FAQs

If you need to transfer data to or from Salesforce, you can use the Data Loader guide to help you out. This guide will step you through the process of importing and exporting data to update records in Salesforce.

Salesforce Org Access
Before you start, consider whether Salesforce support needs to be granted account login access for the organization you seek support for. To grant account log in access:

1. Log in to Salesforce.

2. In the upper right, click your image (avatar) and then click Settings.

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3. In the "Quick Find" search field, enter "Grant" and click Grant Account Login Access.
   
   

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4. Set the Access Duration option to Salesforce.com Support. 
   

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   Note: It is recommended to set the Access Duration to one month for technical escalations. It can be extended later if needed. 

5. Click Save.

Once you are logged in, click the ? icon in the main toolbar. Select Get Support.

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You may receive a redirection notice to another URL, click Confirm.

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You may receive an access permission message, click Allow to continue.

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Creating the Case

1. The Salesforce Help landing page will load. Click on the Create a Case button to start completing the case form as follows:
   
   

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2. Fill in the Subject and Description.
   ·  Subject: Provide a summary of the issue

   · Description: Describe the issue, providing detail about any third party products involved, error messages encountered and steps to reproduce the issue. After waiting a few seconds, a menu will appear for which product and topic is most relevant to your case. If you don’t find the correct one, select Pick a Different Product/Topic. For advice on selecting the best product and topic, refer to the Salesforce Partner Support Cases in Help & Training.
   
   

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   Collaborators: enter your email address here so you can receive the updates to the case.

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Files: attach any files to provide further information, then click Create Case.

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