Getting Salesforce Help Fast - dummies

By Liz Kao, Jon Paz, Matt Kaufman, Tom Wong

Part of For Dummies Cheat Sheet

You have so many ways to navigate Salesforce that you probably don’t need much help getting around the application. If you get stumped, though, get help fast with these techniques:

  • Contact your system administrator.

  • Click the Help for This Page link on most Salesforce pages to access the help guide specifically geared to the page you’re on.

  • For general support from within Salesforce, click the Help link on the Home page, and type some keywords related to your question into the Search bar. You get a list of suggested articles that include Help topics.

  • To seek opinions from others in the community, search or post a question in the Salesforce Success Community.

  • Another medium for feedback from the tech community at large is Twitter. If you’re already a Twitter user, use the #askforce hashtag in your tweet to shout out your question.