Hi all,
I would love to connect with someone to get expert coaching. I've followed these steps but can't find where to lock in a session?
- Select My Success Plans from the top navigation.
- Scroll to the Expert Coaching section.
- Select Explore Expert Coaching.
Any help would be amazing!
Hi @David Lobriza,
The Expert Coaching option is available to customers with an eligible Premier or Signature Success Plan.
You can access it from Salesforce Help → My Success Plans → Expert Coaching → Explore Expert Coaching. From there, select the relevant coaching topic and complete the request form to create the coaching request.
If you cannot see the option or the Request button is disabled, first verify that you are logged in with the org that has the appropriate Success Plan entitlement. If you have multiple orgs, switch to the org with the Premier/Signature entitlement and try again.
Hope this helps!
