). I do like the [real-time] notification and the white interface. But it takes too long to make anything happen on Salesforce Service Cloud: [sometimes] it adds complexity to your job process.
Clara Mediavilla Rizzo | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Salesforce Service Cloud is used all across the whole organization, from sales to customer service. Salesforce address all the daily needs that we face as a global organization. So, we can efficiently work without spending too much time on administrative/back-end tasks. That's how you can keep a more client-oriented mindset all across the company.
  • Create accounts.
  • Save contacts.
  • Edit information easily.
  • All good. Nothing to highlight.
It is well suited for all the administrative tasks you need to register in a Sales/CRM/Marketing system so you can keep track from prospects, clients as companies and students particularly. Also, it is really well suited to add next steps or tasks to do for the future or for other colleagues from different teams. In that way, everyone is on the same page, and no one misses information when working on a global project.
Natalia Shlykova | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We use Salesforce Service Cloud as a database of our students in an online school. We also use it to record each contact with them. It is comfortable to keep and share all information and updates with other departments of our company from all over the world because it used by people from managers to student advisers.
  • User friendly.
  • Fast technical support.
  • Trustful brand.
  • Rare bugs of saving updates.
  • So many updates which sometimes disorient me from known routine.
It is a good platform to resolve customer service needs. I find it comfortable for daily work to record all updates of the progress of my students and the calls or other contacts which I made with the students or which made by somebody else. It is updating in real time which makes easy to use it with other people from company without missing any task.
Score 7 out of 10
Vetted Review
Verified User
Incentivized
Salesforce Service Cloud is used across all departments within the technology business of our organization. It is used as a ticketing system to assign support tasks to the right groups and individuals. Time spent is tracked and reported on. Support specialists can manage and prioritize their queue and keep track of support cases that can be open for lengthy periods of time.
  • Customizable templates for specific support flows.
  • Time track reporting and other reports.
  • Easy queue management.
  • End users find opening a ticket cumbersome.
  • Too many communication options sometimes makes communication unwieldy.
  • There should be an option to pause time during a Waiting (Internal) state.
Salesforce Service Cloud is well suited for organizations that are looking for a robust ticketing system, detailed reporting and time tracking features. Easy to track time spent supporting customers and can use the reporting to bill the customers efficiently. The customizable templates make it easy to adopt Service Cloud if your company has many different support teams with different support flows.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Salesforce [Service Cloud] is great for managing customer interactions ranging in issues from customer service to complex needs. The fields are very customizable that you can tailor to your specific business needs. A nice feature is that you can access the service cloud directly from your email inbox. This also creates a log so that all communication with customers can be kept as a record. This can be used by others within the company to review any correspondence prior to engaging with the customer.
  • Very integrated service cloud community which enables users to help eachother
  • There is a mobile application that allows you to manage customers from any device
  • Live agents are available to chat is you need support
  • Licenses can be expensive
  • Steep learning curve that requires training to understand all the features
  • Data entry can be time consuming due to all the feature sets
[Salesforce Service Cloud is] great at capturing detailed customer information. The information layout is easy to navigate and you don't have to move through a lot of different screens or places within the software to get a thorough understanding of the customer. Where it is less appropriate- I don't know of a way to check if someone else is viewing or working on a customer case at the same time. There may be an issue where two people are working on a case simultaneously and not even know it.
April 23, 2021

Best CRM Ever

Suresh K.S Kumar | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
CRM has never been easy before. I see the era as before and after Salesforce. Especially with cloud, one certainly doesn't need to worry about hosting your data in a safer place. It is taken care by [Salesforce Service Cloud]. The problem it definitely fixed is integration with other contact center platforms. Ease of using APIs. The code behind can effortlessly bring the data for further manipulation.
  • Easy Integration
  • Well exposed APIs
  • Secure
  • Too much data in one window
  • Navigation
  • Browser compatibility
Although some Salesforce competitors provide APIs and plug-ins, none of them allow you to customize your user experience and deploy new tools and interfaces with little to no coding. Salesforce [Service Cloud] allows you to take advantage of our most recent innovations without the hassle of installing new software or training new employees. The Salesforce Customer 360 Platform lets you expand your capabilities beyond what Salesforce rivals can deliver.
Hans Hong | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We use Salesforce throughout the business as a CRM, sales lead funnel management. The users who use service cloud manage customer support, cases, and use it for knowledge management. It also integrates with our ERP (Oracle) and our phone system (inContact) for intelligent routing and screen pops.
  • Case management and tracking customer interactions.
  • Integrations with other data sources to provide a 360 degree customer view when they contact us.
  • Knowledge management integration into cases is especially useful to make our users more consistent with shared knowledge.
  • Case management and interface is a bit outdated. We do need a lot of information presented but it does not do a good job allowing us to highlight the important things, but still leaving detail available.
  • Performance can fluctuate in a shared environment.
  • Omni channel functionality is buggy and is unreliable. Sometimes cases get stalled in assignment even if agents are available.
  • Lightning experience, though modern, can be slow performing in the browser
I would not recommend this for small companies looking to do support. Too many functions and highly customizable, but requires experts to get the full power out of it. But for medium to large businesses who want to also integrate CRM data with support, it is a great solution.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
It is used by a certain department in the organization. It helps let our clients know the phase of their project. They can visibly see and track their reports. When a problem arises, we are able to quickly address it before it goes on to the next phase.
  • Product tracking.
  • Email integration with Outlook, it works flawlessly with our corporate emails.
  • Live video chats with clients.
  • None at the moment.
Our clients have visibility to the production phase and are able to chime in when needed to make corrections.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We have been able to achieve process standardization and automation for the client's service offering.
  • Automation of processes which were done by clients service representative.
  • Integration with other Salesforce products which facilitate that clients have complete customer profiles.
  • Help upsell as now we have better visibility of our customer's profiles.
  • Better customer support would be appreciated.
It's well suited if the client is already using other Salesforce products as it will help them get a better, well-rounded profile of their customer. It may not always work if that is the only Salesforce offering the client is using.
Paul Murphy | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We use Salesforce for RMAs, and TAC cases and escalation to R&D for most products. Some products are escalated via email but they are generally low volume older products.
  • It's is highly available down time maybe 3 min every 3 months or so.
  • Ease of use interface doesn't change much stable of the last 4 years.
  • Search and account inventory are very accurate and useful.
  • Advance filtering keyword searching with condition can usually be done but only by power users - make advanced search easier.
  • Attachments size restrictions - could be our implementation not sure if its a product issue.
  • No mandatory mandatory fields. Again this may be implementation dependent
Great for RMAs and cases - bug updates not so much.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Salesforce Service Cloud is used in HR for Case Management for all the employees across the organization. It provides a unified platform for HR related queries from employees and manages follow-ups and communication in a seamless manner. The cloud is also linked to the call center and live chat agents for an omnichannel experience for the customers.
  • Easy configuration and maintenance.
  • Fast deployments and easy integration with the Dev Ops tool.
  • Excellent out of the box features like Shield encryption.
  • Slow support from the Salesforce support team.
  • Intermittent performance issues mostly after new Salesforce releases.
Salesforce Service Cloud is well suited for HR and Ticket Management for a medium to large size organization. It might not be best suited where you have heavy ETL involved or when you need to integrate numerous applications.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use Service Cloud across our whole organization, wherever case management is needed. The primary use of Service Cloud is for providing case management for customer support, technical and non-technical. The big advantage of using Service Cloud is that all the case management is tired directly to our CRM data so that communication and collaboration between support teams and other parts of the business is much easier. We also use Service Cloud for managing some internal work processes.
  • Emailing contacts has some nice features. We have service cloud setup to email contacts (using templates) and have the record automatically log on the case, then have the mailbox setup to sync back to the case record and notify the case owner that a response was received. This is a very nice feature for quick communication with thorough records to refer back to in the future. I’m not sure how much of this functionality is standard on the case object and how much we added as custom functionality since some of this was implemented before my time. But either way the functionality is possible and very handy.
  • Integration with other SFDC functionality. While this isn’t necessarily a feature specific to Service Cloud, it’s really nice having the ability to read case data from all the other objects and applications we have in SFDC is a huge advantage vs. our previous tool for case management.
  • Simple UI of the Service Cloud console view. I found the UI was very easy to understand and quick to navigate even as a new user.
  • Integration with a customer portal based on salesforce communities. Allows our customers to manage their cases online and stay up to date on progress.
  • Management of inactivity. We had to build some fairly complex customization for managing inactivity on a case, e.g., counting the number of business days or hours that have elapsed since last activity from the customer or the agent. That functionality is important to us for driving automatic notifications, escalations, and reporting. I’m surprised that’s not native functionality in Service Cloud
  • This is a really specific complaint, so take with a grain of salt. Also goes to show you that I have few complaints about Service Cloud. But the issue is that when integrating another tool with Service Cloud for automatic case creation, the case description doesn’t have rich text formatting for the integration so all the text mapping from the 3rd party tool has to be formatted with HTML (like using
    for a line break). I thought it might be the 3rd party tool, but it has no trouble carrying simple formatting like line breaks into other text fields in SFDC. Maybe there’s a reason, but this irritates me with my specific use case.
  • Tab use in the console view is difficult for me to adopt. I’m a heavy user of browser tabs and keyboard shortcuts to navigate between tabs, so the fact that Service Cloud console blocks me from opening records in new browser tabs, using the SFDC tab functionality instead, irritates me because then I can’t find browser shortcuts
Service Cloud Is great for any scenario where case management is needed and seamless integration to the CRM is desired. Service Cloud and its features may be less useful for the commercial side of the organization, though I know some non-support users that use the Service Cloud setup for accessing all aspects of SFDC because they like the interface more than Sales Cloud.
November 09, 2017

Salesforce Service Cloud

Brandon Schroth | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Incentivized
It is used to combine all of our different offices globally to connect our leads, data, and accounts. It makes it extremely easy to look into the whole company's activity instead of having separate CRM's around the globe and helps our sales reps not touch each others accounts. It makes thing a whole lot easier.
  • Improves support
  • Organization
  • Integration
  • Ease of use
It is well suited for big companies because it helps with insight for the higher ups and gives you full view throughout the whole company and give great data. It might not be the best for smaller companies or start up's due to expense and might be a bit more than needed.
June 06, 2016

SFDC Service Cloud

Score 8 out of 10
Vetted Review
Verified User
I am a consulting partner of Salesforce and have implemented service cloud for clients. The tool is very useful and provides many benefits for clients that want to engage directly with customers while capturing data and useful analytics. The Community Cloud provides efficient self-service and case management is efficient in servicing customers in a professional/interactive manner.
  • Efficient self-service
  • Workflows provide automatic and personalized communications
  • Easy to deploy
  • Difficult to implement a complex security structure within Salesforce communities
I am likely to recommend SFDC Service Cloud to those users that want to provide a window into Salesforce for customers or partners while enhancing collaboration. The service cloud is not the cheapest solution, so may be too expensive for smaller companies that aren't dealing with a large volume of customers to begin with.
Jeff Grosse | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Service Cloud is deeply embedded in our customer support processes. We utilize Cases, Chatter, Force.com, and Communities to communicate with our customers. It helps us effectively collaborate internally and with our customers to log and resolve issues. It eliminates the threading of email, provides concise logging and tracking of issues and keeps artifacts readily available for project and run teams.
  • Service Console allows a customizable view of a great deal of information in a single location, keeping agent context within a click.
  • Salesforce Knowledge easily provides access to multiple types of information for internal, customer, partner, and public use. It has the ability to feed agents the most relevant articles to help agents close cases with more ease.
  • Service Cloud is highly extensible. We integrate it to many other systems and I have helped many customers integrate very relevant data into Salesforce to ensure age3nts have a more complete picture of the customer and their past interactions and transactions with the company.
  • Service Cloud easily handles multiple channels of customer case intake with little need for customization. Much can be done through Configuration so you can get your project done sooner.
  • Service Cloud is deeply tied to Sales and Marketing on Salesforce so it supports cross-departmental processes and helps build a 360 degree view of customers.
  • Salesforce has a flexible model for routing of cases, but it could use improvement in the area of skills based routing and more complicated case assignment based on agent presence. Salesforce has this on their roadmap, so the functionality appears to be coming, but this is a typical area of customization when it comes to implementation.
  • Service Cloud runs many large call centers around the world, but Salesforce could improve upon the process of onboarding and offboarding agents when it comes to high turnover and large call centers. This can certainly be done, but it's a bit of administrative work for customers today.
  • Service Cloud has grown significantly and one evidence of that is the speed of product change in areas such as Questions, Answers, and Chatter Answers. They are all designed to be the same type of interaction where a customer can ask something of the community, be given possible solutions, and continue to post their question and receive an answer. That particular feature has been evolving, though it has not significantly affected existing implementations. The good thing is, the product keeps maturing.
Service Cloud is well suited for all sizes of contact centers. The platform is extremely flexible and extensible to make the agent experience easy to use and intuitive. New features like the Case Feed allow agents to quickly work on a case and see relevant information in a single pane. I have worked with customers using Service Cloud for customer service, support, IT helpdesk, as well as HR helpdesk and I see it equally useful there. When evaluating solutions, be sure to ask whether Knowledge Management is included or if it needs to be licensed separately. Salesforce allows a read of all articles internally and requires licenses only for knowledge creators. When evaluating solutions, look at the user experience. It should be clean, configurable, flexible, and intuitive. It should also have robust workflow and approval processes to support business processes. Again, this is an area of strength for Salesforce.
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