CaseCloud Help

Support & Training Resources

Updated on

A wide variety of support and training services are available to CaseCloud customers.

1. Support Resources

The best tools for finding answers to general questions are the CaseCloud Application Guide and the Salesforce Help and Training Center. If you cannot quickly locate the information you are looking for, please feel free to contact AdvoLogix Support.

1.1. The CaseCloud Application Guide

The CaseCloud Application Guide is the best source for information specific to CaseCloud applications. This guide covers training, administration, and use of CaseCloud applications. The application guide can be found online at help.advologix.com or from the AdvoLogix Setup page within the application.

The application guide's global search feature will quickly locate most topics of interest.

1.2. Salesforce Platform Help

The Salesforce help and documentation system is best used for assistance with platform topics not specifically related to CaseCloud applications. Examples of platform topics would include setting up security, creating custom fields, and using the report builder. 

Salesforce platform help is available from the Help and Training links in the topmost application menu, or can also be navigated to directly at help.salesforce.com.

1.3. Contacting CaseCloud Support

  • For technical issues related to using the application, the most expeditious route to resolving your issue is to contact CaseCloud support by email via [email protected].
  • For issues pertaining to billing and license renewal, please contact your account manager.
  • Please see our website for additional contact information.

2. Training Resources

2.1. CaseCloud Platform Training

  • For a more interactive approach to training, try enrolling in any of our free CaseCloud eLearning courses.
  • Learners will need to create login credentials for the LMS.

2.2. Salesforce Platform Training

Our technology partner Salesforce.com offers a vast array of platform training opportunities. 

  • Trailhead is a free, self-paced learning system that offers guided paths to chart your course through various Salesforce platform skills.
  • Salesforce University provides fee-based instructor-led training services. These classes are often taken in preparation for Salesforce certification.
  • Independent Salesforce training providers can be found by searching the web for "Salesforce Training".
Previous Article Salesforce.com as a Platform
Next Article User Login and Personal Settings
Still need help? Click here!
AdvoLogix® is a registered trademark of AdvoLogix.com LLC a Texas Limited Liability Company. All references to other trademarks belonging to third parties that appear on this website, documentation, or other materials shall be understood to refer to those registered trademarks owned by others, and not to any trademark belonging to AdvoLogix. Otherwise, all material herein is the copyright of AdvoLogix.com LLC. All Rights Reserved.