Skip to main content
Build the future with Agentforce at TDX in San Francisco or on Salesforce+ on March 5–6. Register now.

Get to Know Salesforce Success Plans

Learning Objectives

After completing this unit, you’ll be able to:

  • Explain what makes Salesforce Success Plans unique in the industry.
  • Describe the three offerings in the Success Plans portfolio.
  • Explain how Salesforce helps customers excel with the Standard Success Plan.

Salesforce Success Plans

As you may know, Salesforce helps companies connect with their customers in a whole new way. Salesforce uses customer relationship management (CRM) apps across sales, service, marketing, and commerce with trusted artificial intelligence (AI) and data on one integrated platform. But as a company, you might be asking: How can I use these product capabilities to ensure that I turn my vision for Salesforce into value for my business?

The answer: Salesforce Success Plans. With Success Plans, you get expert guidance to help you achieve your business goals.

Success Plans include a combination of resources, guidance, and support from Salesforce experts to help you plan ahead, avoid issues, and learn the best way to bring Salesforce to life. They’re built on the best practices we’ve developed for over 24 years and are driven by the world’s leading Salesforce experts.

Speaking of Salesforce experts, hear straight from the source how our Success Plans bring value to you.

  • Standard Success Plan customers can access self-guided resources from anywhere.
  • Premier Success Plan customers can build a path to success with specialized programs.
  • Signature Success Plan customers can access the most proactive and personalized Salesforce expertise.

In this module, learn the key benefits of Success Plans so you can determine which plan is right for you, and understand how to take advantage of the features we offer for driving adoption and boosting productivity.

Standard Success Plan

The Standard Success Plan is automatically included with every Salesforce product. And you’re already putting your Standard Success Plan to work by being here on Trailhead! Beyond Trailhead, Standard also gives you access to a wide array of other self-guided resources: The Trailblazer Community, Salesforce Help, on-demand how-to videos, and more. You can think of Standard as the ultimate self-starter.

Check out the Salesforce Success Plans and Professional Services Pricing to see feature comparisons and pricing plans side by side so you can compare them in detail.

Now that you know the types of Success Plans that Salesforce offers, discover more about the Premier Success Plan in the next unit.

Resources

Share your Trailhead feedback over on Salesforce Help.

We'd love to hear about your experience with Trailhead - you can now access the new feedback form anytime from the Salesforce Help site.

Learn More Continue to Share Feedback