Get Started with Salesforce Customer Success

Learning Objectives

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

Describe how Salesforce approaches customer success.
Explain how Salesforce Customer Success can help you achieve your goals.
Know where to find success and support resources.

Guidance for a New Business Landscape

The way we work has changed. To stay competitive in this new era of AI and automation, companies need to be more efficient, productive, and cost-effective. We want our customers to succeed, so we focus on ensuring they have the right resources, and the right expertise, at the right time.

As a customer-focused company, we celebrate people who put their customers at the center of their business. People who inspire others by transforming the customer experience, growing their careers, and driving change and innovation are what we call Trailblazers. You can be a Trailblazer too, and Salesforce Customer Success is here with the expertise and resources to be your guide to sustainable success.

Get to Know Salesforce Customer Success

At Salesforce, everything we do is guided by our core values–and Customer Success is one of them. Companies make a big commitment when they go with Salesforce, but technology alone will not deliver success. That’s why there’s an entire ecosystem to support our customers. It is made up of Salesforce Customer Success, Trailhead, the Trailblazer Community, and our partners.

Our core values help us align with our customers so we can achieve more, together:

Trust. Your success is our success. We’re committed and accountable to your success, so you can trust us to help you achieve your goals.
Customer Success. Everything we do, and every expert in our ecosystem, is dedicated to helping you achieve success, every day.
Innovation. Salesforce powers the world’s most innovative companies, and we share the insights and best practices from those cutting-edge implementations across our ecosystem.
Equality. Every customer benefits from our ecosystem’s accumulated knowledge and expertise—and we’ll guide you to the right always-on resources, so every customer has the tools to see value with Salesforce.
Sustainability. We lead boldly to address the climate emergency, bringing the full power of Salesforce to accelerate the world's journey to net zero.

Salesforce values emblazoned on a wooden shield

Explore solutions that drive success.

With Salesforce Customer Success, you get the help you need to adopt new technologies, overcome obstacles, set goals, or even change the way you do business. Customer Success is about sharing accountability and delivering guidance the way you want it. There are a variety of ways to engage with Customer Success, tailored to your needs and goals.

Success Plans

From start to scale, your success is our commitment. With resources, guidance, and support, our three levels of Success Plans help you get more value from Salesforce and prepare your data for a future with AI:

Standard Success Plan: Set your company up for success and get value with self-guided, always-on resources. Explore knowledge articles and release documentation with best practices to help you set up Salesforce products and use CRM, data, and AI features to achieve your business goals. Build the skills your team needs with Trailhead, and submit cases online with technical support when you need help.

Premier Success Plan: Start strong, grow your business, and get more value from Salesforce with expert guidance and expedited support. With features like expert coaching, product education, and 24/7/365 technical support, get the answers you're looking for and the skills you need to grow and drive tangible business results.

Signature Success Plan: Get the most value from Salesforce with a proactive partnership and personalized experience. Collaborate with your designated Customer Success Manager, gain recommendations and insights from your Customer Success Score, and get the fastest support from our Salesforce-certified experts.

Professional Services

Get a tailored roadmap, a stronger and more flexible platform, and gain access to faster innovation. With over 10K Salesforce consultants and experts, we have unrivaled Salesforce experts and global delivery capabilities that allow for follow-the-sun development:

Strategy & Roadmap: Establish the right foundation for long-term success with strategic planning. We’ll help you align on a vision, develop a transformation strategy, and build an actionable roadmap.
Prototype: Build confidence in Salesforce product capabilities within your environment. We’ll work with you to prove functionality and features, mitigate and minimize risk, and validate business value and impact.
Implement: Deploy the full power of your Salesforce platform across your entire business. We partner with you to prioritize key business outcomes, design a scalable architecture and launch your implementation.
Run & Innovate: Drive ongoing transformation to elevate your capabilities and experiences. We partner with you to embed leading governance, improve experiences and adoption, and continuously realize value.
Expert Services: Engage Salesforce experts to address critical business objectives at any time. We help you access skill sets for your needs, get unrivaled Salesforce expertise, and extend your teams with speed.

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