Expert Support: Help That Goes Beyond Traditional Helpdesks
What if your support consultant could see exactly what you see? No sending screenshots, no building context. Just direct advice based on your flows and automations.
Support That Truly Understands Your Question
Most Salesforce support happens via screenshots, phone calls, and lengthy emails where you try to explain what you've built. The support agent asks questions, requests more screenshots, and after three rounds of back and forth, you might have an answer. Maybe.
At CRM Force Training, it works differently. By connecting your Salesforce org to the platform, our consultants can view your automations directly. They see your flows, your objects, your complexity — and can advise accordingly without you having to spend half an hour building context.
What Makes This Different from Standard Support?
Let's be honest: traditional Salesforce support is frustrating. Here's why CRM Force Expert Support works fundamentally differently.
Traditional support
- Taking screenshots of your flow
- Explaining the situation via text or phone
- Waiting for questions about context
- Back and forth until the question is clear
CRM Force Expert Support
- Consultant sees your flows directly via the connection
- Complexity analysis provides immediate context
- Conversation starts with content, not explanation
- Concrete advice within the first minutes
How Does Expert Support Work in Practice?
Expert Support is part of your CRM Force Training subscription. Depending on your plan, you receive a certain number of support hours per month:
Basic Plan
2 hours / month
Sufficient for ad-hoc questions and monthly check-ins with a consultant.
Premium Plan
4 hours / month
For organizations working more intensively on optimization or complex issues.
Scheduling a support session is simple:
- Log in to the CRM Force training platform
- Go to Support and choose an available time slot
- Briefly describe your question (optional but helpful)
- Receive an invitation for the video call
The Power of Direct Context
The real difference is in the preparation. Our consultants have insight into your Salesforce environment before the call even begins. That means: no startup time, straight to the core.
"In a traditional support call, you spend at least 15 minutes explaining what you've built. With us, the conversation starts where others end."
Here's what the consultant can see:
- Your complete flow landscape with complexity scores
- Automation patterns and potential bottlenecks
- Object and field structure relevant to your question
- Historical analyses and previous findings
The Benefits for Your Organization
Expert Support with direct context delivers concrete benefits:
More Efficient Calls
No time wasted building context. Every minute of your support hours goes to actual help, not explanation.
Concrete Advice
No 'it depends' answers. The consultant sees your specific situation and advises accordingly — including the edge cases relevant to your org.
Realistic Estimates
The consultant sees the complexity of your environment. Time estimates and risk analyses are based on facts, not assumptions.
Knowledge That's Preserved
Findings and advice can be documented directly. You build a knowledge base that retains value.
Who Are the Consultants?
Our Expert Support is delivered by experienced Salesforce consultants from the CRM Force network. These aren't first-line helpdesk agents following scripts, but specialists with years of experience in complex Salesforce environments.
Every consultant has experience with:
- Complex flow architectures and automation patterns
- Performance optimization and technical debt reduction
- Best practices for governance and manageability
- Integrations with external systems and API connections
Prerequisite: Your Org Must Be Connected
To make optimal use of Expert Support, your Salesforce org must be connected to the CRM Force training platform. This uses a secure OAuth connection and takes about 5 minutes.
Not connected yet? Read how it works here:
Connect Your Salesforce Org: How It Works →Salesforce in plain language. Finally.
- 14-day free trial
- No credit card required
- Expert support included
- Connect your Salesforce org instantly