How to submit a salesforce case


  • 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), click Billing.
  • Fill in the required Case fields, then click Submit.
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 submit a technical support case in Salesforce?

Every 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 create a Salesforce case?

Click Create a Case. On the topic choice page, select Products, then click Next. Select the relevant Product, then click Next. Select the type of issue you’re having, then click Next.

What is case in Salesforce service cloud?

Identify the most suitable Service Channels The Case object is the main object of Salesforce Service Cloud and a Case typically represents a customer’s issue, question, or feedback and its resolution process.

What are the Salesforce cases standard objects?

Salesforce standard objects come with a number of features that can be leveraged to build scalable processes in your Salesforce org. Among all the standard objects, Cases is probably the object that offers the biggest number of standard features that can be utilised.


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 do I contact Salesforce support?

(800) 667-6389Salesforce / Customer service

How do I raise a case to a salesforce support team?

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…

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.

How do cases 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 email to case in Salesforce how you implement it?

Email-to-case feature in Salesforce enables you to convert the emails received at your support email address into cases. You can then inject these emails-turned-cases in your organization’s customer support queue and follow a systematic approach to track & resolve it.

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 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.

Can you email from Salesforce?

Emails from Salesforce It can be sent using Salesforce email servers ‘Send Through Salesforce’, using gmail or office 365 accounts ‘Send through Gmail or Office 365’ or using a company SMTP mail server ‘Send Email Through Email Relay’.

What is Salesforce support?

(800) 667-6389Salesforce / Customer service

Leave a Comment