how to open a support case for salesforce

• 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.
• For the First, choose a topic that best fits your issue screen, choose Salesforce.org Products and then click Next.
Choose a Salesforce.org Product that you are having an issue with. Then click Next.
At this point choose the type of issue you're having, if you don't see the one you are looking for, choose other.
Once you click on one of the radio buttons click on Next. Now you can create your case!
For the Severity, please DO NOT put urgent unless its a business stopping issue.
In the Subject, make sure to update the default text with information specific to your issue.
Click Submit.

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.

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How to create a technical support case with Salesforce support?

To open a new case:

1. Log into Salesforce. Open your Service Console app. ...
2. Click on the Cases tab or use the dropdown menu in the navigation bar to find Cases
3. Click New to open the New Case page. ...
4. In the Contact Name field, search for the client and select from the list. ...
5. Select the Status. ...
6. Select Case Origin. ...
7. (Optional) Select a Type, Priority, and Case Reason.

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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 open a new case in Salesforce?

Steps to create a case in salesforce?User must log on to salesforce.com.Now go to cases.Now click on New Button.Now enter Contact name, Account name, Status, Priority, Case origin, Subject and description for a case.Now you can click on Save or Save and close, Save and New, Check Spelling and Close.More items...

How do I contact Salesforce support?

(800) 667-6389Salesforce / Customer service

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 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...•

What is a Salesforce case?

Cases are a Salesforce tool that agents use to interact with customers to help get their problems solved — they really are the backbone of Service Cloud! Cases are powerful records in Salesforce that keep a log of customer issues, show agents a complete customer overview, and so much more, right on the platform!

How do I raise a complaint in Salesforce?

You can contact them using Phone number on Salesforce support or using Open a new Case. According to me there are no specific Email address where you can contact. The best way to contact is as open a case or you can contact them in Collaboration group in Salesforce.

How do I get help 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.

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...

What is case management in Salesforce?

As described in Service Cloud Introduction session, Salesforce Case Management allows us to record, track and solve customer issues by sales, service and support. It includes the ability to create cases either from an email (email to case), from a web form (web to case), or manually.

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.

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.

How to open a case in a.NET application?

How to Open a Case. When you’ve determined you’re going to open a case, go to your Help Portal page. This is where you can always see your active and past cases. From the Help Portal main page, you can view All Open Cases in the panel or click View All to expand the list.

What to do when your support engineer finds a path to a solution?

When your support engineer finds a path to a solution, they reach out to help you with the process. Follow their recommendations and make sure the solution clears up the issue. Once you confirm the solution, it’s time to close your case.

What happens when support engineer works on an issue?

As your support engineer works to solve your issue, you may see the issue or error again. It may even come up in a new context. If this happens, it’s crucial that you document any new developments.