1. Submit a New Support Case
Click the “Contact Us” button.
Fill out the support form:
Subject – Short summary of your issue.
Description – Detailed explanation of the problem.
Your Email and Your Name.
Category – General type of issue (e.g., Setup, Orders).
Subtype – More specific type of issue.
Priority Level – Choose how urgent the issue is (e.g., Low, Medium, High).
Organization ID – Paste your Salesforce Org ID.
Click Submit to raise the support case.
2. View and Manage Existing Cases
Click the Login button on the portal.
Log in using your Salesforce account.
Go to the My Cases page:
View a list of all open and closed support cases.
Click on any case to view full details.
Use the Add Comment function to send additional notes or updates to the support agent.
3. Update or Close a Case
Update Priority:
Click the Update Priority button.
Choose a new priority level and provide a reason for the change.
Upload Files:
Use the Upload Files button to attach screenshots or other helpful documents.
You can also view any files sent to you by the support agent.
Close a Case:
- If the issue is resolved, click the Close Case button to notify support that the case is no longer needed.