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
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Help & Training portal is your home
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
Online Training
ways to use online training
accessing online training
accessing online training
accessing online training
recommended e-learning course
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Administrators
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Nonprofit Starter Pack resources
powerofus.salesforcefoundation.org
join a nonprofit user group
Join one of
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than 30
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specific user
groups
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world.
http://www.salesforcefoundation.org/user-groups
anytime, anywhere resources
from salesforce.com
appexchange.salesforce.com
 Hundreds of free and paid
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CRITICAL
Critical production issue affecting all users, including system
unavailability and data integrity issues with no workaround available.
Level 2
URGENT
Major functionality is impacted or significant performance
degradation is experienced. Issue is persistent and affects many
users and/or major functionality. No reasonable workaround
available. Also includes time-sensitive requests such as requests for
feature activation or a data export.
Level 3
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System performance issue or bug affecting some but not all
users. Short-term workaround is available, but not scalable.
Level 4
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Inquiry regarding a routine technical issue information
requested on application capabilities, navigation, installation or
configuration; bug affecting a small number of users. Reasonable
workaround available. Resolution required as soon as reasonably
practicable.
support case severity levels
submit a tech support case
submit a tech support case
submit a tech support case
manage a tech support case
manage a tech support case
manage a tech support case
how salesforce.com delivers support
SETUP
USABILITYDEVELOPER
ANALYTICS
& ACTIVATION
CLIENTS
TIER1
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PhoneSelf-Service
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For security reasons, Standard support does not
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Tip: System Admins, customize your Salesforce
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Success Plan Overview for Foundation Customers

  • 1. Get started on the right path. Get the expertise you need, when you need it. Welcome to your
  • 2. Standard Success quick start Contacting Support Accessing Training Help & Training Portal Community Resources
  • 3. Every Salesforce.com Foundation customer gets a Standard Success Plan for online support and training, including: • Access to our "Getting Started" online course catalog • Online assistance through knowledge articles and community resources • Online case submission • Standard 2-business-day response Standard Success is for companies that need standard guidance in getting started with Salesforce. If you need a faster response, 24x7 support coverage, and a comprehensive training solution, we recommend our Premier Success Plans.
  • 4. Help & Training portal is your home      
  • 5. Help & Training portal is your home      
  • 7. ways to use online training
  • 10.
  • 12. recommended e-learning course (log in to your org to access these links) Administrators • Getting Started: Administering Salesforce • Getting Started: Administering the Nonprofit Starter Pack * • Getting Started with Managing Data • + all the End User Trainings • * If you are using the NPSP End Users • Getting Started: Navigating Salesforce • Getting Started with Reports & Dashboards • Getting a Head Start with Chatter
  • 13. Help & Training administrator Sees all cases and training analytics To designate a Help & Training Admin: Sees all cases created by all users Sees all training consumed by all users
  • 14. tracking your organization’s training Remember: Training Analytics is only available to Help&Training Administrators.
  • 15. instructor-led training and certification Customers who were trained by salesforce.com have 52% higher user adoption rates
  • 18. browse Knowledge & documentation Knowledge Base  Hundreds of articles, constantly refreshed
  • 19.
  • 20. What YOU can do in the HUB? • Ask a question • Answer a question • Follow groups • Follow people • Share files • Access Knowledge Articles • Connect and Collaborate with like-minded users
  • 21. Nonprofit Starter Pack resources powerofus.salesforcefoundation.org
  • 22. join a nonprofit user group Join one of the more than 30 nonprofit specific user groups around the world. http://www.salesforcefoundation.org/user-groups
  • 23. anytime, anywhere resources from salesforce.com appexchange.salesforce.com  Hundreds of free and paid apps trust.salesforce.com  System Status  Planned Maintenance developer.force.com  Technical Library, Partners, Blog, Cookbook, Code Share, Boards
  • 25. your support team Account Executive 1-800-NOSOFTWARE Tech Support Log a ticket in Help & Training • pricing information and a quote • to purchase additional licenses or products • technical support – a feature isn’t working as you think it should • critical support, I have an issue that is preventing my operations • • Self-Service and the Community salesforcefoundation.org/help I need:
  • 26. • standard business hours • 2-day response time Technical Support
  • 27. ways to contact standard support For Severity 1 critical issues ONLY, please call us to submit case via phone. For all other issues, Severity 2-4, please go to Help & Training to submit case online. Help & Training Portal
  • 28. Level 1 CRITICAL Critical production issue affecting all users, including system unavailability and data integrity issues with no workaround available. Level 2 URGENT Major functionality is impacted or significant performance degradation is experienced. Issue is persistent and affects many users and/or major functionality. No reasonable workaround available. Also includes time-sensitive requests such as requests for feature activation or a data export. Level 3 HIGH System performance issue or bug affecting some but not all users. Short-term workaround is available, but not scalable. Level 4 MEDIUM Inquiry regarding a routine technical issue information requested on application capabilities, navigation, installation or configuration; bug affecting a small number of users. Reasonable workaround available. Resolution required as soon as reasonably practicable. support case severity levels
  • 29. submit a tech support case
  • 30. submit a tech support case
  • 31. submit a tech support case
  • 32. manage a tech support case
  • 33. manage a tech support case
  • 34. manage a tech support case
  • 35. how salesforce.com delivers support SETUP USABILITYDEVELOPER ANALYTICS & ACTIVATION CLIENTS TIER1 TIER2 TIER3 R&D EXPERTS PhoneSelf-Service CHANNELS
  • 36. For security reasons, Standard support does not assist with password issues what If I can’t log In to Salesforce? – – – Tip: System Admins, customize your Salesforce home page to include your contact details Need Help Logging In? Check out this video