Slaesforce FAQ

how to set up designated contact salesforce

by Rosemarie Fahey Published 2 years ago Updated 2 years ago
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Log in to Salesforce Help From the Org picker, select Manage All Orgs. From the list of Orgs, click Get Support for your desired Org. If 'Get Support' is not available, click Log In. Select the 'Org Setting' picklist, then select Designated Contacts.

Change DC Permissions
  1. Log in to Salesforce Help.
  2. From the Org picker, select Manage All Orgs.
  3. From the list of Orgs, click Get Support for your desired Org. ...
  4. Select Org Setting.
  5. Beneath your contact information a message will be displayed indicating if you're a Primary Designated Contact. ...
  6. Assign permissions.

Full Answer

How do I contact Salesforce customer support?

You can contact Salesforce Customer Support via the methods available to you through your Success Plan using the channels and availability noted below. 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.

What is a primary designated contact in Salesforce?

Primary Designated Contacts (Primary DCs) can create, view, deactivate, and edit the permissions of other DCs in their organization. Salesforce assigns your first Primary Designated Contact. The Primary DC can set up additional Designated Contacts. Who should be a Designated Contact for my organization?

Who assigns my first primary designated contact?

Salesforce assigns your first Primary Designated Contact. The Primary DC can set up additional Designated Contacts. Who should be a Designated Contact for my organization? Designated Contacts should have sufficient knowledge of Salesforce and your organization's environment to work with Salesforce Support and Premier Services.

How do I update my primary DC in Salesforce?

The first Primary DC is set up by Salesforce. If no Primary DC has been set up, or you need to update your Primary DC, please reach out to your Account Executive. Alternatively, you can submit a Case to Salesforce Support (users with the System Administrator profile can make this request).

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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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