Zach Wermich
Articles
Salesforce Integration Overview
With our Salesforce integration, you can sync customer data between your CRM and Support Cloud to improve agent context and reporting. 🧩
🔑 Key Benefits
View Salesforce contact and account info ...
Connecting Slack to Support Cloud
Slack is one of the most popular internal collaboration tools, and Support Cloud offers a native integration to help your teams stay aligned in real time. 🔗
⚙️ What the Integration Does
Send ti...
Managing Messaging and Live Chat
Support Cloud’s messaging tools help you connect with customers in real time across multiple channels including your website, mobile app, and social platforms. 💬
📲 Supported Channels
Website wi...
Using Automations and Triggers
Automations and triggers in Support Cloud allow you to build workflows that run based on time or ticket conditions. This reduces manual work and ensures SLAs are met. ⚙️
🔁 Triggers
Triggers run im...
Creating and Responding to Tickets
Tickets are the foundation of Support Cloud's communication hub. Whether from email, live chat, or web forms, tickets capture all customer inquiries in one place. 🎟️
📥 Creating Tickets
Tickets can...
Setting Up Security and Permissions
Support Cloud includes advanced security settings for admins to control access, data visibility, and authentication. 🔐
🔑 Authentication Settings
Enable 2FA under Admin > Security
Require stro...
Updating Your Billing Information
Billing and subscription management in Support Cloud is handled via your admin portal. You can view invoices, update payment methods, and change plans at any time. 💳
🔄 Updating Payment Method
G...
Managing Users and Roles
Support Cloud allows you to manage users and roles across your organization to ensure secure, efficient workflows. With role-based permissions and visibility controls, you can give the right access...
Platform Overview
Support Cloud is a full-service customer experience platform. From handling incoming support tickets to generating advanced analytics reports, our tools help you scale support operations across you...
Creating Your Account
Welcome to Support Cloud! Before diving into the platform, you’ll need to create your account. This process takes less than 5 minutes and gets you full access to our trial experience. 🛠️
📝 How to ...
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