Slaesforce FAQ

how to raise a case to salesforce support team

by Miss Kristin Wehner Published 2 years ago Updated 2 years ago
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How to raise the ticket in sales force

  1. Click on Help & Training from your Organization.
  2. Under the "Contact Support" tile, click Create a Case. NOTE: If you don't see the Contact Support tile, you need to login.
  3. Go through the Help Finder and pick the Topic, Category and Solution that closest match your issue.
  4. If you don't find an answer to your problem, choose the support option that best suits your needs.

Here are the new steps:
  1. Log in to Salesforce Help.
  2. Click Contact Support.
  3. Click Create a Case on the "Create a Case" tile.
  4. Select an "Inquiry Type" from the options available to you: ...
  5. Fill in the required Case fields.
  6. Add any Case Collaborators to allow people to follow Case progress.
  7. Click Create Case.

Full Answer

How do I create a support case in Salesforce?

In the row for Salesforce.com Support, select an Access Duration of at least one week. Click Save. After granting login access, you're ready to create and submit a case: From the Help & Training menu, select Get Support. Click Create a Case. Select Product or Technical Support.

How to raise a case under contact support?

We are not getting an option to raise a case under contact support. if you could not get support from trailblazer means try the live chat option or else contact directly to the salesforce support team with a toll-free number and raise a case with your org email id. You need to sign in to do that.

How do I write an email to the Salesforce support team?

Subject: Include the name of the product and a summary of the issue. For example, "NPSP: Can't create Contact records." Enter this sentence: Please assign this case to the Salesforce.org support team. Include the relevant products and features. Describe what is happening and what the expected outcome is.

How do I get support for a Salesforce product?

From the Help & Training menu, select Get Support. Click Create a Case. On the topic choice page, select Salesforce.org Products, then click Next. Select the relevant Salesforce.org Product, then click Next.

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How do I raise a case for Salesforce 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 contact Salesforce support?

(800) 667-6389Salesforce / Customer service

How do I make a Salesforce case?

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 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.

What is Salesforce support?

(800) 667-6389Salesforce / Customer service

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 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.

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.

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...

How do I contact a Salesforce administrator?

Note: If unable to log a Case via the Help & Training link above, please contact Support via phone at 1-800-NO-SOFTWARE. After you have successfully logged in, you may set up your security question. Note: If a password reset from an admin is not working, it may be best to have them confirm the User record isn't frozen.

How do I log into administrative assist case in Salesforce?

Log an Admin Assist requestLog in to Salesforce, in the top right, click the "?" (Help & Training) Icon | Get Support.Click the Contact Support tab.Click Create a Case.Click Product or Technical Support.On the case creation page, select Product Admin Assist.Select the Topic that matches your case request.More items...

How do I submit a 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.

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.

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.

Initial Escalation Time Frames

The Escalate Case button appears after a certain number of hours depending on your Success Plan.

Standard Success Plan

For all severity levels, appears after 48 hours of case creation. If the Escalate Case button isn't available, add a comment to the case requesting the case to be expedited.

Need to escalate the case further or engage Technical Support Management?

First, ensure you have escalated the case using the Escalate Case button. Need to escalate further? Call us at the numbers listed here and inform Support that you would like a call back from the Support Manager.

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