Salesforce Helpdesk Overview

Salesforce-helpdesk enhances small business customer support with powerful help desk software. Customer satisfaction is improved using Salesforce's advanced tools.

Use Cases

Customers recommend Helpdesk Management, Advertisement, Lead Analytics, as the business use cases that they have been most satisfied with while using Salesforce Helpdesk.

Other use cases:

  • Market Research
  • Forecasting
  • Contact List Management
  • Measuring Customer Satisfaction
  • Content Management
  • Contract Management
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Business Priorities

Enhance Customer Relationships is the most popular business priority that customers and associates have achieved using Salesforce Helpdesk.

Other priorities:

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Salesforce Helpdesk Use-Cases and Business Priorities: Customer Satisfaction Data

Salesforce Helpdesk works with different mediums / channels such as E-Mail. Phone Calls. Chat etc.

Salesforce Helpdesk, 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.

Comprehensive Insights on Salesforce Helpdesk Use Cases

How can Salesforce Helpdesk optimize your Helpdesk Management Workflow?

Case Studies

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.

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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.

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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.

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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.

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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.

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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.

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Salesforce Helpdesk Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
AI Powered

3.29/5 ★

Read Reviews (1)
Analytics

3.63/5 ★

Read Reviews (2)
Custom Reports

3.63/5 ★

Read Reviews (2)
CAPABILITIES RATINGS AND REVIEWS
AI Powered

3.29/5 ★

Read Reviews (1)
Analytics

3.63/5 ★

Read Reviews (2)
Custom Reports

3.63/5 ★

Read Reviews (2)

Software Failure Risk Guidance

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for Salesforce Helpdesk

Top Failure Risks for Salesforce Helpdesk

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.

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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.

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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.

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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.

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Salesforce, Inc. Profile

Company Name

Salesforce, Inc.

Company Website

https://www.salesforce.com/in/

Year Founded

1999

HQ Location

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

Employees

10001+

Social

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Financials

IPO