Help And Training Community (2024)

Help And Training Community (2024)

FAQs

Where can I find help and training in Salesforce? ›

Click the "Help & Training" link that's available in the top right hand corner or header. Note: If users are setup to Enable the Global Header for Communities the "Help & Training" link is found in the Your Name menu's drop down.

How to raise a Salesforce support case? ›

How do I raise a support case in Salesforce?
  1. Select “Get Support” in the Help portal menu,
  2. Click “Create a Case“.
  3. Choose “Product” or “Technical Support“.
  4. Select the product where you are having an issue.
  5. Add issue details.
  6. Click “Create Case“.

How do I contact Salesforce? ›

We'll be your guide. Talk to one of our advisors about building apps on the Lightning Platform, pricing options, technical support, or anything else you need. We're here to help. Just fill out the form at right or call 00800 7253 3333 (Freephone).

Why can't I log into Salesforce? ›

You may have problems logging in to Salesforce if your web browser blocks Salesforce cookies. Make sure your web browser cookie settings allow cookies from Salesforce.com. If your browser allows cookies but you still can't log in, clear your cache and cookies before trying again.

How do I login to help and training in Salesforce? ›

Log in to Salesforce Help
  1. Open Salesforce Help.
  2. Click Log In.
  3. Under "Trailblazer Account" click Log In.
  4. Select your Salesforce login or another option (Email, Social, etc)
  5. Enter your credentials and follow the remaining steps to log in.
Jul 22, 2023

Is Salesforce training free? ›

Trailhead is Salesforce's free training site that has over 1,100+ modules, quizzes, and hands-on activities by linking a Salesforce Org “Trailhead Playground”. The whole platform is designed to deliver a gamified experience, making learning engaging and the content approachable.

How do I raise a case for Salesforce Partner community? ›

How to raise a case with salesforce from partner developer org ?
  1. Add your partner as collaborate.
  2. Create a case from your org and share the your partner org Id and other details in case.
  3. Ask your partner to grant login access to the Salesforce.
Jan 10, 2019

Who can create Salesforce support cases? ›

Currently only users with the 'Salesforce' license types can create support cases in the Help portal. Additionally, these license types are required in order for a user to be added as a Case Collaborator on an existing case.

How can Salesforce help increase sales? ›

How does Salesforce work for sales teams? We help sales teams gain a 360-degree customer view, improve sales coaching, and boosts sales productivity – with tools like artificial intelligence – so every rep can close more deals, anytime, anywhere.

Does Salesforce have live chat support? ›

Offer your customers instant conversation with web chat and Facebook Messenger for Essentials. Chats and messages are delivered to team members alongside their other work in Salesforce, so they can handle cases, chats, messages, and everything else side by side.

Does Salesforce have a help desk? ›

No problem. Chat with one of our experts, or call us at 800 1301 448 (SG) 800 967 655 (HK) +65 6302 5700 (INTL).

Does Salesforce have live chat? ›

Salesforce Chat (formerly “Salesforce Live Agent”) is a native Salesforce tool that enables customer service teams to communicate in real-time with your website users.

How do I unlock my Salesforce account? ›

Unlock User Accounts
  1. Tap More.
  2. Under Administration, tap Users.
  3. Select a locked user.
  4. Tap to unlock the user.

How do I connect to Salesforce account? ›

From the Financial Services Cloud app, click the Home tab. Click Connect Your Account. You're prompted to enter your Salesforce login credentials. Click Allow.

How do I reset my Salesforce login? ›

Required Editions
  1. On the login page, click the forgot password link.
  2. Enter your username and click Continue. ...
  3. Within 24 hours, click the link provided in the email, answer your security question, and click Continue. ...
  4. When prompted, enter a new password.

What is the best way to learn Salesforce? ›

Trailhead. The obvious contender when it comes to learning Salesforce is their very own super engaging and informative Learning Management System: Trailhead. Trailhead has been around since 2014 and was designed as a way for anyone and everyone to become fluent in all things Salesforce.

What is the best place to learn Salesforce? ›

Top Picks
Course HighlightWorkload
Best Course for Salesforce Platform Developers (Udemy)31 hours
Also Great Salesforce Developer Certification Prep Course (Udemy)38 hours
Best App Builder Certification Prep Course for Developers (Udemy)18 hours
Best Salesforce LWC Development Course (Udemy)41 hours
4 more rows
Jan 8, 2024

Does Salesforce have a training program? ›

Learn Salesforce with Our Online and In-person Training - Salesforce.

Does Salesforce have a training platform? ›

Salesforce LMS streamlines sales training with the right training at the right stage of the sales process. Training programs tied to stages in Salesforce to fasten the process.

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