Expert for Salesforce
CXone Expert for Salesforce is a set of integrations that allow you to extend your knowledge where your customers and agents need it most in Community Cloud or Service Cloud.
Expert for Salesforce pertains only to Salesforce instances. Instructions to create and configure this package do not apply to other CRMs or ticketing systems.
Why should you use Expert for Salesforce?
Provide a single source of truth that solves your customers’ problems with extended knowledge across multiple channels.
- Lower customer effort: The Search function serves Expert content where customers are likely to need it.
- Improve case deflection: Proactively provide customers with solutions before they submit a ticket.
- Improve time to resolution: Give support agents access to knowledge so they can spend less time troubleshooting.
- Salesforce Community Cloud Integration
- Empower your customers to self-serve by extending your Expert knowledge into Salesforce Community Cloud.
- Salesforce Service Cloud Integration
- Empower your agents to solve cases faster with access to Expert knowledge and customer insights within Salesforce Service Cloud.