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Salesforce® Service Cloud® For Dummies® by Jon Paz, T. J. Kelley

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Chapter 2

Navigating Service Cloud

In This Chapter

arrow Selecting the right Service Cloud edition

arrow Accessing Salesforce.com

arrow Navigating the Home page

arrow Creating and editing records

arrow Finding the Help and Setup menu

First things first: Salesforce Service Cloud comes in several editions, and we start this chapter by helping you choose the right one for your business. Then we show you how to log in to Service Cloud, as well as offer a few administrator-level tips for password management. We cover the Home page and its components, and give you a brief introduction to creating and modifying records in Service Cloud. Finally, we cover where you can go for help.

Choosing the Right Edition of Service Cloud for Your Business

If you already use Sales Cloud (Salesforce’s platform and product for sales organizations), Salesforce offers bundle pricing that integrates both the Sales Cloud and Service Cloud platforms. Otherwise, there are three Service Cloud editions that you can choose from. Regardless ...

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