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Getting Started Getting Started category for Support Cloud.
General
Account Management Account Management category for Support Cloud.
Product Features Product Features category for Support Cloud.
Integrations Integrations category for Support Cloud.
Dashboards & Reporting Dashboards & Reporting category for Support Cloud.
Troubleshooting & FAQs Troubleshooting & FAQs category for Support Cloud.
Product Updates Product Updates category for Support Cloud.
Data & Compliance Data & Compliance category for Support Cloud.
Developer Tools Developer Tools category for Support Cloud.

Getting Started

Getting Started category for Support Cloud.

Account Setup

Account Setup section in Getting Started.

Creating Your Account

Platform Overview

Platform Overview section in Getting Started.

Platform Overview

Trial & Plans

Trial & Plans section in Getting Started.

Understanding Free Trials
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General

General FAQs

How to Integrate Single Sign-On (SSO) with Degreed
How to: Apply Conditional Formatting to a Grid Visualization in Digital.ai Intelligence
Appium Studio Community/Forum
API Best Practices: Avoiding Rate Limits and Optimizing Usage
You Data and Privacy
Product Training Options
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FAQ

How can agents leverage knowledge to help customers?
How do I publish my content in other languages?
How do I customize my Help Center?
What are these sections and articles doing here?

Announcements

Welcome to your Help Center!
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Account Management

Account Management category for Support Cloud.

Users & Roles

Users & Roles section in Account Management.

Managing Users and Roles

Billing & Subscription

Billing & Subscription section in Account Management.

Updating Your Billing Information

Security Settings

Security Settings section in Account Management.

Setting Up Security and Permissions
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Product Features

Product Features category for Support Cloud.

Ticketing & Support Tools

Ticketing & Support Tools section in Product Features.

Creating and Responding to Tickets

Automations & Workflows

Automations & Workflows section in Product Features.

Using Automations and Triggers

Messaging & Chat

Messaging & Chat section in Product Features.

Managing Messaging and Live Chat
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Integrations

Integrations category for Support Cloud.

QuickBooks Online Integration

QuickBooks Online Integration Course
QuickBooks Online Integration - Getting Started

Slack

Slack section in Integrations.

Connecting Slack to Support Cloud

Jira

Jira section in Integrations.

Jira Integration Guide

Salesforce

Salesforce section in Integrations.

Salesforce Integration Overview
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Dashboards & Reporting

Dashboards & Reporting category for Support Cloud.

Prebuilt Dashboards

Prebuilt Dashboards section in Dashboards & Reporting.

Understanding Amortization Methods in Clearwater
Understanding Prebuilt Dashboards

Custom Reports

Custom Reports section in Dashboards & Reporting.

Building Custom Reports

Metrics Glossary

Metrics Glossary section in Dashboards & Reporting.

Understanding Support Cloud Metrics
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Troubleshooting & FAQs

Troubleshooting & FAQs category for Support Cloud.

Common Errors

Common Errors section in Troubleshooting & FAQs.

Fixing Common Login Issues
Subscription Plans
Admin interface
Support Cloud Admin 301 Certification Program
Support Cloud Admin 101 Certification Program
Support Cloud Admin 201 Certification Program
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Integration Troubleshooting

Integration Troubleshooting section in Troubleshooting & FAQs.

Troubleshooting Slack Integration Issues

Known Issues

Known Issues section in Troubleshooting & FAQs.

Known Issues and Platform Limitations
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Product Updates

Product Updates category for Support Cloud.

Release Notes

Release Notes section in Product Updates.

March 2025 Release Notes

New Feature Walkthroughs

New Feature Walkthroughs section in Product Updates.

Using the New SLA Monitoring Dashboard
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Data & Compliance

Data & Compliance category for Support Cloud.

Privacy Policy

Privacy Policy section in Data & Compliance.

Support Cloud Privacy Policy Overview

Data Exports

Data Exports section in Data & Compliance.

How to Export Your Data

Access Control

Access Control section in Data & Compliance.

Managing Access Control
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Developer Tools

Developer Tools category for Support Cloud.

Webhooks

Webhooks section in Developer Tools.

Getting Started with Webhooks

SDKs

SDKs section in Developer Tools.

Installing and Using the SDK

Rate Limits

Rate Limits section in Developer Tools.

Understanding Rate Limits
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