How do i enter a support case in salesforce

• 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.
• Select the type of issue you’re having, then click Next.
• Click Create a Case.
• Add detailed information about your issue in the Add Case Detail screen. Of particular importance: Subject: Include the name of the product and a summary of the issue. …
• Click Submit.

How do I create a Salesforce support case?

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 view my cases in Salesforce help?

See Add a Case Collaborator for reference. Attach related files after the Case is created, or reply to a Case email with an attachment to update the supporting documents. Log in to Salesforce Help. Click My Cases. Click the Case Number to view the Case in more detail.

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 do I manage support cases?

Customize fields, page layouts and record types for different kinds of support cases. Define picklist values for each new record type. Create case assignment rules, queues and escalation rules to push cases to the appropriate support team at the appropriate time.

How do I contact Salesforce support?

(800) 667-6389Salesforce / Customer service

How do I connect to a Salesforce support team?

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 open a new case in Salesforce?

Steps to create a case in salesforce?User must log on to salesforce.com.Now go to cases.Now click on New Button.Now enter Contact name, Account name, Status, Priority, Case origin, Subject and description for a case.Now you can click on Save or Save and close, Save and New, Check Spelling and Close.More items…

How do you create a support case?

Create a CaseFrom the Help & Training menu, select Get Support.Click Create a Case.Select Product or Technical Support.Make the appropriate selections under Impacted Account. … Add detailed information about your issue, including a descriptive Case Subject, Details, and Business Impact. … Click Create Case.

How do I raise a complaint in Salesforce?

You can contact them using Phone number on Salesforce support or using Open a new Case. According to me there are no specific Email address where you can contact. The best way to contact is as open a case or you can contact them in Collaboration group in Salesforce.

What is Salesforce support?

(800) 667-6389Salesforce / Customer service

How do I create a case object in Salesforce?

Best Practices for the Salesforce Case ObjectIdentify the most suitable Service Channels. … Encourage Self-Service with Communities. … Put each Agent on the right Case. … Enable team collaboration to solve support requests. … Guide your Agents through the Service Process. … 30 Salesforce Admin Interview Questions & Answers.More items…•

How do you use a case in Salesforce formula?

A case function has 4 components: Expression: the condition you are evaluating. Result: the value you are checking for. Return: what you want to return for each value. Catch-all: if none of these defined results are true, then just do this.

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 create a case in Salesforce lightning?

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 a support case?

Support Case means a single, reproducible issue or problem with the operation of the Software. Examples of Support Cases include, without limitation, Errors and problems encountered as a result of improper installation, configuration or operation of the Software.

How do I check my salesforce case status?

1:462:59How to check case status / create a support ticket in Trailhead with …YouTubeStart of suggested clipEnd of suggested clipAnd again if you want to check the status of status of your or tickets you could you could go toMoreAnd again if you want to check the status of status of your or tickets you could you could go to this url here. Which is sfdc dot co slash view cases and then.

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.

Saturday, December 26, 2015

Two months ago (around late Oct 2015 – after Winter ’16 release), Salesforce change Help and Training portal to a whole new experience. There are 4 main areas improvement in the new portal:

How to log Case to Salesforce support

Two months ago (around late Oct 2015 – after Winter ’16 release), Salesforce change Help and Training portal to a whole new experience. There are 4 main areas improvement in the new portal:

Learning Objectives

Create processes to streamline a support team’s workflow and case management.

Create a New User Using Setup Flow

Before you get going on that, add user Ada Balewa, Ursa Major Solar’s Customer Support Specialist.

Configure Case Status Picklist Values

To help Ursa Major’s customer support reps track cases more efficiently, add values and customize your case status picklist values to track the status and life cycle of cases.

Create Processes

Now create a product support process to support product-related cases.

Create Case Page Layouts

Create a product support case page layout to show information specific to product-related cases.

Create Record Types

Now, create Product Support and Inquiry Record Types using the Case Page Layouts you just created. The Record Type will determine which case page layout you see when creating a case.

Create a Case to Test Your Support Processes

To test the inquiry process you set up, create an Inquiry case using the new Inquiry record type. Pat Stumuller, a customer contact at Pyramid Construction, called in to find out what kind of warranty his company has for their solar panels. Log a case to track the inquiry.

Introduction

As the admin for AW Computing, you get lots of requests to help streamline processes and boost efficiency. And with your Awesome Admin skills, you deliver on those requests. The company has a brand-new vice president of services, Noah Larkin, and he’s anxious to make some productivity-enhancing changes.

Follow Along with Trail Together

Want to follow along with an expert as you work through this step? Take a look at this video, part of the Trail Together series.