04/17/2025 07:05 AM GMT
Automated Process Agentforce ➕
Agentforce Agentforce is an AI Agent that can answer your support
questions and connect you with support experts.
You ●? Sales Cloud-Generic Business Process ●? Features of
Sales Cloud ●? Products ●? Campaign ●? Lead ●?
Account ●? Opportunity ●? Contact ●? Contract ●?
QuoteManage ●? Order ●? Forecast ●? Entitlement ●?
The entire life cycle using the above objects
Agentforce Here are some details about the Sales Cloud and its
features, including the entire life cycle using various
objects:
### Sales Cloud Features
Sales Cloud is designed to help businesses manage their
sales processes efficiently. It includes features such as:
- **Lead Management**: Track and manage potential
customers.
- **Opportunity Management**: Manage sales
opportunities and track their progress.
- **Account and Contact Management**: Store and
manage information about customers and contacts.
- **Campaign Management**: Plan and execute
marketing campaigns.
- **Quote Management**: Create and manage quotes
for customers.
- **Order Management**: Track and manage customer
orders.
- **Forecasting**: Predict future sales and set targets.
- **Entitlement Management**: Manage customer
entitlements and service contracts.
### Life Cycle Using Sales Cloud Objects
1. **Campaign**: Start by creating a marketing
campaign to generate leads.
2. **Lead**: Capture leads from the campaign and track
their progress.
3. **Account**: Convert leads into accounts when they
show interest in your product or service.
4. **Contact**: Store information about the individuals
associated with the accounts.
5. **Opportunity**: Create opportunities for potential
sales and track their progress through the sales pipeline.
6. **Quote**: Generate quotes for the opportunities and
send them to the customers.
7. **Order**: Once the quote is accepted, create an
order to fulfill the customer's request.
8. **Contract**: Manage contracts associated with the
orders.
9. **Forecast**: Use forecasting tools to predict future
sales based on the current opportunities and orders.
10. **Entitlement**: Manage customer entitlements and
service contracts to ensure they receive the support they
need.
For more detailed information, you can refer to the
Salesforce Help documentation on [Sales Cloud](/apex/
HTViewHelpDoc?id=service.salesforce_help_map.htm).
Would you like to know more about any specific feature
or object?
04/17/2025 07:06 AM GMT
You ●? Service Cloud and Customer Service
●? Features of Service cloud
●? case
●? Solution
●? Public Knowledge Base
●? Web-to-case
●? Self-Service Portal
●? Escalation rules
Agentforce Here are some details about Service Cloud and its
features, including various objects and functionalities:
### Service Cloud Features
Service Cloud is designed to help businesses deliver
personalized support and resolve customer issues
efficiently. Key features include:
- **Case Management**: Track and manage customer
issues.
- **Knowledge Base**: Provide a repository of articles
and solutions for customers and agents.
- **Web-to-Case**: Capture cases from your website and
automatically create them in Salesforce.
- **Self-Service Portal**: Allow customers to find answers
and resolve issues on their own.
- **Escalation Rules**: Automatically escalate cases
based on predefined criteria.
### Key Objects and Functionalities
1. **Case**:
- Create and manage cases for customer issues.
- Track the lifecycle of a case from creation to resolution
- [Set Up and Manage Cases in Service Cloud](https://
help.salesforce.com/s/articleView?id=sf.cases_intro.htm&
language=en_US)
2. **Solution**:
- Store and manage solutions to common customer
issues.
- Solutions can be linked to cases to provide quick
resolutions.
3. **Public Knowledge Base**:
- Enable Salesforce Knowledge to provide articles to
customers and agents.
- [Enable Salesforce Knowledge in Your Experience
Cloud Site](https://help.salesforce.com/s/articleView?id=
experience.networks_knowledge_access.htm)
4. **Web-to-Case**:
- Capture cases directly from your website.
- Automatically create cases in Salesforce from web
forms.
5. **Self-Service Portal**:
- Provide a self-service site for customers to find
answers and resolve issues.
- [Give Customers Access to Your Knowledge Base
Through Help Center](https://help.salesforce.com/s/
articleView?id=
experience.networks_help_center_intro.htm)
6. **Escalation Rules**:
- Automatically escalate cases based on predefined
criteria.
- Ensure timely resolution of critical issues.
For more detailed information, you can refer to the
Salesforce Help documentation on [Service Cloud
Features](https://help.salesforce.com/s/articleView?id=
experience.networks_overview.htm).
Would you like to know more about any specific feature
or object?
04/17/2025 07:07 AM GMT
You Service Cloud is designed to help businesses deliver
personalized support and resolve customer issues
efficiently. Key features include:
Case Management: Track and manage customer issues.
Knowledge Base: Provide a repository of articles and
solutions for customers and agents.
Web-to-Case: Capture cases from your website and
automatically create them in Salesforce.
Self-Service Portal: Allow customers to find answers and
resolve issues on their own.
Escalation Rules: Automatically escalate cases based on
predefined criteria.
Key Objects and Functionalities
Case:
Create and manage cases for customer issues.
Track the lifecycle of a case from creation to resolution.
Set Up and Manage Cases in Service Cloud
Solution:
Store and manage solutions to common customer issues.
Solutions can be linked to cases to provide quick
resolutions.
Public Knowledge Base:
Enable Salesforce Knowledge to provide articles to
customers and agents.
Enable Salesforce Knowledge in Your Experience Cloud
Site
Web-to-Case:
Capture cases directly from your website.
Automatically create cases in Salesforce from web forms.
Self-Service Portal:
Provide a self-service site for customers to find answers
and resolve issues.
Give Customers Access to Your Knowledge Base Through
Help Center
Escalation Rules:
Automatically escalate cases based on predefined criteria
Ensure timely resolution of critical issues.
Agentforce Here are some details about Service Cloud and its
features, including various objects and functionalities:
### Service Cloud Features
Service Cloud is designed to help businesses deliver
personalized support and resolve customer issues
efficiently. Key features include:
- **Case Management**: Track and manage customer
issues.
- **Knowledge Base**: Provide a repository of articles
and solutions for customers and agents.
- **Web-to-Case**: Capture cases from your website and
automatically create them in Salesforce.
- **Self-Service Portal**: Allow customers to find answers
and resolve issues on their own.
- **Escalation Rules**: Automatically escalate cases
based on predefined criteria.
### Key Objects and Functionalities
1. **Case**:
- Create and manage cases for customer issues.
- Track the lifecycle of a case from creation to resolution
- [Set Up and Manage Cases in Service Cloud](https://
help.salesforce.com/s/articleView?id=sf.cases_intro.htm&
language=en_US)
2. **Solution**:
- Store and manage solutions to common customer
issues.
- Solutions can be linked to cases to provide quick
resolutions.
3. **Public Knowledge Base**:
- Enable Salesforce Knowledge to provide articles to
customers and agents.
- [Enable Salesforce Knowledge in Your Experience
Cloud Site](https://help.salesforce.com/s/articleView?id=
experience.networks_knowledge_access.htm)
4. **Web-to-Case**:
- Capture cases directly from your website.
- Automatically create cases in Salesforce from web
forms.
5. **Self-Service Portal**:
- Provide a self-service site for customers to find
answers and resolve issues.
- [Give Customers Access to Your Knowledge Base
Through Help Center](https://help.salesforce.com/s/
articleView?id=
experience.networks_help_center_intro.htm)
6. **Escalation Rules**:
- Automatically escalate cases based on predefined
criteria.
- Ensure timely resolution of critical issues.
For more detailed information, you can refer to the
Salesforce Help documentation on [Service Cloud
Features](https://help.salesforce.com/s/articleView?id=
experience.networks_overview.htm).
Would you like to know more about any specific feature
or object?
04/17/2025 07:08 AM GMT
You Salesforce Administrative Features
●? Creating User Login Credentials
●? Setup-Personal Setup
●? About Administartion Setup
●? Standard Applications, Tabs and Objects
●? Creating Custom Apps, Custom Objects and Custom
Tabs
●? Creating Custom Fields Using DataTypes and Picklist
and Field Dependencies
Agentforce Here are some details about Salesforce Administrative
Features, including creating user login credentials, setup,
and customizing Salesforce:
### Salesforce Administrative Features
1. **Creating User Login Credentials**:
- To create user login credentials, navigate to the Setup
area in Salesforce, go to "Users," and then "New User."
Fill in the required details such as name, email, and
profile, and Salesforce will send an email to the user with
their login credentials.
2. **Setup - Personal Setup**:
- Personal Setup allows users to customize their own
Salesforce experience. Users can update their personal
information, change their password, and set up email
settings.
3. **About Administration Setup**:
- Administration Setup is where administrators can
configure and customize Salesforce to meet their
organization's needs. This includes managing users,
profiles, roles, and permissions, as well as setting up
security controls and data management.
4. **Standard Applications, Tabs, and Objects**:
- Salesforce comes with standard applications like Sales
Cloud and Service Cloud, standard tabs like Accounts and
Contacts, and standard objects like Leads and
Opportunities. These are designed to capture essential
business data.
5. **Creating Custom Apps, Custom Objects, and Custom
Tabs**:
- **Custom Apps**: Navigate to Setup, go to "App
Manager," and click "New Lightning App." Follow the
steps to create a custom app.
- **Custom Objects**: Go to Setup, navigate to "Object
Manager," and click "Create." Choose "Custom Object"
and fill in the required details.
- **Custom Tabs**: After creating a custom object, you
can create a custom tab by going to Setup, navigating to
"Tabs," and clicking "New." Select the custom object and
follow the steps to create the tab.
6. **Creating Custom Fields Using DataTypes and Picklist
and Field Dependencies**:
- **Custom Fields**: Navigate to the Object Manager,
select the object you want to add a field to, and go to "
Fields \& Relationships." Click "New" and choose the field
type. Fill in the required details and set field-level security
- **Picklist and Field Dependencies**: You can create
picklist fields and set field dependencies to control the
values available in one picklist based on the value
selected in another picklist. This is done in the "Fields \&
Relationships" section of the object.
For more detailed information, you can refer to the
following resources:
- [Get to Know Data Modeling](https://
trailhead.salesforce.com/en/content/learn/modules/
data_modeling)
- [Understand Sales Cloud Data Models](https://
trailhead.salesforce.com/content/learn/modules/
sales-cloud-configuration-basics/
understand-data-models)
- [Complete a Hands-on Learning Project](https://
trailhead.salesforce.com/content/learn/projects/
customize-a-salesforce-object)
- [How to Create a Custom Field](https://
salesforce.vidyard.com/watch/
y22hvtDSEpUKKPPUYGC1TX)
- [Custom Objects: Quick Look](https://
trailhead.salesforce.com/content/learn/modules/
create-a-custom-object-quick-look)
- [Manage Custom Objects](https://help.salesforce.com/
articleView?id=dev_objectedit.htm&type=5)
- [Create a Custom Object Tab](https://
help.salesforce.com/articleView?id=
creating_custom_object_tabs.htm&type=5)
Would you like to know more about any specific feature
or process?
04/17/2025 07:10 AM GMT
You Manage Users
●? Creating users and Roles
●? Creating Custom Profiles
●? Discussion on Standard Profiles
●? Creating Permission Sets and Public Groups and
Queues
●? Login History
04/17/2025 07:11 AM GMT
Agentforce Here are some details about managing users in
Salesforce, including creating users and roles, custom
profiles, standard profiles, permission sets, public groups
, queues, and login history:
### Managing Users
1. **Creating Users and Roles**:
- **Creating Users**: Navigate to Setup, go to "Users,"
and click "New User." Fill in the required details such as
name, email, and profile. Salesforce will send an email to
the user with their login credentials.
- **Creating Roles**: Navigate to Setup, enter "Roles"
in the Quick Find box, and select "Roles." Click "Set Up
Roles" and then "Add Role." Define the role hierarchy and
assign users to the roles.
2. **Creating Custom Profiles**:
- Navigate to Setup, enter "Profiles" in the Quick Find
box, and select "Profiles." Click "Clone" next to an existing
profile to create a custom profile. Customize the profile
settings as needed, including object permissions,
field-level security, and user permissions.
3. **Discussion on Standard Profiles**:
- Standard profiles are predefined profiles provided by
Salesforce, such as System Administrator, Standard User,
and Read Only. These profiles come with a set of default
permissions and cannot be deleted. They can be cloned
to create custom profiles with modified permissions.
4. **Creating Permission Sets and Public Groups and
Queues**:
- **Permission Sets**: Navigate to Setup, enter "
Permission Sets" in the Quick Find box, and select "
Permission Sets." Click "New" to create a new permission
set. Assign permissions and assign the permission set to
users.
- **Public Groups**: Navigate to Setup, enter "Public
Groups" in the Quick Find box, and select "Public Groups.
" Click "New" to create a new public group. Add users,
roles, and other groups to the public group.
- **Queues**: Navigate to Setup, enter "Queues" in the
Quick Find box, and select "Queues." Click "New" to
create a new queue. Assign objects and members to the
queue.
5. **Login History**:
- To view login history, navigate to Setup, enter "Login
History" in the Quick Find box, and select "Login History."
This page displays the login attempts for your
organization, including the date, time, user, and status of
each login attempt.
For more detailed information, you can refer to the
following resources:
- [Create a User Role](https://help.salesforce.com/s/
articleView?id=sf.admin_roles.htm&language=en_US)
- [Create Partner Accounts](https://help.salesforce.com/s/
articleView?id=
sf.networks_partner_community_create_account.htm&
language=en_US)
- [Create Partner Users](https://help.salesforce.com/s/
articleView?id=
sf.networks_partner_community_create_users.htm&
language=en_US)
- [Manage Permission Set Assignments](https://
help.salesforce.com/s/articleView?id=
sf.perm_sets_manage_assignments.htm&language=
en_US)
- [Customize Page Layouts](https://help.salesforce.com/s/
articleView?id=sf.layouts_customize_ple.htm&language=
en_US)
Would you like to know more about any specific feature
or process?
You Relationships In Salesforce
●? Lookup Relationship
●? Master-Detail Relationship
●? Many to many Rlationships
●? Junction Object
●? Rollup Summary Felds
●? ReaTime Scinarios
04/17/2025 07:12 AM GMT
Agentforce Sorry, I had trouble coming up with a response for your
question about relationships in Salesforce. Could you
please try rephrasing your question?
You Lookup Relationship
● Master-Detail Relationship
● Many to many Rlationships
● Junction Object
● Rollup Summary Felds
● ReaTime Scinarios
Agentforce I can answer support related questions about Salesforce
products, features or processes.
04/17/2025 07:13 AM GMT
You Lookup Relationship
● Master-Detail Relationship
● Many to many Rlationships
● Junction Object
● Rollup Summary Felds
● ReaTime Scinarios
Agentforce I can answer support related questions about Salesforce
products, features or processes.
