Salesforce Education global

Wiley

Customer Service Automation

Wiley needed to absorb seasonal support spikes from students and other customers without scaling service costs linearly, while giving new agents faster access to the right answers and improving self-service resolution.

$230,000 in savings
213% return on investment
50% faster onboarding of seasonal agents
Over 40% case resolution in the first few weeks of use

Reported impact

Business outcome

Wiley improved chatbot resolution, accelerated seasonal onboarding, reduced support effort, and gained better insight into service and supplier issues while maintaining support quality during academic peak periods.

  • Cost Reduction
  • Customer Experience
  • Productivity Improvement

Solution

Wiley is running customer support on Agentforce, Service Cloud, Einstein AI, and Prompt Builder so service work can be shared intelligently between customers, reps, and supervisors. Agentforce is configured against Wiley's knowledge base and trusted CRM context so customers can resolve account access, password, registration, and payment issues through conversational self-service instead of immediately entering the service queue. For human agents, Einstein drafts grounded responses, creates case summaries, and helps new seasonal staff ramp faster, while Prompt Builder gives employees reusable prompt patterns for email outreach, content generation, and other peak-season tasks. The same data exhaust is reused for incident classification and supplier accountability, letting Wiley analyze case trends and improve service operations as volume rises at the start of each academic term.

Data flow

Customer issues are resolved directly in Agentforce when possible, otherwise the case continues in Service Cloud with Einstein-generated replies and summaries; prompt templates and case-classification signals are then reused by support, product, and supplier-management teams.

Solution architecture

4 components · 3 layers
  1. Compute
    • Einstein AI Drafts service replies and summaries using Wiley's knowledge base and CRM context.
  2. Serving
    • Service Cloud Hosts Wiley's support operations, cases, and service-agent workflows.
  3. Orchestration
    • Agentforce Handles conversational self-service and routine issue resolution for Wiley customers.
    • Prompt Builder Provides reusable prompts for employee outreach and service-content tasks.

Architecture clues

  • Agentforce is grounded in Wiley's knowledge base and CRM data rather than generic responses.
  • Case summaries are reused to spot trends and provide product feedback.
  • Einstein case classification is used to trace cases back to supplier issues automatically.

Evidence from the source

Agentforce is configured to answer questions using Wiley's knowledge base and can automatically resolve account access issues and reset passwords.
Wiley is also piloting Prompt Builder.
Wiley was able to onboard seasonal agents 50% faster, leading to a 213% return on investment and $230,000 in savings.
With Agentforce to handle routine inquiries, human agents have more time to focus on complex cases, outperforming Wiley's previous chatbot by over 40% case resolution in the first few weeks of use.
Transparency Evidence & methodology 100/100 reference value · 89% confidence · 1 source

Review how this reference was scored and trace each normalized claim back to its documented source.

01

Scoring methodology

How scores are calculated

Customer Reference Value measures usefulness as a customer reference. Evidence Confidence measures the quality and traceability of available evidence, not independent verification.

Customer reference value100/100
  • Problem clarity20/20
    Measures whether the customer's operational problem is specific enough to compare.
  • Implementation depth25/25
    Rewards named components, data flow, integrations, and architecture detail.
  • Outcome specificity20/20
    Measures whether the reported benefit is concrete rather than a generic claim.
  • Quantified impact25/25
    4 metrics describe measurable impact.
  • Deployment scale10/10
    Rewards evidence of a live or scaled deployment and meaningful integration scope.
Evidence confidence89%
  • Source authority20/25
    The main evidence is an official vendor-published customer story.
  • Claim traceability21/25
    10 of 12 key fields link to a named source.
  • Direct evidence20/20
    4 direct source quotes retained.
  • Date provenance10/10
    The publication date comes from the source page or publisher.
  • Source transparency8/10
    1 source reference document publisher, URL, authority, retrieval, and supported fields.
  • Implementation specificity10/10
    Rewards source-backed components, data flow, quantified impact, and a specific outcome.
02

Traceability

Sources & provenance

Field coverage shows which facts each source supports. Dates are shown only when documented by the source.

  1. Salesforce

    Wiley customer story

    First-party
    https://www.salesforce.com/customer-stories/wiley/
    Source type
    Vendor-published customer story
    Published
    Sep 10, 2024
    Supports
    • Customer
    • Business problem
    • Solution
    • Products
    • Solution components
    • Data flow
    • Integrations
    • technical area
    • use case category
    • Business outcome
    • outcome category
    • Metrics
    • Architecture
    • evidence quotes
    • Publication date

Date evidence

  • Published on source page Sep 10, 2024 · Salesforce · First-party
    Open date source
Not separately sourced Industry, Region, Company size. Treat these normalized attributes as lower-confidence until a dedicated source is added.