Salesforce Helpdesk Transition - Frequently Asked Questions
Anaplan will be transitioning our helpdesk to Salesforce Service Cloud.
Frequently Asked Questions
What is changing?
Anaplan is implementing Salesforce Service Cloud within our Customer Care department. Other areas of Anaplan have been using Salesforce for years, and this shift will allow more transparency across our organization to better serve you, our valued customers and partners.
Why is this change happening?
This change will allow Anaplan to provide a more seamless experience to you, our customer. As Anaplan grows, we will be able to leverage these underlying changes to enhance our service and support.
What is the new chat channel?
Getting assistance from an Anaplan Support Analyst will be easier than ever and only a click away. Anaplan is implementing live chat that our customers will be able to access directly via the help menu in the Anaplan platform or from our Support Portal.
How does this change impact our customers?
The actual process customers use to contact support is not changing in any way. This change will allow our Anaplan Analysts to have additional details at their fingertips, resulting in a more efficient and higher quality experience for our customers.
What is Salesforce?
Salesforce is the world’s #1 Customer Relationship Management (CRM) platform. Salesforce is cloud-based applications for sales, service, and more. It will allow Anaplan to have a complete view of our customer's journey as we already use the tool extensively throughout the rest of our organization.
What happens with my data?
This change does not impact your data within the Anaplan platform. This change is solely in regards to our support platform which is transitioning from Zendesk to Salesforce Service Cloud. All data that currently resides in Zendesk will be migrated to Salesforce.
Questions, comments, concerns?
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