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Salesforce Success Plans
With innovative tools, guidance and customer support, our three levels of Salesforce Success Plans help your business 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 get AI-ready for the future.
Customer success is a top priority at Salesforce. Whether you’re looking for self-guided resources or a personalised partnership, we have a Success Plan that will put your business on the path to success.
Set your company up for success with free, 24/7 resources.
Gain the product knowledge to set up Salesforce and deploy Agentforce for your unique business needs with our free on-demand learning platform.
Maintain a scalable solution and introduce Agentforce 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 with Agentforce on Help. Watch troubleshooting videos, search Knowledge Articles and connect with Technical Support when you need it.
Get more value with personalised programmes and expedited support.
Connect with Salesforce experts to align your AI business goals with product capabilities. Together, create a strategy that outlines detailed recommendations to deploy Agentforce and achieve tangible business outcomes.
Enable your teams to be more productive with video tutorials, 90-minute virtual interactive workshops and personalised sessions with Salesforce experts, including 1-to-1 Agentforce consultations.
Get 1-to-1 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-affecting issues.
Drive innovation with a proactive partnership and the fastest support.
Collaborate with your designated Customer Success Manager who provides proactive expertise and personalised 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 maximise 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 licences
- 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 licence 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 personalised experience.
Contact your account executive
- Designated Customer Success Manager
- Customer Success Story
- 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?
Tell us a bit more so the right person can keep in touch faster.
Salesforce Success Plans FAQs
Salesforce 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 specialised programmes.
- Signature Success Plan: Receive proactive and personalised expertise.
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 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.