in this session we will learn about how to setup lightning service console in Service Cloud. We will also learn about Macro and quick text in Service cloud.
Lightning Service Console
The Service Console is a standard Salesforce Lightning console app that meets all your service needs. You can customize this app to make it your own. With the help of this, agents can speed up the activities like creating new contacts, cases, registering products and processing returns, all without losing the context of the interaction or needing to switch screens.
Macro
A set of instructions that tells the system how to complete a task. When a user runs a macro, the system performs each instruction. Macros help your team save time and add consistency. Macros can perform multiple actions.
Types of Macros
Prerequisites
- The record page to use macros includes a publisher like the Chatter component, and the actions you want to use, like Email or Log a Call.
- Add the Macros widget or utility to the app.
- Create a permission set and add the following permissions:
- Object Permissions:
- CRUD on Macros object
- App Permissions:
- Select Manage Macros Users Can’t Undo
- Macro Settings.
- Enable Share and organize macros in folders.
- Object Permissions:
Quick Text
Quick Text Saves users time by Stop retyping the same message over and over. Helps you standardize company messaging. By inserting predefined messages like
- Greetings
- Answers to common questions
- Short notes
Recording
Check our session to learn about how to setup lighting service console , macros and quick text.
Please check this post for our old and upcoming session on Service Cloud. Here is playlist of our service cloud sessions recording.
Amit Chaudhary is Salesforce Application & System Architect and working on Salesforce Platform since 2010. He is Salesforce MVP since 2017 and have 17 Salesforce Certificates.
He is a active blogger and founder of Apex Hours.
Comments(9)
Dinesh Chakravarthy says:
January 13, 2022 at 12:22 pmThanks Jiji for the Sharing your knowledge on Key concepts which was very interesting and Amit where you had given us an opportunity to skillup with great confidence.
Suresh Tummalapalli says:
January 13, 2022 at 4:53 pmVery good session and informative
ashish kumar says:
January 14, 2022 at 2:39 amNice lucid explanation.
Harshil Rathi says:
January 14, 2022 at 5:27 amThanks for the session
Harshal Katole says:
January 15, 2022 at 7:14 amThanks for such an insightful session. Thank you
Snehal Martiwar says:
January 16, 2022 at 11:35 pmThanks amit and jiji for wonderful session
Afreed says:
January 18, 2022 at 1:14 pmThanks To Jiji jayaSingh for Wonderful Session and Sharing Your Knowledge with us.
In this Session we can learn.
1. Lighting service Console
2. SoftPhone utilities
3. Macros
4. QuickText
Once Again Thanks to Jiji jayaSingh, Amit Bhaiya and Apex Hours Team.
Ketan says:
January 20, 2022 at 10:02 amThanks amit and jiji for wonderful session specially Macros & SoftPhone utilities in Service console.
Sheetal Chougule says:
January 28, 2022 at 1:41 pmVery helpful n explanation is easy to understand.