Salesforce IT Service Cloud Features
Incident Management (6)
Automate Ticket Routing
Routes tickets automatically to the appropriate user.
Ticket Prioritization
Prioritizes tickets based on factors configured by the user.
Ticket Notifications
Notifies the IT team when a ticket needs action.
Knowledge Base
Provides a forum for answers to common questions.
Knowledge Base/Ticket Integration
Integrates knowledge base articles into a ticket.
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Reporting (4)
Dashboards
Displays important metrics relating to performance.
Time Tracking
Tracks time worked on a ticket.
Surveys
Provides surveys to measure employee satisfaction.
Activity Tracking
Track and document all activities across devices, networks, and other systems
Access & Usability (5)
Mobile
Enables access to service desk features via mobile device.
Self Service
Enables employees to view the status of their tickets.
Active Directory
Provides a directory of all users within an organization.
Multi-Channel Access
Enables access to service desk features through multiple channels such as email, phone, or the portal.
Mobile Access
Access software remotely via mobile devices
Automation - AI IT Agents (2)
Document Processing
Allows users to automate the handling, processing, and management of documents.
Feedback Collection
Provides users the ability to automate the collection and analysis of feedback from customers, employees, or other stakeholders.
Autonomy - AI IT Agents (4)
Adaptive Responses
Allows the AI agent to learn from interactions and adapt its responses accordingly.
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Task Execution
Provides the AI agent the ability to execute tasks without requiring constant user input.
Independent Decision Making
Provides an AI agent that is able to make decisioning independently.
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Problem Solving
Allows the AI agent to identify and resolve issues without user intervention.
IT Ticket Management - AI IT Agents (5)
Ticket Status Updates
Provides users with automated updates on ticket progress and resolution timelines.
SLA Monitoring
Enables the AI agent to track service level agreements and ensure timely ticket resolution.
Ticket Categorization
Enables the AI agent to classify and prioritize tickets based on issue type and urgency.
Ticket Assignment
Allows the AI agent to route tickets to the appropriate team or individual for resolution.
Automated Ticket Creation
Allows the AI agent to automatically generate tickets from user inquiries or issues.
IT Support Automation - AI IT Agents (5)
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Knowledge Base Utilization
Enables the AI agent to retrieve and apply solutions from an IT knowledge base.
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Workflow Automation
Enables the AI agent to automate repetitive IT tasks, such as password resets or software installations.
Real-Time Troubleshooting
Allows the AI agent to diagnose and resolve IT issues without human intervention.
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User Self-Service Assistance
Provides users with instant, automated guidance to resolve common IT problems.
Proactive Issue Detection
Allows the AI agent to identify and address potential IT issues before they escalate.
Agentic AI - Service Desk (8)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Additional Functionality (121)
Project Management
Plan and coordinate all the resources, costs and time needed to execute assignments
Procurement Management
Organize and manage all processes/procedures involved in purchasing goods and/or services
CMDB
Configuration Management Database
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
IT Risk Management
Manage risks related to IT systems
Service Catalog
Database containing accurate and up-to-date information on all operational services
Inventory Management
Track and manage inventory levels to maintain proper supply
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Chat/Messaging
Communicate using direct chat or messages within the system
Change Management
Track and monitor efficient handling of all changes/transitions
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Task Management
Create, manage and track all task activities and progression
Email Templates
Pre-made examples and templates for emails
Benchmarking
Compare key metrics for the business against prominent players in the industry
Localization Automation
Adapt content to display differently based on viewer location
Real-Time Reporting
Active reporting of data and metrics
Customer Support
Provide online support for your customers through live chat or help desk functionality
Scheduled/Automated Reports
Set a time to generate routine reports automatically
Alerts/Escalation
System alerts about the need to escalate an issue or request
Release & Deployment
Planning, coordinating, and executing the deployment of software or system changes into a live or production environment
Email Management
Manage, store and organize emails within the system or via third-party apps
Contract/License Management
Track, store, and access client contracts or licenses
Workflow Management
Create, design and manage workflows for repetitive tasks
Problem Management
Identify and solve underlying cause of incident(s), and prevent future incidents from occurring
Analytics
Tools for the systematic analysis of various types of data or statistics
Service Level Agreement (SLA) Management
Set and monitor service level agreements to ensure timely response and resolution
Configuration Management
Identify component attributes like servers, hardware, software, and manage relationships across all services
API
Application programming interface that allows for integration with other systems/databases
IT Asset Management
Managing inventories and tracking changes to hardware and software configurations
Remote Access/Control
Access work applications remotely, for when working away from the office and/or traveling
Live Chat
Ability to chat online in real time
Customizable Reports
Alter the layout and content of reports
Incident Management
Manage and track all disruptions and incidents
Asset Lifecycle Management
Manage assets throughout their lifecycle to optimize profit
Support Ticket Management
Allow customers/users to submit support queries and service requests
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Customizable Branding
Add customized logos and colors to align with company branding
Widgets
An extended application or connector that enables users to perform additional services with their current set of tools
Impact Management
Analysis of impact/effect on IT services and other business processes
Customizable Forms
Customize contracts and forms to collect specific information
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
License Management
Track and organize the number of licenses available to the organization
Scheduled/Automated Reports
Set a time to generate routine reports automatically
Task Management
Create, manage and track all task activities and progression
Request Assignment
Help Desk Management
Managing service requests, incidents, IT issues & support with a ticketing system
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
SSL Security
Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
IT Asset Tracking
Monitor the movement of one or more IT assets throughout the organization
Knowledge Base Management
Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Support Ticket Management
Allow customers/users to submit support queries and service requests
Single Sign On
Allow users to access multiple services after entering their login credentials once
Data Mapping
Track the management and flow of data throughout the organization
Client Portal
Private online space that lets businesses securely share documents and provide information access to clients
Service Level Agreement (SLA) Management
Set and monitor service level agreements to ensure timely response and resolution
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Incident Management
Manage and track all disruptions and incidents
Alerts/Escalation
System alerts about the need to escalate an issue or request
Prioritization
Arrange tasks based on the level of priority or urgency
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Performance Monitoring
Monitoring and measurement of relevant metrics to assess the performance of IT resources
Email Management
Manage, store and organize emails within the system or via third-party apps
Active Directory Integration
Integrates with Active Directory
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Asset Lifecycle Management
Manage assets throughout their lifecycle to optimize profit
Inventory Management
Track and manage inventory levels to maintain proper supply
Data Import/Export
Import and export data to and from software applications
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Activity Tracking
Track and document all activities across devices, networks, and other systems
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Workflow Management
Create, design and manage workflows for repetitive tasks
Configuration Management
Identify component attributes like servers, hardware, software, and manage relationships across all services
Problem Management
Identify and solve underlying cause of incident(s), and prevent future incidents from occurring
Configurable Workflow
Configure existing workflows to meet your organization's needs
IT Asset Management
Managing inventories and tracking changes to hardware and software configurations
API
Application programming interface that allows for integration with other systems/databases
Data Visualization
Graphical representation of data
Change Management
Track and monitor efficient handling of all changes/transitions
Device Auto Discovery
Automatically scan the network for devices and take pre-defined actions upon discovery
Customizable Reports
Alter the layout and content of reports
Contract/License Management
Track, store, and access client contracts or licenses
Relationship Mapping
Creating relationships between different IT assets to define their status and dependencies in a network
Customizable Fields
Customize data fields to support various needs and use cases
Support Ticket Tracking
Track the status of support tickets/escalations as they move through the service queue
Vulnerability Scanning
Discover patch statuses and vulnerabilities
Data Aggregation and Publishing
Assemble data from multiple sources
Cost Tracking
Process to track, record, and analyze expenses that occurred over the entire duration of a given project
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Lifecycle Management
Manage the end-to-end lifecycle, from initial setup/development to deployment and maintenance
Historical Reporting
Information, data and reports that are being tracked over time
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
Configuration Automation
Facilitate the ongoing and automatic deployment of settings or systems.
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
File Management
Create, save, and store files
Status Tracking
Track the status over time for a request, process, asset, or transaction
Patch Management
Install software updates and bug fixes remotely
Document Management
Store, manage, and track all electronic documents in a centralized location
Real-Time Reporting
Active reporting of data and metrics
Real-Time Monitoring
Active monitoring of systems, applications, or networks
Version Control
Track revisions and updates made to files and navigate between different versions
Task Progress Tracking
Track the status and progress of tasks
IT Cost Management
Archiving & Retention
Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes
Scheduling
Plan availability and assign specific time slots for tasks and resources
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Policy Management
Create, manage, and track policies and procedures within an organization
Real-Time Analytics
Analyze and gain insights into data in real-time
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Rules-Based Workflow
Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Business Process Automation
Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes
Sarbanes-Oxley Compliance
Regulations on a company's internal process when dealing with financial reporting
Task Scheduling
Track and manage the scheduling of tasks
Feedback Management (1)
Feedback Management
Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
Proactive Error Detection (1)
Proactive Error Detection
Proactively detect errors or bugs, delivering actionable and team-oriented suggestions for remediation
Alerts/Notifications (1)
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Document Management (1)
Document Management
Store, manage, and track all electronic documents in a centralized location
Self Service Portal (1)
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Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Autonomous Task Execution (1)
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Autonomous Task Execution
Completes tasks independently without constant human intervention
Reporting/Analytics (1)
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Security & Compliance (1)
Security & Compliance
Maintain security, compliance, and data privacy protocols for all interactions
Natural Language Processing (1)
Natural Language Processing
Process and analyze human language in text or audio form
Integration into Third Party Applications (1)
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Integration into Third Party Applications
Embed/link applications into third party software so it can be accessed within a third party system
AI Agent Configuration (1)
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AI Agent Configuration
Define and manage the persona, response style, and functional scope of AI agents to suit different use cases and business processes.
Adaptive Learning (1)
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Adaptive Learning
Intuitive interface and user-friendly design which seamlessly integrate with existing workflows
IT Incident Management (1)
IT Incident Management
Manage incidents related to outages or breaches in functionality of IT systems
Automated Routing (1)
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Automated Routing
Tickets are automatically assigned to specific agents based on predefined rules
Service Level Agreement (SLA) Management (1)
Service Level Agreement (SLA) Management
Set and monitor service level agreements to ensure timely response and resolution
Knowledge Base Integration (1)
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Knowledge Base Integration
Connect to organizational knowledge repositories and databases
Support Ticket Management (1)
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Support Ticket Management
Allow customers/users to submit support queries and service requests
Workflow Automation (1)
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Workflow Automation
Streamlining repetitive tasks and activities through automated and predefined workflows