This video provides direction on how to discover the training Trails, how to receive support, and how to interact with the Salesforce community. Also learn about Salesforce success plans—or support levels—and where to locate the documentation.
- [Instructor] Salesforce has a solid reputation for providing extraordinary presales, implementation, and user support for all of their clouds and editions. If you're a non-profit organization with 10 or fewer team members, then you should head over to salesforce.org and apply for a donated account. If you're not quite sure where and how to get started, I'd suggest calling Salesforce before applying for a free trial. You'll find the number on the salesforce.com website homepage, it's right here at the top.
Their presale support is exceptional. You can access the support landing page at support.salesforce.com Let's check out the help areas. Get Started provides links to resources based on the Salesforce edition you're using depending on the type of work you'll be doing. The Success Community includes a search engine for quick answers. You can post questions and engage with millions of other Salesforce users, browse documentation, make suggestions through the IdeaExchange, link to the AppExchange, and post a hiring notice.
The Documentation page contains links to the Salesforce PDFs that explain how to use their products and services. Technical Support provides resources for users and admins, plus a way to contact Support to discuss your individual matter directly with a Support Agent. When I've crossed paths with these agents, they've been knowledgeable and helpful. Billing & Invoicing allows you to view and pay your Salesforce fees online. The Trailhead is a fun place to learn Salesforce for free.
Trails do what they say, leading you down the various paths for learning. The Salesforce Developers library provides admins with programming help to go beyond the Salesforce user interface and configure their own apps. Training & Certification can help propel your Salesforce administration career forward by identifying courses and training for admins. Now let's go to salesforce.com/services to check out support plans.
Let's click on Success Plans, scroll down a little bit, and we'll click on Compare Plans here. A Plan is the term Salesforce uses to name its support programs. Standard Support comes with every Salesforce edition. Salesforce is time tested software and extremely reliable. Start with the Standard Plan, it's all I've ever needed since I started using Salesforce. You're not likely to ever experience downtime. Most likely you'll have questions or need help with customization.
Salesforce support is excellent. So reach out to Salesforce any time you have questions, want to make a purchase, or need help implementing or using Salesforce.
- Planning a transition to Salesforce
- Administering user accounts
- Managing permissions
- Capturing and converting leads
- Customizing views
- Setting up opportunities
- Creating campaigns
- Customizing fields and pages
- Customizing apps
- Building and sharing reports
- Importing data
- Batch processing data
- Enforcing data security with auditing and policies