Quick summary
This demo walks you through the end-to-end process of creating a support case in Salesforce using the built-in Salesforce Help portal, from accessing the help menu to submitting the completed case form. It covers identity verification, support type selection, and case submission in a few guided steps.
Steps
- Click the '?' icon at the top-right of your dashboard to open the help menu.
- Select 'Salesforce Help' from the dropdown menu.
- Click 'Confirm' to proceed to the Salesforce Help portal.
- Complete the OTP identity verification steps shown on screen by Salesforce.
- Select 'Get billing & tech support' from the available support options.
- Click 'Contact Support' in the top-right area of the support page.
- Click 'Create a Case' to open the case submission form.
- Fill in the case form with all required details about your issue.
- Click the 'Create Case' button at the bottom of the form to submit your case.
