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Salesforce Success Plans: Support Levels & Options | Salesforce AP
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Astro in a robot outfit standing in front of a chart showing additive nature of the features across Standard, Premier, Signature success plans. [Astro in a robot outfit standing in front of a chart showing additive nature of the features across Standard, Premier, Signature success plans.]

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.

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

Make-A-Wish [Make-A-Wish]
Southwest Airlines [Southwest Airlines]
Vonage [Vonage]
Paris Olympics [Paris Olympics]
World Economic Forum [World Economic Forum]

Get more value from Salesforce and get AI-ready for the future.

Customer success is a top priority at Salesforce. Whether youre 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.

Learn about the Standard Success Plan

Trailhead

Gain the product knowledge to set up Salesforce and deploy Agentforce for your unique business needs with our free on-demand learning platform.

Trailhead module [Trailhead module]

Developer Documentation

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.

Developer Documentation [Developer Documentation]

Salesforce Help

Get answers to your questions quickly with Agentforce on Help. Watch troubleshooting videos, search Knowledge Articles, and connect with Technical Support when you need it.

The search prompt on Salesforce help is displayed, waiting to help you answer questions. [The search prompt on Salesforce help is displayed, waiting to help you answer questions.]
Trailhead module [Trailhead module]
Developer Documentation [Developer Documentation]
The search prompt on Salesforce help is displayed, waiting to help you answer questions. [The search prompt on Salesforce help is displayed, waiting to help you answer questions.]

Get more value with personalised programmes and expedited support.

Learn about the Premier Success Plan

Onboarding

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.

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Expert Coaching

Enable your teams to be more productive with personalised guidance on any topic in 1-to-1 sessions with Salesforce experts. Gut check your ideas and validate your solution or decision before you get started.

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Expedited Technical Support

Get live 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-impacting issues.

A customer is visibly happy with their access to expedited technical support as part of Premier Success Plans. [A customer is visibly happy with their access to expedited technical support as part of Premier Success Plans.]
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A laptop screen displays the Expert Coaching sessions webpage. [A laptop screen displays the Expert Coaching sessions webpage.]
A customer is visibly happy with their access to expedited technical support as part of Premier Success Plans. [A customer is visibly happy with their access to expedited technical support as part of Premier Success Plans.]

Drive innovation with a proactive partnership and the fastest support.

Learn about the Signature Success Plan

Customer Success Manager

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.

A customer and their Customer Success Manager shake hands on their newest engagement. [A customer and their Customer Success Manager shake hands on their newest engagement.]

Specialised Architect Reviews

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.

Astro points to the three pillars of the Well Architected framework, trusted, easy and adaptable. [Astro points to the three pillars of the Well Architected framework, trusted, easy and adaptable.]

Fastest Technical Support

Get help 24/7, including holidays and weekends, with 15-minute response times for critical business-stopping issues

A customer service agent provides 15-minute response time for a Signature Success Plan customer. [A customer service agent provides 15-minute response time for a Signature Success Plan customer.]
A customer and their Customer Success Manager shake hands on their newest engagement. [A customer and their Customer Success Manager shake hands on their newest engagement.]
Astro points to the three pillars of the Well Architected framework, trusted, easy and adaptable. [Astro points to the three pillars of the Well Architected framework, trusted, easy and adaptable.]
A customer service agent provides 15-minute response time for a Signature Success Plan customer. [A customer service agent provides 15-minute response time for a Signature Success Plan customer.]

Expert support at every stage

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
Learn more

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
Learn more

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 more

Learn new skills with free, guided learning on Trailhead.

Hit the ground running with Success Plan tips, tricks and best practices.

4 Steps to Achieve Success with Agentforce [4 Steps to Achieve Success with Agentforce]
Guide

4 Steps to Achieve Success with Agentforce

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Session

Accelerate the Adoption of AI Across Clouds

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Blog

How To Be an Agentblazer and Drive Agentforce Success With AI Certifications

Read the blog
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Datasheet

Achieve your workplace efficiency goals with Agentforce using innovative tools, guidance and support.

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See all resources
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Ready to take the next step with Success Plans?

Tell us a bit more so the right person can keep in touch faster.

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Salesforce Success Plans

What are Salesforce Success Plans?

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.

How do I know which Success Plan is right for my business?

As a Salesforce customer, you automatically have access to the Standard Success Plan. Contact your Account Executive to discover the right Success Plan for your business.

How do I know which Success Plan I have?

Log in to Salesforce Help, select "My Success Plan" in the top navigation bar, and you'll see your plan based on the org you are logged in with.

Can Success Plans be purchased for a subset of products?

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.

What products are included and excluded with Success Plans ?

Check out this full list of included and excluded products.

Do all Success Plans provide case and incident support?

Yes. All Success Plans provide case and incident support. Hours of operation and target response times vary by Success Plan.

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