How to Get Help in Salesforce

Part of the Salesforce.com For Dummies Cheat Sheet

Salesforce.com is a helpful and efficient tool that can help manage your customer relationships, and CRM, or customer relationship management, is what business is all about these days. But what happens when you need help managing Salesforce.com? Make use of the tips in this list to get back to managing your customers with ease:

  • Contact your system administrator. If you’re the administrator, proceed to the next point.

  • For reinforcement training, click the Help and Training link in the top-right corner, and then click the Training tab in the window that appears.

  • For help documentation, click the Help link on most pages of Salesforce page or the Help and Training link to access the help guide.

  • For general support, click the Help and Training link, and type keywords related to your question into the Search bar. You’ll get a list comprised of suggested solutions that include Help topics.

  • If all else fails, click the Help and Training link, then click the Support tab. On the Support tab, click the Find Solution button to search the knowledge base or click the Log a Case button to initiate a formal inquiry.

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