- Log in to Salesforce Help .
- Click Contact Support.
- Click Create a Case on the "Create a Case" tile.
- Select an "Inquiry Type" from options available to you: Technical Support for questions about Salesforce products, developer support, feature activation, Marketing Clouds, Admin Assist, etc. ...
- Fill in the required Case fields.
- Add any Case Collaborators to allow people to follow Case progress.
- Click Create Case.
- Log in to Salesforce Help.
- Click Contact Support.
- Click Create a Case on the "Create a Case" tile.
- Select an "Inquiry Type" from the options available to you: ...
- Fill in the required Case fields.
- Add any Case Collaborators to allow people to follow Case progress.
- Click Create Case.
How do I create a case in Salesforce?
How to Create a Case in Salesforce
- Overview. During the lifecycle of an interaction with a customer, partner, or even employee, you reach a point where you need to open a case in Salesforce.
- Build on the Past. ...
- Imitation is the Sincerest Form of Flattery. ...
- Case Requirements. ...
- Gather Your Data. ...
- Creating Your Case. ...
- Continue Your Flow. ...
How to contact Salesforce support?
Support for Additional Products
- Heroku and Commerce Cloud - Support for other Salesforce Products
- Salesforce Anywhere - How to Log a Support Case, Salesforce Anywhere (Quip)
- Slack - Support for Slack App
- Social Studio - Contact Social Studio customer support
How to log case to Salesforce support?
To submit a technical support case:
- Log in to your Salesforce org.
- Click the Question Mark icon, then click Get Support to open a new browser tab for Help & Training. ...
- If you want to view your existing cases to confirm you haven't already submitted this issue, click on the tiny drop down arrow in the upper right corner.
- From the first screen click Support & Services.
- Click Create a Case.
How to create a technical support case with Salesforce support?
To open a new case:
- Log into Salesforce. Open your Service Console app. ...
- Click on the Cases tab or use the dropdown menu in the navigation bar to find Cases
- Click New to open the New Case page. ...
- In the Contact Name field, search for the client and select from the list. ...
- Select the Status. ...
- Select Case Origin. ...
- (Optional) Select a Type, Priority, and Case Reason.
How do you create a support case?
Create a CaseFrom the Help & Training menu, select Get Support.Click Create a Case.Select Product or Technical Support.Make the appropriate selections under Impacted Account. ... Add detailed information about your issue, including a descriptive Case Subject, Details, and Business Impact. ... Click Create Case.
How do I add a case to Salesforce customer support?
Create a Support CaseLog in to Salesforce, then go to the Help and Training page.At the bottom of the page, click Contact Support.Click Create a Case.Select your support topic, category, and issue. ... See if there's an existing topic that relates to your issue.More items...
How do I create a new case type in Salesforce?
Create Record TypesFrom the Case object page, click Record Types.Click New and complete the field details. Field. Value. ... Click Next.From the Select Page Layout menu, select Product Support Case Layout.Click Save & New, and enter the details. Field. Value. ... Click Next.Select Page Layout: Inquiry Case Layout.Click Save.
How do I set up a support team in Salesforce?
Every Salesforce.org customer has access to a Standard Success plan. To submit a technical support case, go to the Help and Training portal and click the “Contact Support” link located on the upper right hand side of the home page. Then click the “Open a Case” button.
How do I grant access to Salesforce support?
Salesforce ClassicLog in to Salesforce.In the upper right, click My Settings (or click on your name, then click My Settings)In "Quick Find" search field, enter "Grant" and click Grant Login Access.Set the Access Duration option to Salesforce.com Support. ... Click Save.
How do Salesforce cases work?
A case is a customer's question, feedback, or issue. Support agents can review cases to see how they can deliver better service. Sales reps can use cases to see how they affect the sales process. Responding to cases keeps your customers happy and enhances your brand.
How do I log support cases in Salesforce?
Here are the new steps:Log in to Salesforce Help.Click Contact Support.Click Create a Case on the "Create a Case" tile.Select an "Inquiry Type" from the options available to you: ... Fill in the required Case fields.Add any Case Collaborators to allow people to follow Case progress.Click Create Case.
How do you create a case record?
Create a Case Record TypeFrom Setup, open Object Manager.In the Quick Find box, enter Case , and then select Case.Click Record Types, and then click New.In the Existing Record Type list, to copy all available picklist values, select Master. ... Enter a record type label that's unique within the object.More items...
What is Salesforce support?
(800) 667-6389Salesforce / Customer service
How do I create a case in Salesforce lightning?
To create a case:Use Search to find the individual's account and then locate the contact in the Contacts related list. ... Click New in the Cases related list of the contact. ... Enter information for the case. ... To associate the case with an asset in Classic: ... Click Save, or click Save & New to save the case and create another.More items...
How do I raise a case in Salesforce trailhead?
Create a New CaseCreate a New Case. ... Log into Salesforce. ... Click New to open the New Case page. ... In the Contact Name field, search for the client and select from the list. ... (Optional) Select Assign using active assignment rule to have the case routed automatically to the user or queue your admin has designated.More items...
Overview
At Salesforce support, we're here to help! We provide technical support for all Salesforce products Monday through Friday during global business hours. Premier Support customers have additional access to technical support for platform issues 24 hours a day, seven days a week.
Create a Case
After granting login access, you're ready to create and submit a case:
Can't Log In?
Can't log in? Forgot your username or password, or you're locked out from too many login attempts? To resolve login problems, try the solutions listed in Troubleshoot Login Issues.
Introduction
As the admin for AW Computing, you get lots of requests to help streamline processes and boost efficiency. And with your Awesome Admin skills, you deliver on those requests. The company has a brand-new vice president of services, Noah Larkin, and he’s anxious to make some productivity-enhancing changes.
Follow Along with Trail Together
Want to follow along with an expert as you work through this step? Take a look at this video, part of the Trail Together series.
Learning Objectives
Create processes to streamline a support team’s workflow and case management.
Create a New User Using Setup Flow
Before you get going on that, add user Ada Balewa, Ursa Major Solar’s Customer Support Specialist.
Configure Case Status Picklist Values
To help Ursa Major’s customer support reps track cases more efficiently, add values and customize your case status picklist values to track the status and life cycle of cases.
Create Processes
Now create a product support process to support product-related cases.
Create Case Page Layouts
Create a product support case page layout to show information specific to product-related cases.
Create Record Types
Now, create Product Support and Inquiry Record Types using the Case Page Layouts you just created. The Record Type will determine which case page layout you see when creating a case.
Create a Case to Test Your Support Processes
To test the inquiry process you set up, create an Inquiry case using the new Inquiry record type. Pat Stumuller, a customer contact at Pyramid Construction, called in to find out what kind of warranty his company has for their solar panels. Log a case to track the inquiry.
Create and Manage Support Cases Online via Salesforce Help
For full steps and details to create and manage Support Cases online through Salesforce Help, see our “ Submit or update a Case with Salesforce Support ” article.
Japan
Japan Support is available in Japanese language only. For English Support call the APAC Support number +65 6302 5700.
Learning Objectives
Introduction
- As the admin for AW Computing, you get lots of requests to help streamline processes and boost efficiency. And with your Awesome Admin skills, you deliver on those requests. The company has a brand-new vice president of services, Noah Larkin, and he’s anxious to make some productivity-enhancing changes. He’s asked for your help changing how his team handles cases. The suppor…
Follow Along with Trail Together
- Want to follow along with an expert as you work through this step? Take a look at this video, part of the Trail Together series.
Add A User
- Before you get going on that, add Noah Larkin as a user. 1. From Setup, enter Users in the Quick Find box and select Users. 2. Click New User and enter the details. 3. Click Save.
Create Processes
- Now create a product support process. 1. From Setup, enter Support Processes in the Quick Find box and select Support Processes. 2. Click New and complete the field details. 2.1. Existing Support Process: Master 2.2. Support Process Name: Product Support Process 2.3. Description: Process for logging product support cases 3. Click Save. 4. Leave the...