Get to Know Salesforce Success Plans
Learning Objectives
After completing this unit, you’ll be able to:
- Explain what makes Salesforce Success Plans special in the industry.
- Understand the three offerings in the Success Plans portfolio.
- Understand how Salesforce serves customers with the Standard Success Plan.
Introducing Salesforce Success Plans
You know that Salesforce Customer 360 is the most powerful technology on the planet. But now you may be asking: How can I harness all that power and ensure that I turn my vision for Salesforce into value for my business?
The answer: Success Plans. With Success Plans you get the confidence and trust that you can achieve your goals with Salesforce — and you’ll start seeing results fast.
And here’s what sets us apart: Unlike competitors who just provide support plans to fix things after they go wrong, we’re here to help you plan ahead, avoid issues, and learn the best way to bring Salesforce to life. Meaning, our Success Plans include a unique, industry-leading combination of both guidance and support. Plus they’re built on the best practices we’ve developed over more than 23 years and are driven by the world’s leading Salesforce experts. Speaking of Salesforce experts, let's hear straight from the source how our Success Plans bring value to our customers.
Throughout this module, you will learn the key benefits of Success Plans, get a sense of which plan is right for you, and understand how to take advantage of these features to drive adoption and boost productivity.
Here’s a quick look at the three plans side by side, so you can compare.
| STANDARD | PREMIER | SIGNATURE | ||
|---|---|---|---|---|
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VALUE ORCHESTRATION
|
Technical Account Manager |  |
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| Customer Succes Score | |
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TECHNICAL HEALTH
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Key Event Management and Go-Live Planning | |
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| 24x7 Monitoring, Early Warnings, and Remediations | |
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| Architecture Guidance | |
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| Annual Technical Health Review (e.g., Code, Security, Performance) | |
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| Health Checks and Recommendations | |
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|
ADOPTION
|
Personalized 1-to-1 Onboarding Workshops | |
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| Guided Onboarding* and Getting Started Expert Coaching Programs | |
|
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| Adoption Guidance |
Self-serve videos
|
Expert-led Coaching Programs
|
Personalized
|
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| Self-Guided Digital Resources | |
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|
EXPERTISE
|
Setup and Configuration Best Practices | Self-serve videos | Expert-led Coaching Programs | Personalized |
| Salesforce Maturity Assessment | |
|
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| Planning for Change and Organizational Best Practices |
Self-serve videos
|
Expert-led Coaching Programs
|
Personalized
|
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| Trailhead Academy Public Classes and Bulk Certifications |
25%
|
35%
|
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| Trailhead, Salesforce Help, Community, and Recommendation Maps | |
|
|
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| Office Hours | |
|
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|
RESOLUTION
|
Technical Support | Online case submission. Response: 2 days during local business hours |
Access 24/7/365 Response: 1 hour business-stopping issues. Online case submission, chat, phone. Developer Support: Custom code Troubleshooting. |
Access 24/7/365 and 911# Developer Support: Custom code optimization and deployment guidance. Highest level of support expertise and highest touch resolution. |
*Currently available for select clouds
View Details on Included & Excluded Products
Learn how to take advantage of these features from the Salesforce Success Plans Resources.
Standard Success Plan
We won’t be spending too much time on the Standard Success Plan. Why? Because Standard is automatically included with each Success Plan. And the fact is, you’re already putting your Standard Success Plan to work by being here in Trailhead! Beyond Trailhead, Standard also gives you access to a wide array of self-guided resources: Trailblazer Community, Salesforce Help, on-demand how-to videos, and more. Really, you can think of Standard as the ultimate self-starter.
That’s all for this unit. Take the quiz below and get ready to tackle Premier Success Plan.
