Slaesforce FAQ

how to open a support case in salesforce

by Miss Libby Erdman Published 2 years ago Updated 2 years ago
image

  • 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: 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.

Full Answer

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.

More items...

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.

More items...

image

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.

image
A B C D E F G H I J K L M N O P Q R S T U V W X Y Z 1 2 3 4 5 6 7 8 9