How to log a salesforce support case


How to Log a Support Case, Salesforce Anywhere (Quip) Visit Select Sign up. Select Email. Enter the email address associated to your Quip account. Open your email inbox to locate the single-use code. Enter the single-use code. Fill out the relevant profile information. Select …


How do I create a case in Salesforce?

How to Create a Case in Salesforce

  • Overview. During the lifecycle of an interaction with a customer, partner, or even employee, you reach a point where you need to open a case in Salesforce.
  • Build on the Past. …
  • Imitation is the Sincerest Form of Flattery. …
  • Case Requirements. …
  • Gather Your Data. …
  • Creating Your Case. …
  • Continue Your Flow. …

How do I log into Salesforce?

How do I access Salesforce for the first time?

  • Check your email for your login information.
  • Click the link provided in the email. The link logs you in to the site automatically.
  • The site prompts you to set a password and choose a security question and answer to verify your identity in case you forget your password.

How to log into Salesforce?

To log in to your production Salesforce site:

  • Start the app by tapping the Salesforce icon on your home screen. You see the login page.
  • Enter your username and password.
  • Tap Log In .

How to submit a Salesforce case?

Provide more information by attaching screenshots or other supporting files to your Case.

  • Enter this sentence: Please assign this case to the support team.
  • Include the relevant products and features.
  • Describe what is happening and what the expected outcome is.
  • Include any error messages and include a step-by-step description of how to generate the issue. …
  • If there’s a relevant Power of Us Hub post, include the URL. …

How do I log a support case 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.

How do I log a support case in Salesforce Marketing Cloud?

First, make sure you are logged in to your Marketing Cloud account in the top right of your screen. From Salesforce Help click Contact Support. Then click Create a Case. Select the topic you need help with between either product or billing questions.

How do I contact Salesforce support?

(800) 667-6389Salesforce / Customer service

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.

How do I create a support ticket in Salesforce?

Required EditionsLog 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…

Can Salesforce be used as a ticketing system?

Support Your Customers with Salesforce offers an exceptional, all-in-one help desk ticketing solution that addresses issues in a way that clients appreciate. Your client base is growing. Grow along with it with the best help desk ticketing system available — from Salesforce.

What is Salesforce support?

(800) 667-6389Salesforce / Customer service

What is Salesforce service Desk?

Service Cloud helps businesses support existing customers through its customer service console, live chat, and communities software. Sales Cloud helps businesses manage sales activity with contact management, opportunity management, and forecasting tools.

Can you email from Salesforce?

You can send emails from Salesforce via your Gmail or Office 365 accounts in the Salesforce Lightning Experience. To the recipients, your emails will look as if they have arrived from Gmail or Office 365.

How do I use support process in Salesforce?

From Setup, click Object Manager and select Case. Click Fields & Relationships, then click Type. In the Case Type Picklist Values section, click New….Create ProcessesFrom Setup, enter Support Processes in the Quick Find box and select Support Processes.Click New and complete the field details. … Click Save.More items…

How do I add a case status in Salesforce?

In Salesforce ClassicGo to Setup | Customize | Cases | Fields.Click on the Status field.Click on Edit beside the specific Status picklist value.Select the Closed option.Click on Save.

How do you close a lightning case?

Go to Salesforce Setup => Object Manager => Case => Click on Close Case Page Layouts (In Lightning Experience, In classic Setup => Case => Close Case Page Layout). Take a note of all the fields present on the Layout and keep the layout as a reference to build your own Close Case Page.


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.


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