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Signature Success Plan

With the Signature Success Plan, clear a path for Agentforce innovation and run at peak performance with your go-to advocate, specialized programs, and the fastest support.

See how customers of all sizes and industries achieve success with Signature.

Enhance your strategy to confidently drive adoption and AI innovation.

Collaborate with your designated Customer Success Manager who provides proactive expertise and personalized recommendations, and engages with technical experts to address your in-depth Agentforce and product needs.

Partner closely with your CSM to create a roadmap to stay on track with your objectives and goals of using AI and Agentforce to drive operational efficiencies across your organization. Plus, review past recommendations and achievements with your CSM, and realign on next steps for your success.

Enhance your Salesforce success with insights and AI-driven recommendations on product adoption, your team's expertise, and the technical health of your solution.

Learn about Salesforce products and capabilities, including Agentforce, directly from Salesforce experts with live, instructor-led training included with Signature and available for your entire team. Plus, enable your teams to be more productive with 35% off bulk certifications.

Design an effective and scalable platform backed by data and insights.

Get a comprehensive technical analysis of your Salesforce environment with recommendations to minimize errors and increase efficiency with Agentforce for a lasting, healthy solution that evolves with your business.

Work with in-house Salesforce architects to review, maintain, and enhance your Salesforce solution and Agentforce configuration. Address design challenges while uncovering opportunities to maximize technical health and drive business scalability.

Prepare for business impacting events and high-volume traffic during holidays, go-live events, and Salesforce technical releases.

Anticipate and resolve issues with highly skilled technical experts.

Get help 24/7/365 with whatever technical challenge you have, from optimizing system connectivity to scaling with AI-powered solutions. With 15-minute response times for business-stopping issues and a dedicated emergency hotline, trust that we’re here for you and your business.

Stay informed with the most critical insights, 24/7 monitoring of your Salesforce implementation, and customized Smart Alerts tailored to your business needs.

Troubleshoot up to 5,000 lines of custom code, including pro-code Agentforce solutions, with our Salesforce experts to help you resolve any developer challenges.

Mitigate cyber threats and stay compliant with Digital Operational Resilience Act (DORA) incident assistance.

Learn new skills with free, guided learning on Trailhead.

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Signature Success Plan FAQ

As a Salesforce customer, you automatically have access to the Standard Success Plan. Take our assessment to discover the right Success Plan by answering a few questions about your business.

Log in to Salesforce Help, go to Contact Support and you'll see your plan based on the org you are logged in with.

Yes. The majority of our products have an aligned Success Plan. Depending on your business needs, you can have different Success Plans for different Salesforce products.

With Signature, your designated CSM provides personalized recommendations to address your unique Agentforce use cases. Together, you’ll create a roadmap to stay on track with your AI goals. Through various modalities of product education, including virtual instructor-led training, you'll learn Agentforce directly from Salesforce experts and discover best practices for Agentforce success. And with Agentforce Architect Engagements and Developer and Technical Support, you can feel confident that your Agentforce solution is configured properly and running smoothly.

Proactive Monitoring tracks 50+ key implementation health metrics, providing Smart Alerts for inefficiencies, performance issues, and errors. It offers tailored diagnostics, prescriptive recommendations, and automatic support case creation. Proactive Monitoring Engineers will analyze the root cause of the alert and provide you with the details.

The Salesforce Customer Success Score is a simple and comprehensive measure of a customer's success. It's curated from specific signals gathered from various data sources and scored using an intuitive absolute scoring model. The Score is divided into three categories: Product Adoption, Customer Expertise, and Technical Health, which are proven indicators of your success.