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 create a portal user in Salesforce? ›

Create portal-only user in Salesforce
  1. Open Contacts from the App Launcher.
  2. Click the New button to create a new contact.
  3. Fill in, at minimum, First Name, Last Name, and Account Name.
  4. Click the Save button. ...
  5. Click the button in the contact header to expand more menu options.
Feb 23, 2024

How to raise a Salesforce support case? ›

How to initiate a chat with Salesforce Support
  1. From www.Salesforce.com/Help, select Contact Support in the top-left corner of the Salesforce Home Page. ...
  2. Log in to your Salesforce Account. ...
  3. Select the Live Chat option on the Contact Support page.
  4. The Live Chat appears in the bottom-right corner of your browser.

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).

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

Which Salesforce training is best? ›

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

How to set up a community portal in Salesforce? ›

Create a community tab
  1. In Salesforce Setup, under Create, click Tabs.
  2. In the Visualforce Tabs area, click New.
  3. From the Visualforce Page list, select Main [cms__Main].
  4. Enter a name for the tab in the Tab Label box.
  5. Enter a unique name for the tab in the Tab Name box. ...
  6. Click in the Tab Style box and select any tab style.

What is a community user in Salesforce? ›

What are community users in Salesforce? Firstly, they are external users who can access your community. You can assign the required permissions to the community users to access records.

How can Salesforce help increase sales? ›

Salesforce allows for easy tracking of individual prospects, including their pain points, expectations, and any other information that might be useful in helping a potential customer along the path to the sale.

How do I create a support process in Salesforce? ›

Required Editions
  1. From Setup, in the Quick Find box, enter Support Processes , and then select Support Processes.
  2. Click New.
  3. In the Existing Support Process list, select Master.
  4. For Support Process Name, enter a descriptive name. ...
  5. Optionally, enter a description for the support process. ...
  6. Click Save.

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

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 support? ›

Chat is fully integrated with the rest of Salesforce, making it easy for you to access all the information you need about your customers in a single workspace.

How do I get clients for Salesforce? ›

Still, we have picked the right, most effective lead generation techniques to help you find businesses looking for Salesforce implementation partners.
  1. Get Client Referrals. ...
  2. Hunt Opportunities in Job Portal Websites. ...
  3. Connect with Salesforce Account Executives (AEs) ...
  4. Identify your niche. ...
  5. Be more present at Salesforce Events.
Mar 15, 2022

How do I access the help portal in Salesforce? ›

If you are not redirected to the help portal automatically, please go to https://help.salesforce.com/s/login/ and click on Click on Trailblazer Login. You will be logged in automatically and redirected to the Help Portal.

Does Salesforce have a training program? ›

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

Does Salesforce have a training mode? ›

Yes, the Salesforce LMS is designed to be simple to use and intuitive. Salesforce users can easily manage training within the Salesforce environment thanks to its seamless integration capabilities with external LMS platforms like MapleLMS.

Top Articles
Latest Posts
Article information

Author: Dean Jakubowski Ret

Last Updated:

Views: 5820

Rating: 5 / 5 (70 voted)

Reviews: 93% of readers found this page helpful

Author information

Name: Dean Jakubowski Ret

Birthday: 1996-05-10

Address: Apt. 425 4346 Santiago Islands, Shariside, AK 38830-1874

Phone: +96313309894162

Job: Legacy Sales Designer

Hobby: Baseball, Wood carving, Candle making, Jigsaw puzzles, Lacemaking, Parkour, Drawing

Introduction: My name is Dean Jakubowski Ret, I am a enthusiastic, friendly, homely, handsome, zealous, brainy, elegant person who loves writing and wants to share my knowledge and understanding with you.