Request an Expert Coaching Individual Session

Expert Coaching are specialized individual engagements where you can connect directly with a Salesforce expert on any topic or Cloud. They're designed to help you get more value from Salesforce, faster, with personalized guidance that are specific to your business use cases, challenges, and objectives. 

Expert Coaching can be accessed on the My Success Plans page on Salesforce Help  through the Expert Coaching Catalog. The list of topics is always expanding to address your needs.

Customers with either a Premier Success Plan or Signature Success Plan can request an individual Expert Coaching. 

Standard Success Plan customers should contact their Account Executive for assistance in booking Individual Expert Coaching.

Step 1:  Log in to your Trailblazer account using your Salesforce credentials.  

Step 2: From the Salesforce Help page, select “My Success Plans” at the top of the navigation bar.

Once selected, you will see a customized page based on the Success Plan for your organization.  The image below shows the view for our Premier Success Plan customers. 

TIP:  As the designated contact, you can choose to swivel between any other orgs your company may have deployed.  

Step 3:  Scroll down to the Expert Coaching session section and select Explore Expert Coaching

Step 4:  Use catalog filters to find the Expert Coaching that’s right for you.

Step 5: Complete the request form with all required information and click Create Case. 

If you see a blank page or cannot find sessions when you log in to Salesforce Help, try the following:

• Confirm that your organization has a Premier or Signature Success Plan. You can find your organization's plan under the My Success Hub area in Salesforce Help, or review your subscription contract.
• Submit a Case with Salesforce Support to ask them for next steps.
• For urgent Expert Coaching session requests, contact your Account Executive.
   

• Salesforce Premier Success Plan