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Discover your path to success powered by humans with agents.
Create more value than you ever thought possible. From on-demand resources and tailored support to expert advisory services and hands-on implementation, Salesforce Customer Success provides everything you need to bring your vision to life — with guidance from the people who know our products best.
Set your foundation for long-term Agentforce success.
Salesforce Customer Success offers self-service resources and expert services from our CRM, AI, and data experts with a special focus on Agentforce, the agentic layer of the Agentforce 360 Platform, through Success Plans and Professional Services.
Trailhead
Learn how Agentforce fits your business goals, launch your first agent, and build a plan for AI success.
Success Plans for Agentforce
Achieve your workplace efficiency goals with Agentforce using innovative tools, guidance, and support.
Agentic Enterprise Services
Designed to take you from your first agents to enterprise-wide use — delivering real business value at scale.
Explore our solutions for every stage of your Salesforce journey.
Success Plans
Standard Success Plan
Set your company up for success with free, always-on resources and essential support for all your needs.
Premier Success Plan
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
Clear a path to become an agentic enterprise and run at peak performance with your go-to advocate, specialized programs, and the fastest support.
Professional Services
Get Started
We work with you to quickly set a clear plan, apply proven best practices, and design a Salesforce foundation that reflects how your business actually runs—so you can see value early and make confident decisions from the start.
Build
Turn ideas into working solutions with speed and precision. Test early, refine with real feedback, and launch with confidence — while we handle the hands-on build, integration, and data work so new capabilities start delivering value right away.
Optimize
We work side by side with your team to keep Salesforce performing at its best. From tuning performance to strengthening security and simplifying complexity, we help ensure Salesforce scales smoothly as your business evolves.
Transform
Change doesn’t have to feel complex. We help you adopt AI and emerging capabilities with the right guardrails, skills, and ways of working — so your teams can innovate safely today and continue improving over time.
*Source: Agentic Support Services: Benchmarking Enterprise Software Customer Help, a commissioned study by Futurum on behalf of Salesforce, August 2025
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Salesforce Customer Success FAQ
Salesforce Customer Success offers self-service resources and expert services from our CRM, AI, and data experts with a special focus on Agentforce, our AI-powered agent solution, through:
Success Plans: Three levels to help you get the most out of Salesforce, including tools to enhance your use of Agentforce with dedicated support.
Professional Services: Comprehensive advisory and implementation services, including Agentforce deployments from Salesforce's leading consultants.
Salesforce Customer Success maximizes your ROI, drives user adoption, and provides solutions to accelerate your business goals. With proactive support and data-driven insights, we ensure long-term growth and seamless integration. Access to our product experts ensures your business achieves your set goals.
As a Salesforce customer, you immediately have access to our Standard Success Plan, which includes essential resources to help you get the most out of Agentforce. For more advanced support, such as optimizing Agentforce, connect with your Account Executive to explore the best solutions for your business needs.
Success is unique to your organization, and Customer Success is here to help you achieve your goals. Whether you're focused on measurable results, AI adoption with Agentforce, or overall business growth, we provide the expertise and resources to support you every step of the way.
Customer Success offers everything you need to get started with Agentforce — from free resources like Trailhead to Success Plans that provide on-demand tools and tailored support. For customized solutions, Salesforce Professional Services can quickly deploy an AI agent aligned with your company’s goals and define a roadmap to scale AI-driven automation enterprise-wide.