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Desk to Service Cloud

Lighting a path from Desk to Service Cloud

Implementing Service Cloud Lightning

How to Update the Values in the Status Field

Service Cloud allows for you to customize the Status field. You can add more Status Levels, or Remove them. This is feature was a long time request in Desk, which doesn't allow for these edits to be m...

How to Update the Priorities field in Service Cloud

Service Cloud allows for you to customize the Priority field. You can add or remove Priorities levels. This feature was a long time request in Desk, which didn't allow for these edits to be made to th...

How to Add a Custom Field to the Case Layout

In Desk you can add your Custom Fields to the Case Layout by going into Admin > Cases > Cases → Case Layout. You can also do this in Service Cloud by editing the Case Page Layout. Here's how yo...

How to Add a Custom Field to the Account Layout

In Desk you can add your Custom Fields to the Company Layout by going into Admin > Cases > Companies → Company Layout. In Service Cloud Companies are referred to as Accounts and you can edit the...

How to Add a Custom Field to the Contact Layout

In Desk you can add your Custom Fields to the Customer Layout by going into Admin > Cases > Customers → Company Layout. In Service Cloud Customers are referred to as Contacts and you can edit th...

How to Add a Custom Field to the Knowledge Layout

In Desk you couldn't add a Custom Field to your Articles, but in Service Cloud you can. This is a nice feature for creating information rich Knowledge Articles with a defined input for your data. Her...

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