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Salesforce Signature Success Plan Resources
Publiceringsdatum: Oct 24, 2025
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• Get to Know the Signature Success Plan
• Get a Designated Customer Success Manager • Get Access to Specialized Programs • Get the Fastest Support • Get Self-Guided Resources Get to Know the Signature Success Plan Salesforce Success Plans provide the right level of guidance and support to suit your needs. Explore a proactive partnership with your Customer Success Manager, specialized programs, and the fastest support available with the Signature Success Plan. Signature customers also have access to all the benefits and features of the Premier and Standard Success Plans. First, set up your company's Designated Contacts to take advantage of your Signature Success Plan. Designated Contacts are individuals within your organization who will be primary contacts for requesting Signature Success Plan services and working with Salesforce Support.
Get a Designated Customer Success Manager As a Signature customer, you collaborate with a designated Customer Success Manager (CSM). A CSM is a single point of contact and advocate, providing proactive expertise, personalized recommendations, and technical resources to address product and Agentforce needs. Your CSM orchestrates your entire Signature experience and serves as your gateway to the Salesforce technical ecosystem. This includes access to our Success Architects, Success Guides, product teams, Support Engineers, and our Critical Incident team for urgent, high-impact scenarios. This ensures you're connected with the highest level of support, product and success resources within Salesforce. Work with Your Customer Success Manager Success Path & Success Reviews
After you complete Signature Onboarding, you work with your CSM to create a Success Path, a personalized roadmap containing business goals and objectives aligned to Salesforce product capabilities. This also includes recommendations to help you achieve these goals and KPIs to measure success. Stay on course with regular Success Reviews. We recommend a Success Review 4x per year along your Success Path because it keeps all of us on track. We review your Success Path Progress, your Customer Success Score, Proactive Monitoring Recommendations, and Technical Support Metrics. Customer Success Score
As a Signature customer, you also have access to your Customer Success score. The scoring system uses Salesforce data to measure your success with Salesforce. Get Access to Specialized Programs Virtual Instructor-Led Classes Virtual instructor-led classes are now included at no additional cost with Signature. Enable your teams to be more efficient and maximize product functionality with 1- to 5-day immersive classes that take a deep dive into product- and role-based topics. Register for any available seat in the catalog of public classes. Annual Technical Health Reviews
Led by your CSM, an Annual Technical Health Review is a comprehensive analysis of your Signature Salesforce environment with recommendations to minimize errors and inefficiencies for a lasting, healthy solution. Discover Annual technical Health Reviews Specialized Architect Reviews
One recommendation from your Annual technical Health Review may be a Specialized Architect Review. These specialized engagements help you start healthy and stay healthy with your Salesforce implementation. Work with an in-house Salesforce architect to review, maintain, and optimize for AI and future business goals with your Salesforce platforms. Learn About Architecture Design Reviews 24/7 Proactive Monitoring
Signature provides 24/7 monitoring, sending early alerts and resolution guidance to the right person in your organization at the right time. Learn About Proactive Monitoring Key Event Management
Key Event Management provides guidance and support during your critical business periods, from technology rollouts and Salesforce releases to retail selling events (like Black Friday). Prepare for Key Events and Peak Times Expert Coaching
Signature Success Plan customers also have exclusive access to our catalog of Expert Coaching Sessions. Access video tutorials, 90-minute workshops, and personalized individual sessions with Salesforce experts. Watch this video to learn how to sign up for an Expert Coaching Session: • Explore the Expert Coaching Catalog
• Browse Videos • How to Request an Individual Expert Coaching Session Get the Fastest Support Access Help When You Need It Salesforce Help is your go-to destination for documentation, Knowledge Articles, and support. Engage with Agentforce and get 24/7/365 help from our Technical Support team through chat, phone, case submission, and an emergency call number exclusive to Signature customers. Critical business-stopping cases have a 15-minute response time with 30-minute updates. Contact Salesforce Support
Salesforce is here to help. Learn how to reach out to Technical Support in a number of ways. • How to Get Support from Salesforce Help • How to Escalate a Support Case • Working with Salesforce Customer Support Connect with Developer Support Developer Support can help you troubleshoot and analyze up to 5000 lines of code. They will also debug error messages related to Apex, API Integrations, AMPscript, Visualforce code, and more. Get Self-Guided Resources Leverage our ecosystem to go further with Salesforce. Every customer gets access to Trailhead, the Trailblazer Community, Customer Success Events, AppExchange, and more. • Learn on Trailhead • Explore the Trailblazer Community • Join Customer Success Events • Browse the AppExchange • Go to Developer Docs |
Knowledge-artikelnummer
000395788
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