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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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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

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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 8.1

Self Help Community

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

8.8
Avg 7.9

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.

8.8
Avg 7.9
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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 Ticket creation and submission highest, with a score of 9.3.

The most common users of Salesforce Service Cloud are from Enterprises (1,001+ employees).
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Comparisons

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Reviews From Top Reviewers

(1-5 of 18)

Support business transformation with SFDC

Rating: 9 out of 10
April 20, 2021
HH
Vetted Review
Verified User
Salesforce Service Cloud
8 years of experience
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.
Cons
  • 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.

Salesforce is Customizable and Useful but Has Flaws

Rating: 7 out of 10
August 21, 2024
Vetted Review
Verified User
Salesforce Service Cloud
1 year of experience
We use it primarily for our insurance brokerage team to manage their pipeline for new business and renewal applications, to manage their emails/interactions with our clients, and to change the statuses of the applications. Additionally, we also use it as a data storage for additional documentation and compliance related items
  • It is organized, the Kanban view is useful
  • The interface can really be customized
  • The communications system inside Salesforce is helpful and you can tag and notify your teammates
Cons
  • Because the interface is so customizable, it can be difficult to know where to look for different settings
  • The support team could be more responsive, depending on what type of package you purchase they can take long to respond
  • It takes some time to ramp up use of the platform and lots of internal tutorials to our brokerage team as admins
It is very useful in having all your things in one place, being able to filter through them, and managing your pipeline this way. Where we found some additional problems was syncing Salesforce bidirectionally with our internal tooling, because there was a lot for our engineering team to build and get involved with, which isn't necessarily ideal in our use case.

Salesforce Service Cloud Offers Many Built-in and Customizable Options

Rating: 8 out of 10
July 21, 2024
Vetted Review
Verified User
Salesforce Service Cloud
3 years of experience
We implemented Salesforce Service Cloud after adopting Salesforce as our system of record for enterprise nonprofit donations and more. We offer internal support through email-to-case and a call center, and are launching an external call center and live chat. Our staff use internal self-service through an Experience Cloud portal site including Knowledge and Ideas, both enhanced with third-party add-ins. We've also adapted standard features like Incident Management and Asset Management for processes adjacent to support services.
  • Email-to-case as a customer service channel
  • Integrated reporting and dashboards for measurement
  • Integrations with a variety of third parties
Cons
  • Additional feature licenses are required for Chat and Messaging
  • Chat bots are adaptable but require additional purchase
Customer service can be simple across teams with email and cases. Because Salesforce Service Cloud offers numerous features and is endlessly configurable, it pays to work with certified Salesforce Admins who can clearly understand your organizational needs and both built-in and options from third-party apps and integrations. For example, make sure any telephony integration supports Salesforce Omni-Channel if you plan to use more than email and phone channels.

Experience in using and implementing Salesforce Service Cloud makes it easy to recommend

Rating: 10 out of 10
September 30, 2015
JG
Vetted Review
Verified User
Salesforce Service Cloud
10 years of experience
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.
Cons
  • 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.

Salesforce Service Cloud: half-baked, expensive, limited, and frustrating

Rating: 2 out of 10
August 26, 2020
Vetted Review
Verified User
Salesforce Service Cloud
1 year of experience
We chose to use Service Cloud after Desk.com was purchased by Salesforce and subsequently shuttered. Part of the Desk.com cessation was a push to move customers to Service Cloud. After much internal discussion, we decided it would be nice to have our entire help system within our main business portal.

It was our intention to offer customers a place to look up information and submit cases, possibly even communicate with each other in a forum.
  • Cases are highly customizable.
  • Workflows and custom fields can help categorize and target workload.
  • Integration with CRM keeps all information in one portal.
Cons
  • Incredibly complex to set up and configure.
  • Multiple points of potential failure.
  • Things Desk.com did out-of-the-box require customized code and components in Service Cloud.
  • Front-facing community is extremely difficult to configure and comes with many limitations.
  • No help is provided by Salesforce without expensive Premiere Support plans.
  • Expensive! Hidden costs and development costs are going to make Service Cloud far more expensive than almost any other Help Desk provider out there.
There are several components to Service Cloud which I will address: Cases, Knowledge, and Community. Each of these has various pros and cons, although the cons far outweigh the pros. It's become an albatross around our company's neck, and I'm requesting our company decision makers to move to a different platform ASAP.
  • Cases
Cases is the basis of Service Cloud, and once you get accustomed to the workflow and interface, it can be quite useful. You can search for knowledge articles, email responses, or use case comments. Out of the box, Service Cloud is terrible, and it will not do what you want. There is a large amount of configuration you will need to do, from setting up email templates, creating workflows to mimic what other platforms do out-of-the-box, and even then you will encounter issues that impede your ability to communicate effectively with your customer. Out-of-the-box email-2-case did not work because we had an Email Service class installed for something else, which rendered the default email-2-case completely useless. So we need to create a custom email handler for cases. This also meant some of the native functionality was no longer going to work. We would end up having to write a ton of customized code, Lightning components, workflows, etc.
  • Knowledge
Knowledge is rather nice at first, until you start using it and discover the limitations imposed by Salesforce. Articles are limited to 131,000 characters, and that includes the HTML markup hidden to the viewer. This means your articles will end up having to be abbreviated or broken up into smaller pieces. We tried to host these articles externally, but there is no option to embed these inside the Article object. You can embed videos hosted on YouTube, Vimeo or DailyMotion, but that's the extent. Anything else will require a fully customized solution for displaying knowledge articles. It's a very basic knowledge solution. Salesforce offers a really strong knowledge base of their own, but it's almost certainly not running using Articles, because Articles is terrible.
  • Community
Communities is where your customers can go to search knowledge articles, communicate with support, and even create records in your org. It is quite customizable, which is laudable and appreciated. The ability to update and manage the community is relatively easy and can be done without much code.

Unfortunately, the issue comes up with Cases. There are components for displaying Cases, but unbelievably, there is no place for discussion of the case with the service agent. This is almost ludicrous. There are Case Comment related lists, but these are handicapped by artificial constraints. Customers can't view the entire case comment, because it is only a related list, and there's no ability to change this without creating your own Lightning component, which means additional development costs.

Ultimately, the overall impression of Service Cloud is an extraordinarily half-baked product which is nowhere near enterprise-grade, despite carrying enterprise-level costs.
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