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Planview Customer Success Center

IdeaPlace Support Migration to Salesforce

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Dear Planview IdeaPlace Client,   

You now have a new way to contact IdeaPlace support.    

In our continuing effort to provide a world-class Customer Care experience, we have transitioned from IdeaPlace’s previous support application, Zendesk to Salesforce.    

With IdeaPlace Care added into Salesforce you can now easily engage Planview via a streamlined case submission process, run your own case reports, manage your own contacts and access ALL Planview cases in one place.  

Please review the Planview Customer Service Migration to Salesforce Service Cloud FAQ and this document about the switchover to LiveChat to answer most of the questions you may have and forward, as needed. Also see the Planview Customer Community Guide, for information on the Service Cloud Community, Case Submission Process, Dashboards and Reporting.

Thank you for your patience as we worked to bring you a better experience on Salesforce Service Cloud.