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Practice Exercises
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Introduction to Contact Center 4 min
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Getting Started With Salesforce Agent – Classic in Lightning 8 min
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Handling Inbound Phone Calls 12 min
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Handling Outbound Phone Calls 11 min
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Handling Voicemails 3 min
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Handling Emails 3 min
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Handling Chats 3 min
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Knowledge Check 3 min
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Interactive Quick Guide
- Training Satisfaction Survey
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Training Satisfaction Survey
Salesforce Classic & Lightning
Use this Salesforce agent to answer calls, make calls, and handle emails, chats, or social apps.
The Salesforce agent in Lightning & Classic allows you to interact with contacts without leaving the Salesforce platform.
After completing this course, you'll be able to:
- Locate and navigate the agent interface
- Answer incoming calls
- Make manual outbound calls
- Handle voice and digital interactions