Helpful Resources to Navigate Salesforce

Tag Salesforce

Here are some helpful tools & resources to help you find your way around Salesforce.

Trailhead

Trailhead is a learning community full of videos and interactive tutorials to teach you how to do everything and anything on Salesforce. Whether you’re an admin, user, developer, or partner, you can learn how to use Salesforce through its free online modules.

System Administrator

Your system administrator is usually well-versed on Salesforce, and can help you navigate the platform and aid you in any struggle you might be having.

Salesforce Help Support

Most Salesforce pages have a “Help for this Page” link that leads you to a help guide specifically geared to the page you’re on. For general support from within Salesforce, you can click the Help link on the Home page, and type some keywords related to your question into the Search bar. There you will find a list of suggested articles that include Help topics. You can also contact Salesforce support and create a case if you’re having a particular issue.

Salesforce Success Community

There’s also the Salesforce Success Community where you can interact directly with other Salesforce users to get the answers you need. To seek opinions from others in the community, you can search or post a question in the community. Many times you’ll find users with similar issues you might be having, and will find the right solution right away.

Twitter

Another method to ask for help from the Salesforce tech community is Twitter. If you’re already a Twitter user, use the #askforce hashtag in your tweet to shout out your question.

SkyPlanner

You can also check out our blog as well as the FAQs on our website to help you out whenever you get lost. We’ve got plenty of free, handy resources for everyone!

And if you still can’t find what you’re looking for, feel free to contact us by calling (305) 814-7597 or emailing hello@theskyplanner.com. We’ll be more than happy to help with any Salesforce need.

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From start-ups to Fortune 500s, we help businesses of all sizes get the most out of their Salesforce experience.

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Green Building Initiative
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Larkin Community Hospital
Bupa
Discovery Channel
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What people are saying

Five starts

Five stars on customer satisfaction and Salesforce appexchange ratings.

"Excellent Consultants. During the training I received by the SkyPlanner team, I was lucky to better understand the powerful capabilities of Salesforce.com. They were very effective, straight-to-the-point, and with a solid knowledge of the CRM and the Force.com platform. Definitively they showed us how to streamline the business process within our company. Great group of people spreading valuable knowledge to make businesses grow. I highly recommend them."

Ramiro Allen — Chief Software Engineer @ TurboPay Limited

"Excellent partner! We have been working with SkyPlanner for almost one year now. It has been a pleasure working with their team. If it wasn't for them we would have not been able to go-live with our platform when we did. They understood our needs and were not only able to execute but guide us in our decisions. We continue using them for our on-going projects. They have a deep understanding of the overall platform. Their team is always ready, willing and able to help."

Ivan de Moya — VP Innovation Technology @ SunStreet

"SkyPlanner was professional, creative, reliable and extremely accommodating. From the onset of the project, it was clear that we had found the right partner. Our project was complex and every time we hit a roadblock, SkyPlanner was helpful in identifying and implementing a solution. Jorge Fernandez [SkyPlanner's Co-Founder & Managing Director] was our primary contact and we cannot say enough about what an asset he was in bringing our project to resolution."

Ryan Borcherds — Marketing @ Deliver Lean

"On time, on budget, great quality on every project. Whenever I get asked to recommend a Salesforce.com partner, I do not hesitate on my reply: Go with SkyPlanner. I had the privilege to have worked with many teams over the years, none have brought to the table the enthusiasm the SkyPlanner team has. This combined with their professionalism and expertise are the reasons I ONLY recommend one partner: SkyPlanner. In every project (and we have done many) they have consistently delivered on time and on budget with significantly superior quality."

Juan Meza — Strategic Business Development Director @ Sony Electronics Inc.

"Outstanding Service! Happy to have them as our partner! SkyPlanner is by far the most experienced and reliable Salesforce partner. We almost gave up on Salesforce thanks to our previous partner, fortunately we found SkyPlanner and they came to the rescue! They took their time to understand our needs and complexity of our organization. Highly talented, professional and dedicated team. I cannot stress enough how happy we are to have them as our partner and we look forward to continue building our relationship."

Nolan Pereira — Project Manager @ BLU Products

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