• Service Cloud Console design using standard
Lightning components based on end users most needed data and daily workflow
• Case relationship design with other standard or custom objects: Show the 360
view of customer data to your agents
• Custom Case fields, Page Layouts and Record Types
• Case support processes: Separate service categories into distinct levels of
• Lightning Home page with Service Level reports and dashboards
• Email templates: Create customized response templates
• Automated customer Email notifications based on Case lifecycle / Agent activity
• Omnichannel design using email-to-case OR web-to-case with case assignment &
escalation workflow: Automatically route your service channels to the proper
• Lightning for Service training
• Tidewater Salesforce, LLC will customize a
Customer Relationship Management training solution for 4tell Solutions, LP using
• We will use the Tidewater Salesforce
Methodology to plan, implement, and support this solution.
•Our services will include training, data
quality guidelines, reporting, and support. These steps are outlined in the
Scope of Proposed Services.
•The end result will be a system that your
organization can use that addresses your needs and gives management the
information needed to make informed business decisions.
• The system is scalable and can be modified
• The Tidewater Salesforce team works with the
customer to build a strong foundation to grow upon.
• We identify customer needs - implementing key
items first – thus putting valuable resources in strategic areas that will
result in a rapid return on investment.
• We will perform a needs assessment, based on
our methodology, where we know what questions to ask, whom to ask and help
facilitate multiple users.
• At the end of this process we create a
blueprint for building a successful system.
Services | Business Analysis
| Data Migration |
Quick Start |
Software Apps |
SiteMap | Mobile
2013-18 by Tidewater Salesforce LLC. Salesforce, Sales Cloud, Service
Cloud, Marketing Cloud, and Chatter are trademarks of Salesforce.com, Inc.
Above are Salesforce reviews / testimonials of our firm's training program which
we offer throughout the USA, but focus on cities & states in the
Northeast like Hartford Connecticut / CT, Augusta & Portland Maine / ME, Boston
Massachusetts / MA (MASS), Portsmouth New Hampshire / NH, Burlington Vermont /
VT, Providence Rhode Island / RI, and Austin Texas, TX.