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

As you may know, Salesforce helps companies connect with their customers in a whole new way. Salesforce offers customer relationship management (CRM) apps across sales, service, marketing, commerce, and more 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 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 the 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 our Success Plans bring value to you.

• Standard Success Plan customers can set their company up for success with free always-on resources and essential support for all their needs.
  
• Premier Success Plan customers can start strong and discover new ways to get more value from Salesforce every day with personalized programs, expert guidance, and expedited support.
  
• Signature Success Plan 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, you 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 we offer for driving adoption and boosting 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 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, Ask Agentforce on Salesforce Help, on-demand how-to videos, and more. You can think of Standard as the ultimate self-starter.

Ask Agentforce on Salesforce Help

Salesforce redefines technical support with autonomous AI assistance through the Salesforce Help portal. Powered by Agentforce, all Salesforce Success Plan customers receive immediate, relevant, and context-aware guidance 24/7. Currently, 83% of customer inquiries are resolved by Agentforce, significantly improving self-help success. Customers can access personalized recommendations tailored to their products, Success Plan, and journey through the Salesforce Help portal, which serves over 60 million visitors annually. Additionally, free, always-on resources like Trailhead training and live instructor-led sessions help customers enhance their skills and deploy Agentforce to address their business needs efficiently.

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

• Salesforce Help: Salesforce Success Plans Overview
• Trailhead: Trailhead Homepage
• Trailblazer: Trailblazer Community
• Salesforce Help: Salesforce Help Homepage
• Salesforce Site: Customer Success Events: Event Calendar