How to log a support case in salesforce


  1. Click Contact Support
  2. Select a Topic
  3. Select a Category
  4. Log a Case You will see Log a New Case big icon, if you do not see that icon here, it may depend on your level support or Category …
  5. Select a Question
Here are the new steps:
  1. Log in to Salesforce Help.
  2. Click Contact Support.
  3. Click Create a Case on the “Create a Case” tile.
  4. Select an “Inquiry Type” from the options available to you: …
  5. Fill in the required Case fields.
  6. Add any Case Collaborators to allow people to follow Case progress.
  7. Click Create Case.

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 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 open a support ticket in Salesforce?

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. Fill out the “Open a Case” form completely including the questions on business impact.

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 raise a support request in Salesforce?

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 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…

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.

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 contact Salesforce support?

⚠️ Standard Success Plan Customers: If you have not purchased a Salesforce Success Plan, please note that phone support is only available for Severity Level 1- Business Stopping Issues….AMER.Region or CountryToll Free Phone NumberAvailable LanguagesAMER1-800-667-6389EnglishCanada1-877-282-1987French, English

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.

What is Salesforce support?

(800) 667-6389Salesforce / Customer service

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.

When logging a case why is it best to share specific details about your issue?

1When logging a case, why is it best to share specific details about your issue? A. Details give our support engineer the context they need to solve the issue you’re facing.

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:


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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