Online help and the Salesforce community - Salesforce Tutorial

(gentle music) - [Instructor] OK, now we're gonna talk about Help and also the Salesforce Success Community. Anytime you're logged into Salesforce and you need to access the online help, you simply click on the help link here in the top right, right next to the application dropdown menu. That opens up a Help and Training link for Salesforce. If you're already logged into Salesforce, you'll be automatically logged into the Help and Training. And then, from here you can search knowledge articles, best practices, et cetera. And so if you needed help, for instance, on approval processes, you could do a search. And I'm just doing this search as an example, and it comes up with a list of results for you. Top results, here's documentation for how to create an approval process, a lot of different developer documentation as you scroll down, and just a whole lot of page links for additional results. You can narrow that down to be able to see different answers related to approval processes. And these are questions and answers, or Q and A's here, where you see examples of where your search term appears. You can also see the items related to your search term, specifically on the app exchange. And here's just an example of an app on the app exchange called Approval Manager, for instance, or an another one called Approval Analytics. As you can see, there's 1162 results there. Articles related to your search term. You could also get developer related information in the developer forums. And then other options here for training ideas, known issues, marketing cloud, and videos. So there's a lot to search through here. It's also, these other tabs here, beyond Help and Training, you can hit Answers, and that takes you to a section for questions and answers where you can go and do a search, and see if a question that you have similarly has already been answered by someone or not. If you don't find a result, you can post your own question and get answers. You can also access upcoming events through the Success Community through the events tab, such as dreamforce. You can register, that sort of thing. And then, as well, there's a Collaboration tab here in the Success Community where you can collaborate with others. And here's where you get into the Success Community Chatter feed, and you can become apart of different groups. You can join the all dreamforce group, for instance. You can also access Ideas. And here is where people post ideas. And this is based off of the Ideas standard object that is in Salesforce that you may run across from time to time, especially in a service cloud environment. And this is here you can submit ideas to Salesforce for features that you would like to see them enable or enhanced on the platform and open these up to the community to vote on. And you can see some of the ideas that are getting votes or attention, for example. And then there's a section for Featured Groups as well. And these are various success resources where you can joined different groups based on interest. And you see here, you can browse even by product, et cetera. You got groups by region, women, and tech user groups, industry user groups, non-profit user groups, product user groups. And then more links down here, such as known issues, which you may have the occasional known issue. So there's a lot that you can access through the Salesforce Success Community. And once again, that's available at success.salesforce.com. And then as well, you can access the Help and Training, which I mentioned previously. And then I also wanted to show you that you can hit Help and Training either through the Success Community, or if you're logged in, through Salesforce clicking the help link here. And so the Help and Training has the link to the Success Community. It has quick links to Getting Started, has links to documentation. Here's where you would go into technical support. You'd click go here to log a case, for instance, with Salesforce. You may need something enabled in your org, and you would log a case for Salesforce to take care of that for you. There's a section on Lighting Experience and how to get started on that. Release Readiness, and you can join the group related to that so you get alerts on each major release, so you can be prepared for those and preview those in advance and make sure any functionality you've built on the platform is ready for the next release. You can access your billing and invoicings so that if you need to see what you've spent on Salesforce or what licenses you're paying for, you'd go here. There's additional links, scrolling downward, for Salesforce Trailhead, which are guided paths for learning and interactive where you earn badges. And there's also a group for Salesforce developers and a developer library that you can go to from here. There's training and certification, and this is where it would get into helping you find your certification path and registering for an exam and that sort of thing and finding a course, as well, if you want to go onsite somewhere and pay like $3,000 or $4,000 to attend a class. That's usually something that a company would fund for you. Otherwise, you might find yourself in a class such as this that is much more affordable and covers a lot of the same things. But if you like a classroom session and are able to do that, you can research that there. So then there's additional Help and Training that you can explore at your leisure. So Help and Training and the Salesforce Success Community are very helpful resources available to you. So I encourage you to check those out as you have time and as you have questions and even if you find yourself looking for an answer and googling and find yourself googling for an answer, a lot of times, it'll direct you to the Success Community or the help documentation or developer documentation. So you'll be running across this as you progress on the platform. So be sure and make use of these resources.