Salesforce Customer Self-Service Overview

Salesforce-customer-self-service enables customers to find answers independently, reducing support cases and costs. Community management tools also empower users to help each other.

Use Cases

Customers recommend Engagement Management, Advertisement, Helpdesk Management, as the business use cases that they have been most satisfied with while using Salesforce Customer Self-Service.

Other use cases:

  • Community Building
  • Contact List Management
  • Tracking & Monitoring Communications
  • Workflow Management
  • Knowledge Management
  • Sending & Publishing Communications
  • Market Research
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Business Priorities

Enhance Customer Relationships and Acquire Customers are the most popular business priorities that customers and associates have achieved using Salesforce Customer Self-Service.

Other priorities:

  • Build Brand Awareness
  • Enter New Markets Internationally Or Locally
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Salesforce Customer Self-Service Use-Cases and Business Priorities: Customer Satisfaction Data

Salesforce Customer Self-Service works with different mediums / channels such as Website. Offline. On Premises etc.

Salesforce Customer Self-Service's features include Personalization, and Templates. and Salesforce Customer Self-Service support capabilities include Phone Support, Email Support, 24/7 Support, etc. also Salesforce Customer Self-Service analytics capabilities include Custom Reports, and Analytics.

Reviews

"...It also allows customers to interact with SF agents b/c it is integrated with service cloud so they can start a chat for instance to get status on a service...." Peer review by Administrator

Salesforce Customer Self-Service, Crowded Community, etc., all belong to a category of solutions that help Help Desk. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Popular Business Setting

for Salesforce Customer Self-Service

Top Industries

  • Information Technology and Services
  • Computer Software
  • Entertainment

Popular in

  • Mid Market
  • Small Business
  • Enterprise

Salesforce Customer Self-Service is popular in Information Technology And Services, Computer Software, and Entertainment and is widely used by Mid Market, Small Business, and Enterprise.

Comprehensive Insights on Salesforce Customer Self-Service Use Cases

What benefits does Salesforce Customer Self-Service offer for Engagement Management?

How can Salesforce Customer Self-Service optimize your Helpdesk Management Workflow?

How efficiently Does Salesforce Customer Self-Service manage your Community Building?

How can Salesforce Customer Self-Service optimize your Contact List Management Workflow?

13+ more Business Use Cases

11 buyers and buying teams have used Cuspera to assess how well Salesforce Customer Self-Service solved their Help Desk needs. Cuspera uses 304 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Help Desk needs.

Case Studies

Financial Services

CASE STUDY Nexo

Agentforce helped Nexo improve crypto customer support. Nexo needed to keep up with fast changes in the crypto industry. Agentforce provided tools for better support. Nexo redefined how they help cus...tomers. The solution made support faster and more reliable.

Financial Services

CASE STUDY RBC Wealth Management

Salesforce helped RBC Wealth Management bring 26 systems into one CRM platform. Advisors now have a single view of each client. Onboarding time dropped from weeks to just 24 minutes. The new digital ...experience gives clients full account visibility. Maintenance costs fell by 50%. The platform uses low-code automation and APIs to speed up innovation.

Food & Beverages

CASE STUDY Uber Eats

Uber Eats used Service Cloud, MuleSoft, Tableau, and Sales Cloud to automate workflows and unify data from 30+ global systems. Agents now see all customer and merchant data in one place, saving time ...and reducing manual steps. This automation helps resolve merchant disputes and refund cases much faster. Einstein predicts case priorities, cutting triage times. Uber Eats improved agent efficiency and can now support 25 million restaurateurs and their customers worldwide.

Consumer Electronics

CASE STUDY Panasonic

Panasonic used Salesforce AI to improve its service operations. The company wanted to make service faster and more efficient. They used assistive and autonomous AI tools from Salesforce. This helped ...Panasonic transform how they deliver service. The result was better support for their customers.

Financial Services

CASE STUDY Prudential

Agentforce helps Prudential's retirement sales team connect better with customers and advisors. The team uses Agentforce to focus on building relationships. This leads to improved customer engagement.... The solution supports sales efforts in the financial services industry. Prudential benefits from streamlined sales processes.

CASE STUDY Zota

Zota invested in digital labor. This led to 30% year-over-year growth. The company used digital tools to improve results. The focus was on using technology to drive business success. The investment p...aid off with strong growth numbers.

lightning

Peers used Salesforce Customer Self-Service for engagement management and advertisement

Salesforce Customer Self-Service Competitors

Salesforce Customer Self-Service Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
Custom Reports

4.28/5

Read Reviews (30)
Analytics

2.55/5

Read Reviews (5)
CAPABILITIES RATINGS AND REVIEWS
Custom Reports

4.28/5

Read Reviews (30)
Analytics

2.55/5

Read Reviews (5)

Software Failure Risk Guidance

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for Salesforce Customer Self-Service

Overall Risk Meter

Low Medium High

Top Failure Risks for Salesforce Customer Self-Service

Salesforce, Inc. News

Partnership

Salesforce Partners with Polygon for NFT-Based Loyalty Program

Salesforce has partnered with Polygon to launch an NFT-based loyalty program. This collaboration will enable Salesforce customers to use its management platform to create and manage NFT loyalty initiatives on Polygon's blockchain. The partnership highlights Salesforce's integration with Ethereum and Polygon for its customer base.

Product

Salesforce Named a Leader in the 2025 IDC MarketScape on Low-Code & No-Code ...

Similarweb has launched the GenAI Intelligence Toolkit, a new product designed to track brand performance and traffic across AI platforms like ChatGPT and CoPilot. This toolkit helps businesses understand AI-generated traffic's impact on digital marketing, offering insights into brand visibility and top-cited sources in AI responses. In June, AI platforms generated over 1.1 billion referral visits, highlighting the toolkit's relevance in the evolving digital landscape.

Product

Veeam Data Cloud for Salesforce: Protecting Your Business-Critical SaaS Data

Veeam Software has launched Veeam Data Cloud for Salesforce, a new SaaS offering designed to enhance data resilience for Salesforce environments. This platform provides automated backup policies, surgical recovery options, and regulatory compliance support, all within a security-first architecture. It aims to unify SaaS data protection strategies, offering predictable costs and operational flexibility, addressing the critical need for robust Salesforce data protection.

Product

Agentforce boosts Salesforce partner support, handling over 19,000 requests since inception

Salesforce has launched Agentforce for Partner Community, an AI agent designed to enhance partner support by providing 24/7 conversational assistance. Since its launch in March 2025, it has handled over 19,000 requests and engages 120,000 monthly users. This tool aims to streamline partner interactions, improve efficiency, and support AI adoption, reflecting Salesforce's commitment to leveraging AI for partner success.

Salesforce, Inc. Profile

Company Name

Salesforce, Inc.

Year Founded

1999

HQ Location

415 Mission Street, 3rd Floor, San Francisco, CA 94105, United States

Employees

10001+

Social

Financials

IPO