Solution Engineering95 tasks
Design Service Cloud Solutions
Users get Service Cloud and Agentforce service designs they can act on: case management, intake and routing, surveys and chatbots. The work usually arrives as a review of what the org already has and a phased plan. Some tasks also build parts of the design in the org.
Method
How MeshMesh does it
- Reviews reference material from earlier sessions and researches Service Cloud documentation.
- Writes a report of recommendations grouped into implementation phases, covering macros, the utility bar, layout, Knowledge, next best action, Quick Actions and console-only enforcement.
- Builds service pieces in the org, such as entitlement processes, SLA milestones, a case path and Knowledge components.
- Works out what a feature actually needs, for example finding that a Work Guide needs a Flow Orchestration with interactive steps, then activating the definition to get the Work Guide tab working.
- Plans the remaining flows and orchestration, refining the plan to reuse an existing Apex action.
- On larger demo builds, works across Service Cloud, Field Service, a React portal, Agentforce and Revenue Cloud quoting, adds a demo reset script, a dashboard and slides, and works around deployment, permission and license limits.
Related work is collected under the Solution Engineering overview.
Products
Products and features it works with
Bars show how many of this capability's tasks touched each product.