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Accelerator - Service Cloud Dashboard

Knowledge Article Number 000232389
Description
Salesforce Cloud Services

Accelerator - Service Cloud Dashboard


Accelerator Overview
  • Whether you are a new implementation or have been using Salesforce for years this Accelerator engages your executive service sponsors to re-examine what key metrics are important this year.
  • The Service Cloud Dashboard Accelerator helps you define Key Performance Indicators for service and support through a custom dashboard that will give real-time visibility into the associated metrics.

Successful Business Outcome
We'll work together to define what will be a successful outcome for you.

Popular Metrics Frequently Addressed
Service Rep Performance
  • Current Open Cases by Service Rep   
  •  Age of Open Cases by Service Rep
  • Closed Cases by Service Rep

Contact Center Performance
  •  Case Volume by Channel
  •  Open Cases by Priority
  •  Open Cases by Status


Example Service Rep Performance Dashboard
click image above for a larger view

Guiding Principles
We are focused on a successful outcome through well defined scope

Our Commitments:
  • This will be built as a Service & Support Dashboard
  • We will leverage AppExchange content if it will be helpful
  • The reports designed are only minimally customized
  • Only native reports and dashboard features will be used
  • No custom code will be created or modified
  • No data migration will be performed

Your Commitments:
  • Confirm your success criteria for the engagement
  • Assure proper participation from your Service Exec.sponsor & Salesforce Admin minimally
  • Install the AppExchange packages requested in your production org. 
  • Provide access to your production or for the Salesforce Specialist
  • Provide feedback by completing our survey (Required)
Engagement Process and Timeline
click image above for larger view

Required Resources
click image above for larger view

 

For more resources check out the Getting Started with Service Cloud Hub

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