Ledgeview Partners Salesforce Trailhead

This week, I’m pressing forward with my Service Cloud education with the Trailhead unit, “Get Started with Service Cloud Essentials”.

Last week, I recapped my experience with the unit, “Discover Key Terms and Customer Channels for Service”, under the module “Service Cloud Essential Basics”, under the trail “Discover Service for Small Business with Service Cloud Essentials”.

If you want to learn to utilize Service Cloud Essentials to make customers happier, turbocharge customized support, and rock the world of customer service with the platform overall, this unit is for you!


Trailhead begins the unit with a basic introduction to Service Cloud Essentials’ benefits.

If you’re ready to jump in at the small business-level and avoid enterprise-level setups, Service Cloud Essentials can help get you started under this pretense and address your unique goals.

Service Cloud Essentials provides easy setup assistance for users. It comes “sized and priced” for small businesses, and is known in the industry as one of the most powerful sales and service tools for small businesses.

Next, it helps you to help customers faster, increasing customer retention rates and building brand loyalty.

This, in turn, makes you a more productive organization. For most small businesses, it can be difficult to keep up with demand with the limited resources or staff you may have, so Salesforce works to supplement and boost your efforts to feel more full-service.

Finally, The Lightning App Builder makes it easy to customize your service console. It helps you to scale as you grow through the AppExchange.

You don’t need to decide which apps you want to build on top of your platform before implementation. Most can be added free or purchased anytime.

The apps help you to keep your customers happy and keep control over your scaling business.


Ledgeview Partners Salesforce Service Cloud

Image Courtesy of Salesforce

Remember, last week, we talked about how to make customers happier by reaching them through multiple channels?

This unit expands upon that principle, teaching you how to deliver extraordinary service at a comfortable range within your team’s abilities.

Service Cloud Essentials integrates multiple channels into an easy-to-use help desk, known as the console, which is customizable to suit a small business’ unique needs.

Service Cloud Essentials allows small businesses to follow up with customers at the right time, through the right channel.


It’s a very powerful tool, and is exciting to think about … the possibilities for small business are far-reaching!

Next week, I will share my experience with the module: “Service Cloud Essential Features” with the specific unit of, “Learn About Macros, Service Console, and Case Feed”.

Stay tuned! I look forward to exploring more educational paths with you.

On a similar note, if you’d like to learn more about encouraging high and continuous Salesforce adoption within your small business, I recommend the eBook: “Achieving User Adoption Success with Salesforce: A Guide for Admins on 4 Common Hurdles + Solutions”.

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Happy learning, Trailblazers!

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