Enable Collaboration with Swarming

Swarming gives support reps the tools to involve other experts and seamlessly log collaboration, participation, and ownership, without tiers getting in the way. To get the most out of Swarming for your business, explore whether your teams prefer to collaborate in Salesforce, Slack, or both.

Swarming banner

Bring Collective Expertise to Customers Faster

Start

Get Oriented

Trailhead Trailhead: Service Cloud for Slack

360 Blog: What Is Service Swarming?

360 Blog: How Collaborative Customer Service Improves Customer Experience and Accelerates Agent Productivity

Consortium for Service Innovation: Intelligent Swarming

Video Video: Service: Core Service: Swarming

Help documentation Limitations and Considerations for Swarming

Build

Learn About Swarming in Lightning Experience

Help documentation Swarm in Lightning Experience

End

Learn About Swarming in Slack

Help documentation Start a Swarm in Slack

Empower Support Reps to Rapidly Solve Issues in Lightning Experience

Start

Set Up Swarming

Help documentation Turn On Swarming

Help documentation Set Up Swarming User Permissions

Help documentation Configure Swarming Flows

Help documentation Set Up Your Service Console for Swarming

Build

Route Swarms to the Right People

Help documentation Set Up Expert Finder for Swarming

Integrate

Take Action from Lightning Experience

Help documentation Swarm in Lightning Experience

Help documentation Add Members to a Swarm in Lightning Experience

Help documentation Close a Swarm in Lightning Experience

Help documentation Reopen a Swarm in Lightning Experience

Person

Bring Collaboration to Lightning Experience (Optional)

Help documentation Set Up a Collaboration Tool for Swarming

Help documentation Set Up Slack

Help documentation Set Up the Slack Conversations Component

Help documentation Considerations for the Slack Conversations Component

End

Drive Collaboration with Swarming Insights

Help documentation Create a Swarm Report

 
Drive Efficiency with Streamlined Collaboration in Slack

Start

Set Up Swarming

Trailhead Trailhead: Service Cloud for Slack

360 Blog: What Is Service Swarming?

360 Blog: How Collaborative Customer Service Improves Customer Experience and Accelerates Agent Productivity

Consortium for Service Innovation: Intelligent Swarming

Video Video: Service: Core Service: Swarming

Limitations and Considerations for Swarming

Build

Set Up Slack for Swarming

Help documentation Swarm in Lightning Experience

End

Take Action in Slack

Help documentation Start a Swarm in Slack

  • Set Up Swarming
    Get rid of tiered support and start swarming in just a few steps. You can choose to keep swarm collaboration on the Salesforce record, or swarm with Slack.
  • Use Swarming in Lightning Experience
    Start a swarm from a Salesforce record, add experts to the swarm, choose where you want to collaborate, and more.
  • Manage Swarming
    As users swarm on customer issues, measure engagement with Swarming dashboards and reports, manage your settings, and stay on top of Swarming limitations.