Join Christopher Matthew Spencer for an in-depth discussion in this video How to obtain help, part of Learning Salesforce Admin.
- [Narrator] Salesforce has a solid reputation for providing extraordinary pre sales, implementation and user support for all of their Clouds and additions. If you work at a non-profit organization or volunteer at one and they have 10 or fewer team members, then you should head over to salesforce.org and go ahead and apply for free accounts. Now, they'll give you up to 10 free accounts as a non-profit organization. You apply for a grant and I'm saying this because a lot of non-profits aren't aware that if you're a 501(c)(3) organization, you can get Salesforce for free.
So let's go ahead and head over to salesforce.com. Now this is the commercial side of things. If you aren't quite sure where and how to get started, I'd suggest calling Salesforce before applying for a free trial account. You'll find the number on the Salesforce website homepage. Their pre sale support is exceptional. And you can access the support landing page at support.salesforce.com.
Now Salesforce provides extraordinary support for all of their Clouds and additions. Let's go ahead and check out some of the help areas. Now, first you have a section for documentation. The documentation page contains links to the Salesforce PDFs that explain how to use their products and their services. Getting started provides links to resources based on the Salesforce addition that you're using, depending on the type of work you'll be doing. The Trailhead is a fun place to learn Salesforce for free.
Trails do what they say leading you down the various paths of learning. Now let's scroll down a little bit and we'll find a section here for support and services. Support and services provides resources for users and admins plus a way to contact support to discuss your individual matter directly with a Salesforce agent. Now, any time I've cross paths with these agents, they've been knowledgeable and really helpful. To see this section, you'll need to be logged in to and active Salesforce user account.
Now let's go ahead and visit another URL. We're going to visit success.salesforce.com. The success community includes a search engine for quick answers. You can post questions here and engage with millions of other Salesforce users. You can browse documentation, you can make suggestions through the idea exchange. You can link to the app exchange, and you can also post a hiring notice if you have a job.
Now let's visit another portal. We'll go to developer.salesforce.com. The Salesforce developer's portal and library provides what programmers need to go beyond the Salesforce user interface and configure their own apps. If you'd like to learn Salesforce or develop apps for Salesforce, you should sign-up for a completely free developer account by using the sign-up link on the developer's portal up here on the top right hand side.
Alright, now let's visit certification.salesforce.com. Here in training and certification you can help to propel your Salesforce administration career by identifying courses and training for admins. Now let's go ahead and visit another URL. And from here we can check out what's called success plans. These are the Support Plans that are offered by Salesforce. All Salesforce additions come with personal support and you can purchase enhanced Support Plans depending on the velocity that your team needs to travel.
I'm going to go ahead and select the Standards Success button option here and there is always an option to compare plans. Success is the term that Salesforce uses for it's name for support programs. Standard support comes with every Salesforce addition. You can compare plans using this option right here. 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 with Salesforce. Most likely you'll have questions or you'll need help with customization. Salesforce support is excellent. So reach out to Salesforce anytime you have questions or you want to make a purchase or you 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
- Building and sharing reports
- Importing data
- Batch processing data
- Enforcing data security with auditing and policies