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  1. Skills
  2. Customer Success and Support

Learn Customer Success and Support

Keep customers successful, from onboarding to support and renewal.

3 skills · 6 badges · 1 superbadge

You’ve completed
0of 3
Superbadge: Agentforce Service completes Technical Support and Customer Service.
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Skills in Customer Success and Support

  • Not completed

    Account Management

    Use CRM platforms to manage accounts, track interactions, and deepen customer relationships at scale.

    Growing demand

    Learn It
  • Not completed

    Customer Success Management

    Build lasting relationships that help customers achieve their goals — from onboarding to expansion and advocacy.

    Growing demand

    Learn It
  • Not completed

    Technical Support and Customer Service

    Resolve customer issues with speed, empathy, and accuracy — across every channel and touchpoint.

    Growing demand

    Learn It

Start here

The best first step in Customer Success and Support.

Trail

Get Started with Agentforce Sales

Use Agentforce Sales features and tools to achieve your business goals.

Beginner · 45 mins · 3 badges

Continue This Trail
How Trailhead content is sized

Journeys are the longest and hold up to three trails. Trails hold badges and superbadges. Superbadges are hands-on and more intense than badges.

Trails and Trailhead Journeys

Trailhead JourneySlackBring service and sales into the flow of work in Slack. Learn how teams swarm cases, run approvals, and keep customers moving without leaving the conversation.Beginner · 2 hrs 20 mins · 2 trailsTrailhead JourneyServiceStart your service journey. Learn how service teams resolve cases with Slack and Service Cloud, then put agents to work alongside them.Beginner · 1 hr 35 mins · 1 trailTrailAgentforce Service for SlackImprove customer service using Agentforce Service and SlackBeginner · 1 hr 35 mins · 3 badges

Badges

Most completed first.

BadgeAgentforce Sales BasicsGrow your business, boost productivity, and make smart decisions with Agentforce Sales.Beginner · 15 minsBadgeAgentforce Service BasicsUnify the work of human and AI agents to deliver intelligent, omni-channel service.Beginner · 15 minsBadgeSales WorkspaceBoost sales productivity with insights and recommendations in Sales Workspace.Beginner · 15 minsBadgeCustomer Success for SalesWork efficiently with customer success teams to ensure customer satisfaction.Beginner · 20 minsBadgeSlack for ServiceResolve cases faster and delight customers with Slack.Beginner · 20 minsBadgeImproved Service with Agentforce Commerce and Agentforce Service IntegrationDiscover the benefits of unifying Agentforce Service and Agentforce Commerce.Intermediate · 20 mins

Superbadges

SuperbadgeSuperbadge: Agentforce ServiceCustomize an Agentforce Service Agent to handle customer inquiries and bookings.Advanced · 2 hrs

Products where you'll use it

ServiceResolve cases faster across every channel with a connected console.SalesClose more deals with pipeline, forecasting, and productivity tools.SlackRun work, automation, and approvals where your team already talks.

Roles that need it

Service Agent and SupervisorResolve customer issues and keep every channel running smoothly.Sales Rep and ManagerBuild pipeline, work deals, and coach the team to quota.
Browse All Customer Success and Support Content11 items

Frequently asked questions

Keep customers successful, from onboarding to support and renewal.

Customer Success and Support has 3 skills: Account Management, Customer Success Management, and Technical Support and Customer Service.

Start with Get Started with Agentforce Sales, a trail that teaches Customer Success and Support.