Salesforce Service Cloud Initial Setup
The Salesforce setup was hassle-free. The only thing you need to do is to ensure that you implement this with the official AD ID.
View full review »I rate the solution's initial setup process a nine out of ten because it is easy. It took six months to implement the solution. Separately, preparation and deployment take two and six months, but when done in parallel, it takes six months. The deployment process first requires us to migrate your data from the current system to another system. Then, we need to create the structures of the objects and the design models within Salesforce. We need to prepare the data by mapping the data fields from the old system to the new system, and then we prepare the modules. We do the master setup within Salesforce. Then, we migrate all data into the new system from the old system as phase one. After migration, we create the validations and rules for the data for the business operations. Then, we move this entire chain set to the production environment, which is available for the users who proceed with training.
View full review »The initial setup is very easy.
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Salesforce Service Cloud
March 2024
Learn what your peers think about Salesforce Service Cloud. Get advice and tips from experienced pros sharing their opinions. Updated: March 2024.
768,246 professionals have used our research since 2012.
I rate the ease of implementation a six and a half out of ten. We had to integrate it with a lot of other products. We had to build some custom APIs. They were not available out of the box.
View full review »There's no installation required as everything is on the cloud. Salesforce has been a cloud-based company since 1999.
It's just complex when you're trying to customize it. However, for the end-users, it remains user-friendly. Customization processes and internal aspects have become more intricate. So, it's challenging for those involved in customization but not for the end-users.
It is difficult to implement it. It requires a certain learning curve to implement it.
View full review »SD
Srini-Dhanaraj
Founder & CEO at imfine.club
The initial setup is straightforward.
View full review »Salesforce Service Cloud’s initial setup is straightforward.
View full review »JN
reviewer2250960
Company Owner at a consultancy with self employed
It's a cloud tool, so it is easy to set up.
Moreover, if you have a tool that requires some data load maintenance is required. Generally, Salesforce is very easy to work with.
TC
reviewer2292267
Key Account Manager - Cloud Technology at a tech vendor with 501-1,000 employees
I rate Salesforce Service Cloud an eight out of ten for the ease of its initial setup.
View full review »With the help of Salesforce Professional Services, our design, development, training and deployment took six months from the decision to implement to a final training day across nine cities worldwide. Salesforce has a very effective methodology for this process and is willing to help as much or as little as needed.
View full review »As a SaaS product, Service Cloud is very easy to set up by someone with Salesforce administration skills. There are some features and functionality that are unique to Service Cloud, so it's best to have a certified ServiceCloud Consultant
View full review »Companies already using Salesforce for other CRM functions will find Service Cloud implementation to be straightforward. If a company is migrating to Service Cloud from an on-premise solution like Siebel or SAPCRM, the biggest change is getting adjusted to life with a cloud platform.
The support model needed is different with Service Cloud. There are no servers to maintain or patch, but there must be a plan in place to evaluate and prepare for the three yearly upgrades and to prepare users to take advantage of new features as they are released.
View full review »LC
reviewer2235444
Sales Consultant at a tech services company with 1-10 employees
The initial setup was difficult and it took almost three months. Subsequently, after the implementation, we had all the processes in place. The standardization of the processes took around six months due to data standardization efforts. From the initiation of process customization, it took us approximately nine months to complete.
There were two individuals involved in the implementation process. One person was responsible for technical implementation, while the other two individuals focused on working within the processes.
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We had no issues with the initial setup.
View full review »This question will vary vastly from organization to organization. It it easy to get setup with Salesforce; however, with its malleability, setups can be incredibly complex.
View full review »It is what you make it. I have implemented it with a simple configuration without many rules around who can do what in what status and when people should be notified of happenings.
I have implemented it with more complex business rules that required a bit more configuration. The product is set up to allow for both as well as scalability from a simple to complex set up as the organization needs it to grow.
View full review »It's straightforward, with supporting documents, customer care, and tech support available if you meet any issues.
View full review »We kept the initial setup simple and straightforward. Then we continuously improve it because the product is new for our everyday customers.
View full review »Pretty easy. You can just sign up and start with their out of the box CRM solution right away.
View full review »The initial setup was moderately complex. It requires strong consultant skills to design how you want to process cases.
View full review »No, nothing complex about the initial setup. I registered the account, and started using it.
View full review »Data migration was an issue since it required extensive data mapping and business rule changes.
View full review »I would say that for a beginning administrator it could seem somewhat complex, but there are a lot of resources to help you with initial setup, like the implementation guide and the Service Cloud workbook. Of course everything about every feature in Salesforce is described in great detail on their help and training portal.
For a more experienced administrator, it’s pretty straightforward, although working with custom components can seem overwhelming. You’ll need some programmatic knowledge to get the look and feel just the way you want. Certainly now you’ll need the Lightning Design System to make you Visualforce Components look like native components in the console.
But, hey, that’s why we love working with Salesforce I guess. It would get a bit boring for an administrator if you already knew everything and had nothing new to learn, isn’t it? ;-)
With Salesforce you never stop learning. There is always some new feature or functionality that provides a solution to your use case that you didn’t know about.
Setup was straightforward from a data standpoint since we were already using Salesforce Sales Cloud and, therefore, customers and products were already loaded into Salesforce. The main focus of this project was to define new service management processes and configure Salesforce to match the processes.
View full review »I did not participate in the initial setup.
View full review »It's always easy.
View full review »It's straightforward. For a small- to medium-sized business, the system can usually be set up with no custom development. Enterprise organisations will usually require some code to be written along with data migration and data integration.
However, when I migrated my team from BMC Remedy to Salesforce, I did so with no previous training and was able to customize the system to my requirements using the declarative interface. I migrated the data myself using the salesforce Apex Data Loader, which is available for free.
View full review »The complexity of the setup was in-between. There was some complexity.
View full review »The initial setup was straightforward as we were able to set this up in a matter of days.
View full review »The initial set up can be a non-event. However, most businesses would need complex customizations.
It depends. If the business role, process, security rule are already there and quite complex, or volume of data need to be migrated are quite high, it will be complex. Lots of things need to be considered.
Initial set up was done using Standard features and hence it was very simple.
View full review »Buyer's Guide
Salesforce Service Cloud
March 2024
Learn what your peers think about Salesforce Service Cloud. Get advice and tips from experienced pros sharing their opinions. Updated: March 2024.
768,246 professionals have used our research since 2012.