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Salesforce Success Plans
With innovative tools, guidance, and support, our three levels of Salesforce Success Plans help you achieve your ambitious goals with proven strategies powered by humans with agents.
See how customers of all sizes and industries achieve success with Salesforce.
Get more value from Salesforce and prepare for a future with AI.
Customer success is a top priority at Salesforce. Whether you’re looking for self-guided resources or a personalized partnership, we have a Success Plan that will put you on the path to success.
Set your company up for success with free, always-on resources.
Standard Success Plan
Gain the product knowledge to set up Salesforce and deploy agents for your unique business needs with our free on-demand learning platform.
Maintain a scalable solution and introduce AI agents and new features at your own pace with access to tutorials, sample code, developer guides, and release notes.
Get answers to your questions quickly with help from Agentforce. Watch troubleshooting videos, search Knowledge Articles, and connect with Technical Support when you need it.
Get more value with personalized programs and expedited support.
Premier Success Plan
Connect with Salesforce experts to align your AI goals with product capabilities. Together, create a strategy that outlines detailed recommendations to deploy AI agents and achieve tangible business outcomes.
Enable your teams to be more productive with video tutorials, 90-minute virtual interactive workshops, and personalized individual sessions with Salesforce experts.
Get help with your Agentforce or product needs from our Technical Support team through chat, phone, and case submission. Get a response within 1 hour for business-impacting issues.
Drive innovation with a proactive partnership and the fastest support.
Signature Success Plan
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.
Work with in-house 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.
Get help 24/7, including holidays and weekends, with 15-minute response times for critical business-stopping issues
Then, choose the Success Plan that’s right for your business.
With resources, guidance, and technical support, our three levels of Success Plans help your business get more value from Salesforce and prepare your data for a
future with AI.
Standard Success Plan
Set your company up for success with self-guided, always-on resources.
Included in all licenses
- Access to Knowledge Articles, documentation, and Trailhead
- Global Trailblazer Community
Premier Success Plan
Start strong and grow your business with expert guidance and expedited support.
30% of net license fees
- Expert guidance and product education
- Health checks and recommendations
- Access to 24/7 support for business-stopping issues
- Bundled with Unlimited Edition
Signature Success Plan
Get the most value from Salesforce with a proactive partnership and personalized experience.
Contact your account executive
- Designated Customer Success Manager
- Customer Success Score
- Proactive Monitoring and Key Event Management
- Fastest 24/7 support response times
Learn new skills with free, guided learning on Trailhead.
Hit the ground running with Success Plan tips, tricks, and best practices.
Ready to take the next step with Success Plans?
Talk to an expert and tell us a bit more so the right person can reach out faster.
Salesforce Success Plans FAQ
Success Plans are a combination of resources, guidance, and support. We have three levels you can choose from:
- Standard Success Plan: Access self-guided resources from anywhere.
- Premier Success Plan: Build a path to success with specialized programs.
- Signature Success Plan: Receive proactive and personalized expertise.
As a Salesforce customer, you automatically have access to the Standard Success Plan. To learn more about Premier and Signature, contact your Account Executive to discuss your options and identify the right solution for your goals.
Log in to Salesforce Help, go to “Contact Support” and you will 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.
Check out this full list of included and excluded products.
Yes. All Success Plans provide case and incident support. Hours of operation and target response times vary by Success Plan.