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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 Success Plan offerings.
  • Explain how the Standard Success Plan helps customers excel.

Salesforce Success Plans

Salesforce helps companies connect with their customers, employees, operations, and agents in a whole new way. Salesforce offers one trusted, unified platform that connects data, AI, and Customer 360 apps to scale, boost productivity, and deepen customer relationships. But as a company, you might be asking: How can I ensure that I turn my vision for Salesforce into value for my business?

The answer: Salesforce Success Plans, which give you the expert guidance and support to achieve your goals.

Our three levels of Success Plans include a combination of innovative tools, 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 best practices we’ve developed for over 25 years and are driven by the world’s leading Salesforce experts.

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

Choosing the right Success Plan for your business is a lot like choosing the right gym membership–it all comes down to how you want to achieve your goals.

  • The Standard Success Plan is a lot like people who take their workouts into their own hands–working out in the garage, hitting the treadmill or playing a pick-up game of wheelchair basketball at the local gym. Standard customers set their company up for success with free always-on resources and essential support for all their needs.
  • The Premier Success Plan is for people that stay motivated with workout classes. They like the structure, the guidance, and even some of the 1:1 attention they get from a trainer after class. Premier customers can start strong with Salesforce and discover new ways to get more value from it every day with personalized programs, expert guidance, and expedited support.
  • The Signature Success Plan is for people who like a personal trainer to help them meet their fitness goals. The tailored workouts, custom meal planning, and data insights help you stay on track. Signature customers can clear a path for Agentforce transformation and run at peak performance with a go-to advocate, specialized programs, and the fastest support.

In this module, learn the key benefits of each Success Plan so you can determine which one is right for you, and understand how to take advantage of the features to drive adoption and boost productivity.

Let’s start with the resources and support options that are available to all customers for free.

Standard Success Plan

The Standard Success Plan is automatically included with every Salesforce product. And you’re already putting it to work by being here on Trailhead! Beyond Trailhead, Standard also gives you access to a variety of other self-guided resources: The Trailblazer Community, Help Agent, on-demand how-to videos, and more. Additionally, Agentblazer Status helps customers enhance their skills and deploy Agentforce to address their business needs. Think of Standard as the ultimate self-starter plan, great for people who like to take their success into their own hands.

Help Agent

Salesforce redefines technical support with autonomous AI assistance through the Help Agent available on help.Salesforce.com. Powered by Agentforce, all Salesforce customers and partners receive immediate, relevant, and context-aware guidance 24/7. Currently, 66% of customer inquiries are resolved by Agentforce, significantly improving self-help success. Customers can access their Success Plan features, review personalized recommendations tailored to their products, and use the Salesforce Help portal, which serves over 60 million visitors annually. Check out Salesforce Success Plans pricing to see feature comparisons and pricing plans side by side so you can compare them in detail.

If you are a Salesforce customer and aren’t sure which Success Plan you have, check the My Success Plan page to access all your features in one easy-to-find location. Now that you know the types of Success Plans that Salesforce offers, next you’ll learn about the Premier Success Plan.

Resources

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