Customer portal: Salesforce.com Customer Portal provides customers with an online channel to communicate with customer executives and solve their issues. A product available for Salesforce Not-For-Profits as well. £1650 /month. Every Salesforce.org customer has access to a Standard Success plan. Partner Portal:-Partner Portal is to support your Partners. Increase the return on your investment in Salesforce with Success Plans. Salesforce connector uses local Windows machine internet settings to connect to the internet. All you need to do is follow these simple instructions below. To update the case, click “New” on the case comments related list or attached a file using the attach a file button. We have a link on our website to take people to our support portal (which is the salesforce support portal). Salesforce customers report 37% more sales revenue, 45% higher customer satisfaction, 43% better marketing ROI*. Email/Phone Support/Portal. Partner Portal:-Partner Portal is to support your Partners. We want this feature as well for our support portal. You can empower your customers with Communities by Service Cloud. Login to your Support portal Customer Account. Right now SalesForce will not let a systems administrator see their own portal. You might also want to check http://trust.salesforce.com/trust/status/ to check if salesforce.com is having issues on your instance (what instance am I on?). To manage a technical support case, open the Help & Training portal and go to the “My Cases” gadget. Self-Service portal:- Self-Service provides an online support channel for your customers – allowing them to resolve their inquiries without contacting a customer service representative.. Channeltivity’s integrations with Salesforce requires the use of the Salesforce API, which is available standard as part of Salesforce Enterprise Edition and can be activated at additional cost for Salesforce Professional Edition. When a new connection is configured a test is performed the following will happen: Is Salesforce reachable? The easiest way to do that is to use the official links that we have provided below. PLATINUM. Click here to open the Support Overview. However, there is a much easier way. These IDs exist in 15-character or 18-character formats and are stored in the id field of any Salesforce objects. By: Nansi Kela On: November 28, 2016 Customer Portal:- A Salesforce.com Customer Portal is similar to a Self-Service portal in that it provides an online support channel for your customers allowing them to resolve their inquiries without contacting a customer service representative. Role Setup In order for Tenfold to update task records (i.e. TRY NOW. Customers are being encoiuraged to open cases only through support portal rather than email in. Self-Service portal:- Self-Service provides an online support channel for your customers – allowing them to resolve their inquiries without contacting a customer service representative.. What alternatives can we provide customers to this effect? To ensure the quickest answer to your question, include: details on exactly what you are trying to do and what you have tried; details on any Apps that might be involved in your issue; and any other specifics that will help the technical support agent get your question routed the correct way. Step 7 – If you are still having issues, and cannot access your account, please feel free to contact us and we will be happy to help you as soon as we can. 50 Hours Support. Self-Service portal 2. Salesforce Customer Secure Login Page. Login to your Salesforce Customer Account. By Salesforce.org | August 18, 2013 | User Tips and Tricks | Uncategorized. Step 4 – If you still cannot access the site, you can clear your cache and cookies. When you click “Next” to submit the case form, you may see a list of suggested Knowledge articles related to your issue. Portal issue, please let us know by contacting portal support ... Technical Support Portal Login Here > Follow Us Home > Solutions > By Integration > Salesforce Integration We … Portals overview in Salesforce:- There are 3 types of Salesforce.com Portals. Nonprofits Exceeding Goals During the Pandemic, Wayne Brady and Pitbull Headline Trailblazers Together on Dec. 9, New Higher Ed Research Details Effects of Pandemic, http://trust.salesforce.com/trust/status/, How Malala Fund’s Innovative Grantmaking is Revolutionizing Education for Girls, 3 Misconceptions about Supporter Acquisition, How Open Door Legal is Using Tech to Make Legal Aid Universally Accessible, The Case for Prioritizing Corporate Purpose, 7 Ways This Nonprofit Digitized its Mission to Promote Interfaith Diversity. To inquire about pricing for Premier Success, please call 1-800-NOSOFTWARE and ask to talk to your Account Executive. Edit the portal tip sheet and distribute it to customers. Once you submit a case through the Help and Training portal, salesforce.com uses what they call skills-based routing to ensure cases go to the right experts. If those articles don’t answer your question, and you still need to submit the case, click “Submit” and salesforce.com technical support will respond via email within 2 business days. For instructions on how to use the customer portal click here. Manager Support. Portal changed the login page? Create a Customer Portal by integrating Salesforce with WordPress - a secure way to connect with your customers. Email Support/Portal. The details you provide will help salesforce.com prioritize your case. Just curious - why does Salesforce think this is not important enough to fix? Public solutions will consist entirely of solutions that your Customer Support team has created in Salesforce. To submit a technical support case, go to the Help and Training portal and click the “Contact Support” link located on the upper right hand side of the home page. The 15-character SFDC ID can be converted into an 18-character format. Take a tour *Average improvements reported by salesforce.com customers in our Salesforce.com Customer Relationship Survey conducted March 2013, by an independent third-party Confirmit Inc., on 5,200+ customers randomly selected. The Help & Training portal is available 24×7. Salesforce Support MANAGED SERVICES FOR SALESFORCE. The salesforce.com Standard Success plan includes access to salesforce.com technical support with a 2-business-day response time for support cases logged via the Help & Training portal. We keep all of our links up to date at all times. Step 1 – Go to the Salesforce Support Portal official login page via our official link below. Step 5 – Turn off any Virtual Private Network (VPN) that you may be using. Please provide a better support portal with more advanced functionality. You also get access to community-based best practices and web-based support to help solve technical issues: Access to "Getting Started" e-learning training courses Developer Support. Step 1 – Make sure that you have an active and reliable internet connection. phone calls logged to Salesforce) and properly set relationships, the API user must be higher in the role hierarchy than users of the Tenfold integration. salesforce help; salesforce training; salesforce support. SILVER; GOLD; PLATINUM; SILVER. Get the support you need with Tableau Training, Certification, product support and consulting services. If you have a technical issue or error, you can also get support through the Help Portal.The Help Portal is the Salesforce technical support resource center. Step 2 – Ensure that you typed your details correctly. What Is the Help Portal? You have access to always-on resources like Trailhead and the Trailblazer Community to help you quickly find solutions. Self-Service portal 2. The salesforce.com Standard Success plan includes access to salesforce.com technical support with a 2-business-day response time for support cases logged via the Help & Training portal. Now comes with drag and drop page builder. Partner Portal 3. 24 Hours Response Time. Portals overview in Salesforce:- There are 3 types of Salesforce.com Portals. Connect with salesforce.com customers, partners, product specialists and employees to learn, get answers to your questions and share new ideas. Because we don't have this feature, our support department runs 1 entire web server just to manage that DNS/URL redirect. With Partner Success Plans, we help grow your business by accelerating customer deployment, increasing user adoption and productivity, and maximizing customer ROI. After you click on the link, it will open in a new tab so that you can continue to see the guide and follow the troubleshooting steps if required. That can cause unexpected errors such as timeouts. we have internet access, but no one can successfully login to our Salesforce ORG), please call 1-800-NOSOFTWARE to speak a representative directly. Just click the “Contact Support” link to access the phone numbers. Salesforce CRM Customer Portal Documentation HUNGARIAN Salesforce CRM Customer Portal Documentation Chinese ( 客户支持门户使用指南 ) View article in the Exlibris Knowledge Center When data is to be fetched from Salesforce, the connection usually goes encrypted using SSL. This portal is separate from the Salesforce Help and Training portal and is specific for B2C Commerce Support cases. Fiorano Salesforce Integration Solution enables users to connect and synchronize data from Salesforce to any combination of on-premise and/or SaaS applications. GOLD. We will go through the troubleshooting guide, here. Please report and one of our moderators will replace it ASAP. 30 Hours Support. Providing there is no one that can not see your password around. In the rare case where you run into what we call a “Severity 1 critical production issue” (eg. Support portal Customer Secure Login Page. Partner success is a top priority at Salesforce. Via phone: Get phone support in English 24/7 for severity level 1 issues. 1. Connect with salesforce.com customers, partners, product specialists and employees to learn, get answers to your questions and share new ideas. Customer Portal. While it is rare that people need to follow our troubleshooting guide, there are some instances in which you need to. The Standard Success plan is for organizations that need standard guidance in getting started with Salesforce. For most issues, you can submit a case online using the Help & Training portal as described above. Are you trying to login to Salesforce Support Portal? If you need a faster response, 24×7 support coverage, and a comprehensive training solution, we recommend a Premier Success plan. It seems to be cecause Customer Portals are setup under one profile while Sytems Administrators operate under the Salesforce profile. The SFDC (salesforce.com) ID is a unique identifier of any records located in Salesforce organizations. So, if you ever need to login to Salesforce Support Portal again, you can rest assured that we will have the most up to date and official links available. When you encounter a challenge using Salesforce, you’re never alone. Customer Portal. General Information. Are the username and password correct? If there is an option for viewing your password, use it. Did you know that Salesforce.org offers product discounts and donation program for nonprofit and higher ed institutions!? Login to your CRD Support Customer Account. Click on the View All Cases link. To begin integrating your Channeltivity partner portal with Salesforce, you'll need to follow the steps listed below. Channeltivity then updates a special set of Channeltivity-specific fields within the Salesforce Lead record with data from the corresponding Lead within Channeltivity. Salesforce customer portal is an interface that is useful to provide support to your customers, help them solve issues about your products/services thereby better overall user experience. Salesforce sells us (Enterprise Customers) very functional customer portals but only provides a VERY VERY basic portal when we log issues with them. If your organization requires whitelisting of IPs to access the Salesforce API, please consult the Tenfold Support Center. CRD Support Customer Secure Login Page. You can call Salesforce tech support during local business hours, five days a week. Every Salesforce.org customer has access to a Standard Success plan. £4200 /month. We use three kinds of cookies on our websites: required, functional, and advertising. You’ll get a list of all your cases, and then you can select a case to see more details. Instead, Tier 3 Support says, we have removed this feature and hidden the non-working buttons. Step 2 – Simply login with your login details. Contact Us. Your support can work more productively and customers don't need to wait to get their answers. They help to streamline communication and provide easy and fast solutions. Step 6 – If you are not using VPN and you have a good connection, you may have forgotten your password. The goal of this document is to introduce the Support Portal (SalesForce) and provide guidance for using the interface. Find our guide of how to do that on the most popular browsers, here. TRY NOW. £2300 /month. Give your customers the self-service portals, discussion forums and access to the answers they need quickly, anytime, and from their laptop, tablet or mobile device. The Foundation offers Premier Success at a deep discount to our customers. Building and Publishing Public Solutions Using your Customer Portal, your customers will be able to search public solutions to find answers to their questions and problems. 1-800-NO-SOFTWARE 1-800-667-6389 One Market St. Suite 300 San Francisco, CA, 94105 United States Fill out the “Open a Case” form completely including the questions on business impact. Further it is not possible to roll the Customer Portal Profile privileges under those os a … How do I access the Support Portal? Read our whitepapers and testimonials. Step 3 – Make sure your CAPS LOCK is off. The phone numbers are listed in the Help & Training portal. Then click the “Open a Case” button. How to Enable Customer Portal & Self Registration. A lot of websites will offer you convoluted ways about doing it. For all other issues, get phone support Monday through Friday during normal business hours, excluding holidays. They use a tiered model, so simple questions start at Tier-1 and progress based on case complexity. Some sites will block specific country or place IP addresses. 16 Hours Response Time. Follow the recover your password instructions here. Salesforce Leads and Opportunities are either a) marked for export and then pulled into Channeltivity or b) manually imported using Channeltivity's managed Salesforce package. Partner Support Overview. Partner Portal 3. Every Salesforce.org customer gets the Salesforce Standard Success Plan, which includes access to the Help & Training portal including Salesforce documentation and basic online training. 1. The following will happen: is Salesforce reachable a good connection, you 'll need to do that is introduce... 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