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),…
- Fill in the required Case fields, then click Submit.
- 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.
Table of Contents
How do I create a Salesforce case?
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.
How do I create and submit a support case?
After granting login access, you’re ready to create and submit a case: From the Help & Training menu, select Get Support. Click Create a Case. On the topic choice page, select Salesforce.org Products, then click Next.
How do I add a case to a report?
Add detailed information about your issue, including a descriptive Case Subject, Details, and Business Impact. Add Case Collaborators to allow other people in your organization to keep up to date with this case. Subject: Include the name of the product and a summary of the issue.
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 submit a case to Salesforce lightning?
For example, if your issue is related to setting up Lightning Dialer, click Sales Cloud | Lightning Dialer | Implement Lightning Dialer. See if there’s an existing topic that relates to your issue. If you don’t find the solution to your problem, click Create a Case. Enter case details and click Submit.
How do I submit a support case?
0:384:00How To Submit a Case | Salesforce Support – YouTubeYouTubeStart of suggested clipEnd of suggested clipYou’ll need to choose instance type sandbox remove the org id that was there and replace it withMoreYou’ll need to choose instance type sandbox remove the org id that was there and replace it with your sandbox id. And fill in the subject. We know you’re in a hurry.
How a case is created in Salesforce?
Cases can be created by support representatives, from web forms on your website (web-to-case), by customers themselves from the Customer Portal or directly from emails (email-to-case). New cases can be assigned directly to support agents, case teams or case queues using assignment rules.
How does case 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 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.
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.
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 many ways can you create a case in Salesforce?
There are 4 ways to create a case.Part 1 – Create a Case in Salesforce.Part 2 – Create a Case from an email (EGA or non-EGA)Part 3 – Create a Case from an email (non-EGA)Part 4 – Email-to-Case: all emails to an EGA create a case.
How do I create a case stage in Salesforce?
Create a CaseLog in to Salesforce and open your console app. … Click 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, create a case for Samantha Austin. … Click Status and select New.Click Case Origin.More items…
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.
