How to submit a salesforce support 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 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 to contact Salesforce support?

Support for Additional Products

  • Heroku and Commerce Cloud – Support for other Salesforce Products
  • Salesforce Anywhere – How to Log a Support Case, Salesforce Anywhere (Quip)
  • Slack – Support for Slack App
  • Social Studio – Contact Social Studio customer support

How to log case to Salesforce support?

To submit a technical support case:

  • Log in to your Salesforce org.
  • Click the Question Mark icon, then click Get Support to open a new browser tab for Help & Training. …
  • If you want to view your existing cases to confirm you haven’t already submitted this issue, click on the tiny drop down arrow in the upper right corner.
  • From the first screen click Support & Services.
  • Click Create a Case.

More items…

How to create a technical support case with Salesforce support?

To open a new case:

  1. Log into Salesforce. Open your Service Console app. …
  2. Click on the Cases tab or use the dropdown menu in the navigation bar to find Cases
  3. Click New to open the New Case page. …
  4. In the Contact Name field, search for the client and select from the list. …
  5. Select the Status. …
  6. Select Case Origin. …
  7. (Optional) Select a Type, Priority, and Case Reason.

More items…


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 do I contact Salesforce support?

(800) 667-6389Salesforce / Customer service

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 add a case to 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…

What is Salesforce support?

(800) 667-6389Salesforce / Customer service

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 does email to case work in Salesforce?

Email-to-Case’s on-demand service keeps email traffic outside your network’s firewall and refuses emails larger than 25 MB. You can specify how Salesforce handles incoming emails that come from unauthorized senders or exceed your org’s daily processing limits. A simple guided flow walks you through setup.

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.

How do I contact a Salesforce administrator?

Note: If unable to log a Case via the Help & Training link above, please contact Support via phone at 1-800-NO-SOFTWARE. After you have successfully logged in, you may set up your security question. Note: If a password reset from an admin is not working, it may be best to have them confirm the User record isn’t frozen.

How do I create a case path in Salesforce?

How to Setup a Path in SalesforceStep 1: Create a New Record Type. … Step 2: Enable the Path. … Step 3: Create the Path. … Step 4: Select Key Fields. … Step 5: Activate the Path. … Step 6: Create Additional Salesforce Paths (optional)

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.

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.

What to consider before creating a technical support case?

Before creating a technical support case, consider asking for help from our amazing community in the Power of Us Hub, and checking out resources like the Best Practices for Troubleshooting Trailhead Module.

Where to find ORG ID in Salesforce?

Org ID or MID: If this field is not auto-populated, find your Org ID in Salesforce Setup under Company Information.

How to fill out a case on Salesforce?

Fill out the “Open a Case” form completely including the questions on business impact. To ensure the quickest answer to your question, include: details on exactly what you are trying to do and what you have tried; details on any Apps that might be involved in your issue; and any other specifics that will help the technical support agent get your question routed the correct way. The details you provide will help prioritize your case.

How to contact Salesforce support?

You can call Salesforce tech support during local business hours, five days a week. The phone numbers are listed in the Help & Training portal. Just click the “Contact Support” link to access the phone numbers. You might also want to check to check if is having issues on your instance ( what instance am I on? ).

How to submit a technical support case?

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.

What is skills based routing?

Once you submit a case through the Help and Training portal, uses what they call skills-based routing to ensure cases go to the right experts. They use a tiered model, so simple questions start at Tier-1 and progress based on case complexity.

Create and Manage Support Cases Online via Salesforce Help

For full steps and details to create and manage Support Cases online through Salesforce Help, see our “ Submit or update a Case with Salesforce Support ” article.


Japan Support is available in Japanese language only. For English Support call the APAC Support number +65 6302 5700.

What to do if you can’t get support from Trailblazer?

if you could not get support from trailblazer means try the live chat option or else contact directly to the salesforce support team with a toll-free number and raise a case with your org email id.

Can you submit a case from Developer Edition?

But you can‘t submit the case from Developer edition, Salesforce doesn’t provide technical support to Developer edition.


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