You have the option to create tickets for your event levels. Choose from Click & Pledge ticket templates or customize tickets for your event. After the layout is selected, Merge Fields and editor will be provided for further customization. Once you have created tickets you apply the ticket to an event level within Ticket Details.
- From 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 to raise the ticket in Salesforce?
How to raise the ticket in sales force 1 Go to the Help & Training Portal. 2 Login using your Salesforce or Marketing Cloud credentials. 3 Click Go on the "My Success Hub" tile. 4 Click Support Cases. 5 Find the ticket you want to clone. 6 Click Clone. 7 After you've updated the form, click Submit. More ...
Why Premier success for Salesforce?
Get the most out of your Salesforce technology with specialized guidance. Accelerate your business value with Premier Success. Realize value from day one. Expert coaching and training to hit the ground running and upskill your team.
Are open-source ticketing systems any good?
While an open-source ticket system may often be cheap or even free, it often fails to deliver the functionality and intuitive experience that paid solutions do. Why do you need a ticketing system?
What is Salesforce customer service and how does it work?
The Salesforce solution will enable you to collect customer questions from email, social media, phone, and chat all onto one simple platform. This will enable you to better understand the needs of your customers.
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How do I create a ticket 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 submit a support ticket 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 I open a case 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 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.
Does Salesforce have a ticketing system?
Salesforce Desk.com takes customer support to the next level. As a completely cloud-based, online help desk ticketing system, Desk.com can be accessed on any authorised platform or device, and users can access the same, up-to-the-minute data, automatically synced in real time.
How do I create a support request in Salesforce?
Log 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.
How do you create a case?
0:000:33How to Create a Case in Salesforce Lightning - YouTubeYouTubeStart of suggested clipEnd of suggested clipWelcome how to create a case in Salesforce lightning. Click the cases tab. If you don't see the tabMoreWelcome how to create a case in Salesforce lightning. Click the cases tab. If you don't see the tab select service from the app menu. Click on new select a status for new case.
How do I create a case report in Salesforce?
From the Reports tab, click New Report. Select the report type for the report, and click Create. Customize your report, then save or run it.
How do I create a case object in Salesforce?
Best Practices for the Salesforce Case ObjectIdentify the most suitable Service Channels. ... Encourage Self-Service with Communities. ... Put each Agent on the right Case. ... Enable team collaboration to solve support requests. ... Guide your Agents through the Service Process. ... 5 Free Salesforce Add-Ons That Will Solve Admin Pains.More items...•
Where are my cases in Salesforce?
If the Salesforce console is set up, view case lists by selecting Cases from the navigator tab (if Cases is available).
What is case Salesforce?
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 add a case collaborator in Salesforce?
How to add a Case CollaboratorAccess your Support Case in Salesforce Help.Click the Details tab.In the Case Collaborators section, click the pencil icon.Search for a contact to add, then click the desired result.Alternatively, insert an email address and click the Add button. ... Click Save.
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How do ticket systems help customers?
But ticket systems do more than just boost the chances of customer happiness by storing information and tracking the whole customer service experience; they also eliminate lost time and superfluous resources that are often used to track customer service requests.
What is an open source ticket system?
What is an open-source ticket system? A ticket system (also called a ticketing system or help-desk ticketing system) is a solution most often used to handle customer service requests. A ticket system is a solution that assigns each customer and their service request a specific ticket. The best ticketing systems gather information about customers ...
Why is ticketing important?
Some of the most important reasons to implement a ticketing system include: Improved organisation. Improved customer experience. Individualised customer service. Improved customer retention. Increased revenue. Ticketing systems can improve organisation.
Is Salesforce ready for service cloud?
The great news is that Salesforce is ready and waiting to help you solve your problems and find the solutions that will help you scale your business.
Is it easier to retain a customer or acquire a new one?
Retaining a customer is so much easier than acquiring a new one. In fact, it’s been shown that acquiring new customers can cost five to 25 times as much as retaining existing customers. Ticketing systems lead to increased revenue. Providing a superior customer experience through individualised customer service increases revenue.
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.
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