When you login to your Salesforce org, you should have the option for “Training and Help” in the top right hand side of your browser. Once you click “Help & Training”, you will be directed to a new page which is a Salesforce “Success Community” as you can see below.
Click the “Help & Training” link that’s available in the top right hand corner or header. Note: If users are setup to Enable the Global Header for Communities the “Help & Training” link is found in the Your Name menu’s drop down.
Table of Contents
How do I get Started with Salesforce?
Get trained and certified at the source. Salesforce training and certification can help you expand your knowledge, realize your potential, and deliver an even higher return on your investment. And, as a Salesforce.org customer, you can access deep discounts on instructor-led training and certification.
How do I contact Salesforce help&training?
The Help & Training portal is available 24×7. In the rare case where you run into what we call a “Severity 1 critical production issue” (eg. we have internet access, but no one can successfully login to our Salesforce ORG), please call 1-800-NOSOFTWARE to speak a representative directly.
Why get Salesforce training and certification?
Salesforce training and certification can help you expand your knowledge, realize your potential, and deliver an even higher return on your investment. And, as a Salesforce.org customer, you can access deep discounts on instructor-led training and certification.
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 access Salesforce help?
Salesforce ClassicClick on your name from the top-right header menu.Choose My Settings from the list.Select Personal from the left-hand menu.Select Grant Account Login Access from the Personal sub-menu.Find CRM Team Global Limited Support in the list of organizations to provide access to.More items…•
How do I access support cases in Salesforce?
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…
What is the name of the Salesforce help site?
The Help Portal is the Salesforce technical support resource center.
How do I use administrative assist 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…
What is Salesforce Admin Assist feature?
Admin Assist delivers an unlimited number of tasks to help you maintain and update your Salesforce solution. Admin Assist is intended to supplement your Admin resources by providing routine, task-based services.
How do I access my Salesforce Sandbox?
To access your sandbox, click the link in the notification email. Users can log in to the sandbox at https://test.salesforce.com by appending . sandbox_name to their Salesforce usernames.
What is drill down in Salesforce?
Drill-down helps you take a closer look at records in a report. For example, as a sales manager, drill-down can help you track the progress of just a few of your reps or review the breakdown of current opportunities based on type.
How do I create a connected app in Salesforce?
To create Connected Apps in Salesforce, do the following:Log in to Salesforce as an administrator.In the drop-down list of the account (in the upper-right corner), select Setup.In the left-hand pane, go to App Setup > Create >Apps.In the Connected Apps pane, click the New button.More items…
Increase the return on your investment in Salesforce with Success Plans
As a Salesforce customer, you automatically get the online support, tools, and training that comes with a Standard Success Plan. If you want additional services like 24/7 direct phone access, access to Accelerators (quick, focused work sessions), proprietary apps, on-demand admins and more, you can upgrade to a Premier Success Plan.
Collaborate with specialists, consultants and other certified experts
Reach your goals, amaze your customers, and transform your business with a wide range of Salesforce.com Advisory Services, including best-practice training, planning and strategic engagements, custom-built Salesforce solutions, and innovative experience design.
Get trained and certified at the source
Salesforce training and certification can help you expand your knowledge, realize your potential, and deliver an even higher return on your investment. And, as a Salesforce.org customer, you can access deep discounts on instructor-led training and certification.
Access support instantly
Whether you’re looking for training, consulting services, or the expertise of the world’s largest concentration of Salesforce innovators, Cloud Services is ready to help every step of the way.
Meet our stellar partners
Salesforce has a large ecosystem of strategic partners chosen for their experience with thousands of companies across a broad range of business sizes and industries. So whatever your business, they have the expertise to get you up and running on Service Cloud.
Do even more with AppExchange
Extend the power of Salesforce with more than 2,500 apps, including hundreds of free apps, from our AppExchange — the leading business app marketplace. Take advantage of pre-integrated apps for call-center queues, field service, call resolution reporting, customer satisfaction insights, agent scheduling, and more.
Learn to use Service Cloud the easy way
Get set up with Service Cloud quickly by using Trailhead, our series of fun, guided tutorials created for every skill level — from business users to developers.
Faster, smarter customer service starts with a free trial. (Yep, free.)
You can start delivering lightning-fast customer service in a few easy steps. Plus, access our Success Community to learn from other users, and more.
Learn marketable skills
Learn new skills the way you want, on-demand or from Trailhead Academy experts.
Prove your skills and earn globally-recognised credentials that lead to top jobs
Round out your resume with the Salesforce, tech, business, and soft skills employers want. Prove your hands-on experience with Salesforce and get a competitive edge that can lead to new opportunities with skill-based superbadges and role-based Salesforce Certifications.
Connect to opportunities in the Trailblazer Community
Join the Trailblazer Community for mentorship along the way and help finding your next career opportunity in the Salesforce ecosystem. Get answers, collaborate, and share ideas in the community.
Meet the Trailblazers
They’ve learned the skills, earned the credentials, and connected to a global movement of fellow Trailblazers. They’re people just like you — pioneers, innovators, and lifelong learners — who are transforming their career.