Slaesforce FAQ

how to raise a case with salesforce support

by Dr. Kianna Weber Published 3 years ago Updated 2 years ago
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  • 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.

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 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.

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 ...

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How do I contact Salesforce support?

(800) 667-6389Salesforce / Customer service

How do I create a new case in Salesforce?

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 from developer ORG In Salesforce?

From partner org > login > go to home > There you find button Support and Case> click on that > select the category > fill the required details. > continue. Once you raised the case you can see them under your name > My Cases.

How do cases work in 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 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 log 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.

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 use email case in Salesforce?

From Setup, enter Email-to-Case in the Quick Find box, then select Email-to-Case. Click Edit. Select Enable Email-to-Case, and click Save. Select Enable On-Demand Service and click Save.

What is email to Case & web to case in Salesforce?

Email-to-Case feature in Salesforce allows you to convert the emails received at your support email address into cases. You can then incorporate these emails-turned-cases in your organization's customer support queue and follow a systematic approach to track & resolve them.

How do I use Salesforce case management?

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How do I set up case management in Salesforce?

From the object management settings for cases, find the fields area. If you're using Salesforce Classic, from Setup, enter Cases in the Quick Find box, then click Fields. If you're using Lightning Experience, from Setup, at the top of the page, click Object Manager. Click Case then click Fields & Relationships.

What is case escalation in Salesforce?

Case escalation rules in Salesforce are used to reassign and optionally notify individuals when a case is not closed within a specified time period. Generic Use cases for escalation rule. To notify the management if the high priority cases are still open after a specific amount of time.

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.

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