AgentExchange

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

Common Service Cloud Channel Flows

Automate common business processes

Overview

This package includes several Flows that will help you get started with your Service Cloud setup, automating various processes that will get you up and running faster and leave your agents more productive

1 of 5

See How Common Service Cloud Channel Flows Works

  • Automate Entitlement processes by ensuring one is always applied, it is paused and resumed based on case status and milestones are closed off based on agent actions

  • Ensure cases are kept in sync with channel work, so owners are updated when work is accepted, and the status is transitioned to a working state automatically

  • Associate Contacts or Leads to Voice Calls or Messaging Users automatically based on phone number

This package is designed to help you get your Service Cloud environment up and running even faster, while providing best practices and common automations that will improve your productivity and wow your customers. What does this package include? So glad you asked! It includes 11 Flows, 7 of which are record triggered flows, which are called by system events, such as records being created or updated. Some of the great automations that this package will help with, include * Ensuring a Default Entitlement is applied to every case * Automatically completing milestones and updating case status when an email reply is sent out * Transitioning cases to a working status once work is accepted in Omni-Channel * Updating the case owner field so that it matches the channel record owner * Notifying Case owners of a new email related to the case they own * Automatically associate Contacts or Leads to Voice Calls or Messaging Users based on their phone number * And many suggestions for improvements to these flows based on your business needs

Categories

Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Person Accounts
Managed Package

More from Salesforce Labs

  • Issue Box
    by Salesforce Labs
    Issue Box allows users to report issues along with critical session details. The user will add additional details about the error and, once saved, a Chatter alert will be sent to the admin.

  • Einstein Intent Assessor
    by Salesforce Labs
    This Einstein Analytics template helps you visualize the accuracy of you Einstein Language Intent Models. You can quickly identify specific labels and utterances your model is struggling to classify.
    Admin & Developer Tools

  • Procurement
    by Salesforce Labs
    Procurement for AppExchange enables companies to standardize purchase requests, streamline purchasing processes, and gather data to support requests for preferred pricing from vendors.
    Finance

  • Marketing Cloud Engagement Journeys for Salesforce
    by Salesforce Labs
    View the journey a contact, lead, case, or account is in, directly from Marketing Cloud Engagement. Give visibility to your entire company on how your customers are being contacted and make the right decision at the right time
    Marketing

  • Analytics Adoption Metadata
    by Salesforce Labs
    Analytics assets linkage Dataset metadata Row counts in datasets
    Analytics

  • Quick Add Junction Records
    by Salesforce Labs
    Users can add multiple records in one go to any Junction object with this component given that there is a junction object connecting two objects with a Master-detail relationship.
    Admin & Developer Tools

  • Recruiting Manager
    by Salesforce Labs
    Recruiting Manager for AppExchange offers a structured, consolidated way to track and manage the recruiting process, so organizations have easy access to information about openings, applicants, candidates, and hiring goals.
    Human Resources

  • Checklist Manager
    by Salesforce Labs
    Checklist manager is a lightning component which is used to show a checklist (to-do list) of action items on any object record page.
    Feeds

  • Multi-Org Security Summary
    by Salesforce Labs
    Analyze and manage security across all of your Salesforce Orgs. Multi-Org Security Summary gives you the ability to manage and support security settings across multiple environments natively on Salesforce.
    IT Management

  • Charity Commission Search
    by Salesforce Labs
    A simple flow to allow users to query the Charity Commission API and update their Account details with information found there. In addition a hyperlink on Account will then that the user to the relevant page on the Charity Commissions website.