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Oracle: Customer Service Suite

Oracle: Customer Service Suite

1h 24mIntermediate2018-04-09

Authors

Susan Paturzo

Susan Paturzo

Oracle Applications Developer, Consultant, Author

Course details

The Oracle customer service suite—known as Service Cloud—is a powerful tool for managing customer service data. In this course, Susan Paturzo shows to set up and administer a customer service center in Oracle Service Cloud. Topics include configuring user permissions, adding staff members to queues, customizing and prioritizing queues, adding rules for routing and escalation, and building workflows to automate tasks. Susan also helps you create and modify workspaces to fit your company's operation and branding, and build a knowledge base to share solutions with agents and clients. Plus, learn how to create reports and dashboards with the built-in Service Cloud analytics tools.

Learning objectives
Creating and modifying workspaces
Setting up profiles and permissions
Creating accounts
Building a knowledge base
Creating workflows with routing, queue, and escalation rules
Defining tasks
Reporting

Skills covered

Oracle DatabaseCloud AdministrationOracleCloud ComputingDeep Dive (X:Y)

Concepts

0. Introduction

  • 01 - Welcome

1. Getting Started

  • 02 - Tour of interface - Browser (BUI) view
  • 03 - Tour of interface - Desktop Agent view
  • 04 - Creating workspaces

2. Designing the Customer-Facing Portal

  • 05 - Modify contact workspace
  • 06 - Navigation sets
  • 07 - Profiles and permissions
  • 08 - Password configuration - Internal and external
  • 09 - Categories
  • 10 - Product and language skills

3. Designing the Agent-Facing Portal

  • 11 - Create accounts
  • 12 - Navigation set shortcuts
  • 13 - Navigating the knowledge base
  • 14 - Adding to the knowledge base
  • 15 - Message templates

4. Building Workflows

  • 16 - Routing rule - Send email to customer
  • 17 - Routing rule - Promotions
  • 18 - Creating queues and adding to profiles
  • 19 - Creating queue rules
  • 20 - Escalation using rules
  • 21 - Escalation using a workspace
  • 22 - View and respond - Resolve a customer question
  • 23 - View and escalate a customer question

5. Defining Tasks

  • 24 - Building tasks - Prepare a workspace
  • 25 - Building task workflow
  • 26 - Using task workflow and monitoring tasks

6. Reporting

  • 27 - Stock and seeded reports
  • 28 - Image Explorer
  • 29 - Reporting custom search
  • 30 - Create customer dashboard
  • 31 - Provide and run at agent level

Conclusion

  • 32 - Next steps

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