Service Setup Assistant: Go from Zero to Console in Minutes

Get started with Service Cloud faster than ever. The out-of-the-box setup assistant does the heavy lifting—link your support email and add your team members. This process sets up everything you need to start resolving cases the same day: the Lightning Service Console App, custom profiles, Email to Case, queues, and the case Lightning record page. We also add prebuilt Quick Text, macros, and Lightning Flows to streamline your workflow.

Where: This change applies to Lightning Experience in Enterprise, Performance, Unlimited, Professional, and Developer editions.

Who: Service Setup Assistant is available to Salesforce orgs with Service Cloud licenses.

How: To get started with Service, click Service Setup Assistant from the Setup menu.

Build a service app in minutes with Service Setup Assistant.