Slaesforce FAQ

how to submit a support ticket in salesforce

by Florian Von III Published 2 years ago Updated 1 year ago
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Here are the new steps:

  • Log in to Salesforce Help
  • Click Contact Support.
  • Click Create a Case on the "Create a Case" tile.
  • Click Product or Technical Support or, if an Account Billing inquiry (not CPQ or Salesforce Billing Product Inquiry), click Billing.
  • Fill in the required Case fields, then click Submit.

Required Editions
  1. Log in to Salesforce, then go to the Help and Training page.
  2. At the bottom of the page, click Contact Support.
  3. Click Create a Case.
  4. Select your support topic, category, and issue. ...
  5. See if there's an existing topic that relates to your issue.

Full Answer

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 ...

How do I submit a technical support case 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 contact Salesforce support?

Click Contact Support. Click Create a Case on the "Create a Case" tile. Technical Support for questions about Salesforce products, developer support, feature activation, Marketing Clouds, Admin Assist, etc. Partner Program Support for questions about the partner program such as AppExchange service listing, billing, partner tiers, etc.

How do I clone a Salesforce support case?

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.

See more

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How do I get to Salesforce support?

(800) 667-6389Salesforce / Customer service

How do I check my salesforce ticket status?

To get to My Tickets, go to the My Tickets tab in your Employee Workspace. My Tickets includes a sortable list of your tickets and their current statuses. Select a ticket from the list (1) to see the feed and history for that ticket (2), including status changes and comments from IT Agents.

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 I open 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...

What is Salesforce support?

(800) 667-6389Salesforce / Customer service

Does Salesforce have a ticketing system?

Salesforce Desk.com takes customer support to the next level. As a completely cloud-based, online help desk ticketing system, Desk.com can be accessed on any authorised platform or device, and users can access the same, up-to-the-minute data, automatically synced in real time.

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 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.

What is developer org expiration?

The org is permanently deleted and can't be reactivated. Some Developer Edition orgs are exempt from expiration.

How many ways can you create a case in Salesforce?

Enterprise Salesforce Services There are 4 ways to create a case.

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.

How do I raise a case in Salesforce trailhead?

Create a New CaseLog into Salesforce. ... Click on the Cases tab or use the dropdown menu in the navigation bar to find Cases.Click New to open the New Case page. ... In the Contact Name field, search for the client and select from the list. ... Select the Status. ... Select Case Origin.More items...

Ensure every request reaches a full resolution with your support ticket system

A service request is a make-or-break moment for every company. Provide a satisfactory solution, and you not only gain one person’s loyalty, you also benefit from positive reviews they may share with others. If you don't meet their expectations, you may not get a second chance.

What is a support ticketing system?

A support ticketing system allows you to efficiently provide service to customers, partners, and internal employees by assigning a ticket (or case number) to every service inquiry. You can use it to track the issue to its resolution whether you are the customer, partner, service agent, manager, or even the CEO.

What are the benefits of a sophisticated support ticket system?

A huge sale event or a sudden unexpected demand for your products or services leads to an influx of support requests. How do you manage this? A simple email system would quickly become overwhelmed. And what about the customers reaching out by phone, live chat, and social media?

Find the right features for your support ticketing system

Some customer service departments are still working with an outdated or suboptimal support ticket system.

Prioritize great service now and always

The right support ticket system has all the features you need and the ability to scale up quickly as your business grows. Grow your external customer base, increase your team’s productivity, and inspire happy employees with an enhanced service ticket system built on a single platform.

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.

What are some of the benefits of support ticket systems?

The world has changed; and with it, the nature of customer service. One need only look at the facts to understand the benefits of a good customer service support ticket system. Consider the following:

Salesforce Puts Advanced Ticketing to Work for You

So how does a business get the most out of its ticketing system? When considering various customer service solutions, there are five main characteristics to look for, each of which can be found with Salesforce.

Give your clients the personalised ticket support they need

Salesforce offers each of these features and more, providing not only the best customer support ticket system, but the best solution to customer relationship management across the board.

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