Salesforce Service Optimization: Core Services Offerings

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⚙️ Service Cloud Optimization

Data cleanup & integrity for Account, Contact, and Case objects
Channel configuration (email, phone, web, AI agent)
Omni-Channel strategy and routing simplification
Streamlined page layouts and app design
Unified communication strategies (Chatter, Email, custom objects)

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🌐 Experience Cloud Services

Full implementation and rollout of branded support sites
Knowledge base setup and access strategy
Member forums and community engagement features
Secure case management and escalation workflows
Access control and data category visibility design

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🔁 Flow Design & Automation

Case lifecycle automation (e.g., “Bump Bump Solve!”)
Custom record-triggered and screen flows

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📊 Measurement & Success

Report and dashboard strategy to measure agent effectiveness and deflection
Consultations on KPIs for service teams