Navigate the Support Page On the Salesforce Help Contact Support page, you can visit your existing cases from My Cases (1), update your Profile Settings under the Org Setting dropdown menu (2), confirm your success level (3), and finally create a case (4). Let’s go over each of these.
Full Answer
How do I get help from Salesforce support?
From Salesforce Help click Contact Support. Then click Create a Case. Select the topic you need help with between either product or billing questions. Fill out your case details including all required fields. Click Create Case. To help expedite and improve your support experience, include: A brief summary of the problem.
How do I submit a case with Salesforce support?
Unless restrictions have been put in place by your company, all Salesforce users have the ability to Submit, update or clone a Case with Salesforce Support, which can be accessed by navigating to the Help Portal and opening the My Cases page from the menu in the upper right corner. This view shows only the cases the logged in user has created.
What is the use of Org command in Salesforce?
Use the org commands to manage the orgs you use with Salesforce CLI. Create and delete scratch orgs, list your created and authorized orgs, and open orgs in your browser. Clones a sandbox org using values specified in a configuration file or key=value pairs that you specify on the command line.
When is it time to contact Salesforce support?
If your issue is not logged in Known Issues and there are no system issues, it’s time to contact Salesforce support. Please note, we're going to show you the steps to create a case with Salesforce support, so only follow along in Marketing Cloud if you have an active issue.
How do I access support cases in Salesforce?
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 open a support ticket in Salesforce?
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. Fill out the “Open a Case” form completely including the questions on business impact.
How do I view open tickets in Salesforce?
Note: It can take up to a few minutes for created or updated tickets to be indexed and appear in your ticket view. In Salesforce, click on the App Launcher icon in the upper left, and select an Account, Contacts, Leads, or Opportunities page. In your ticket view, double click on the ticket. The ticket window opens.
How do I view all cases in Salesforce?
If the Salesforce console is set up, view case lists by selecting Cases from the navigator tab (if Cases is available). Click Edit or Del to edit or delete a case. to follow or stop following a case in your Chatter feed. Click New Case or select Case from the Create New dropdown list in the sidebar to create a case.
How do I connect to Salesforce support?
Salesforce Customer Support is here to help you get the most out of your Salesforce investment!...Start an Online Chat with SupportLog in to Salesforce Help.Click Contact Support.Click Live Chat.
How do I raise a support request in Salesforce?
Required EditionsLog 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 search for a case in Salesforce?
Searching from the Cases TabOn a case detail page in the Solutions related list, enter keywords related to a possible solution in the search box. ... If your organization uses categories, select a category in which to search.Click Find Solution.More items...
How do I check my Salesforce ticket status?
To get to My Tickets, go to the My Tickets tab in your Employee Workspace. My Tickets includes a sortable list of your tickets and their current statuses. Select a ticket from the list (1) to see the feed and history for that ticket (2), including status changes and comments from IT Agents.
How do I view designated contacts in Salesforce?
View your Designated Contact PermissionsLog in to Salesforce Help.From the Org picker, select Manage All Orgs.From the list of Orgs, click Get Support for your desired Org. ... Select Org Setting.Beneath your contact information a message will be displayed indicating if you're a Designated Contact.
What is the Salesforce service console?
The Salesforce Service Console is the centralized interface in the Salesforce Service Cloud, an application devoted to customer service, support and customer experience. With a unified console, agents can view all relevant customer information related to a customer case, or customer support incident.
How many ways can you create a case in Salesforce?
Enterprise Salesforce Services There are 4 ways to create a case.
How do I make multiple cases in Salesforce?
0:524:55Create multiple contacts and cases in Salesforce usign a form - YouTubeYouTubeStart of suggested clipEnd of suggested clipSo if I click view I can see that I can add two cases I can add three cases and I can it fall. And IMoreSo if I click view I can see that I can add two cases I can add three cases and I can it fall. And I can add another contact and so on and so forth great now let's connect it all to Salesforce.
Help Is On the Way
We want you to be successful. That’s why we’ve highlighted so many resources within the Trailblazer Community. But sometimes you might encounter a roadblock that requires a different kind of support. Let’s review what options you have to troubleshoot issues, and then contact support, if needed.
Navigate the Support Page
On the Salesforce Help Contact Support page, you can visit your existing cases from My Cases (1), update your Profile Settings under the Org Setting dropdown menu (2), confirm your success level (3), and finally create a case (4).
Profile Settings
From the Org Setting dropdown select Profile Settings. Review the information on this page to ensure support can easily contact you. You can also establish your preferences for receiving communications from Salesforce (product announcements, service notifications, and marketing communications).
Success Plan
It’s important to know your company’s success plan because it impacts your access to resources and support availability. Here is a breakdown of support expectations based on your plan.
Troubleshooting
Now that you are familiar with the navigation of the Support and Services page along with resources available based on your support level, let’s focus on troubleshooting steps. If you haven’t found an answer in documentation or the Trailblazer community, visit the Known Issues page to see if the same issue has already been reported.
Create a Case
If your issue is not logged in Known Issues and there are no system issues, it’s time to contact Salesforce support. Please note, we're going to show you the steps to create a case with Salesforce support, so only follow along in Marketing Cloud if you have an active issue.
Severity and Resolution Expectations
When you log a ticket, it’s important to understand the severity and business impact. Let’s review a guide to severity. Depending on your support plan (again, chat with your account executive or admin if you don’t know), you can expect certain service level agreements (SLAs) for your logged tickets.