What do I do when…

Sure you’ve read the Salesforce.com help docs, you’ve even tried calling Salesforce support but, for the life of you, Salesforce still won’t do what you want it to do. Don’t fret it happens to the best of us.

Of course, you can search the posts here on CRMology but chance are you have a real specific question. What do you do then? Take it to the cloud! That’s right–to the cloud.

There is a whole community of Salesforce experts answering your most pressing salesforce questions. Go to http://success.salesforce.com/answers and ask away. As someone who personally answers a lot of questions in the community here are some helpful tips to remember before you post:

1. Do several detailed searches first before you post. Chances are good someone else has already asked a similar question. Within minutes you can have the answer you were looking for–or at least enough information to start heading in the right direction.

2.  Give your question a detailed, meaningful title. Avoid generic ones like “New to Salesforce” or “Sending Emails”.

3. Take some time explaining your situation in a clear and concise way. Too often I’ve seen people leave important information out or ask too confusing of a question because they were in a hurry. This can lead to a lot of back and forth clarifying emails.

4. Include screenshots. This can greatly help with solving your problem. If you have sensitive information just black it out using basic image editing tools.

It couldn’t be easier to get your salesforce questions answered! When you get the right answer be sure to mark it as the best answer so others can learn from your experiences. And when you become a salesforce guru yourself be sure to pay it forward and start answering questions.

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