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How to Submit a Support Ticket on the LeanData Help Center

support.leandata.com | LeanData Help Center

Overview

The LeanData Help Center allows you to submit support tickets in two ways: as a guest (no login required) or as a registered and logged-in user. This article covers both methods and explains the form fields for each.

Logged-in users have access to additional fields and can track their case history after submission. Guest submissions require basic contact information so the support team can follow up.

Step 1: Go to the LeanData Help Center

1. Navigate to support.leandata.com.
2. Click Create New Ticket in the top navigation bar
3. Click LeanData on Salesforce (the most common option) on the homepage.

💡 Note: The LeanData on Salesforce option is tagged "Most Common" and routes directly to the LeanData for SaleForce troubleshooting form. Other request types (Org Update, Account Manager, Customer Success, BookIt Status, LeanData for Microsoft Dynamics) are also available from the homepage.

Step 2: Choose How to Submit

You can either log in or continue as a guest. Both paths lead to the same ticket form, with a few differences in required fields.

Option A: Submit Without Logging In (Guest Submission)

If you are not registered or prefer not to log in, you can submit a ticket as a guest. The form will ask for your contact details so the support team can reach you.

Complete the following fields:

Field	Required	Description
Submitter Name	Yes	Your full name.
Submitter Email	Yes	Your email address. The support team will reply to this address.
Submitter Company	Yes	Your company or organization name.
Submitter Phone	No	Your phone number (optional).
Desired CC Contacts	No	Additional email addresses to copy on case communications.
Subject	Yes	Brief summary of the issue.
Priority	Yes	Defaults to Medium. Options: Low, Medium, High, Urgent.
Affected Salesforce Org ID(s)	Yes	The 15- or 18-character Salesforce Org ID(s) affected by the issue.
Issue Details	Yes	Full description of the problem. Include steps to reproduce, what you expected, and what actually happened.
Example Record ID(s)	Yes	Salesforce record IDs (Lead, Contact, Account, etc.) that illustrate the issue.
Grant temporary Salesforce Login Access?	Yes	Whether to grant LeanData temporary login access to assist with troubleshooting.
Business Impact Description	Yes	Describe how this issue is impacting your team or business.
Product Category	Yes	Select the LeanData product area related to your request.
Requester is LD Admin?	No	Check this box if you are a LeanData administrator.

✅ Tip: Providing a Salesforce Org ID and example record IDs up front significantly speeds up investigation. You can find your Org ID in Salesforce under Setup > Company Information.

1. Fill in all required fields (marked with *).
2. Click Submit to send your request. You will receive a confirmation email at the address you provided.

Option B: Submit as a Logged-In User

If you are registered and logged in, the form skips the contact information fields (since your account already has them) and offers a few additional options.

The logged-in form includes all the same core fields as the guest form, plus:

Field	Required	Description
Issue Details (Rich Text)	Yes	A full rich text editor is available — you can apply bold, italic, bullets, indent levels, alignment, insert images, and clear formatting.
Do you have a workaround for this issue?	Yes	Describe any temporary workaround you are using, if applicable.
Upload File	No	Attach screenshots, logs, or other supporting files (click the Upload File link at the bottom of the form).

💡 Note: The key difference between guest and logged-in forms: the guest form collects your name, email, company, and phone at the top; the logged-in form pulls this from your account. The logged-in form also includes a rich text editor and a workaround field.

1. Fill in all required fields.
2. Optionally attach a file using the Upload File link.
3. Click Submit.

After You Submit

• You will receive an automated confirmation email with your case number.
• The LeanData support team is staffed in EST, PST, and IST time zones. You can expect a quick response during business hours.
• For faster answers on common questions, try the Ask Otto chatbot on the Help Center — click the Ask Otto button in the bottom-right corner of any page.
• Logged-in users can view open and closed cases by clicking Log In and navigating to My Cases.

Tips for a Faster Resolution

• Always include your Salesforce Org ID and affected record IDs.
• Use a descriptive subject line (e.g., "Leads not routing to correct owner in Production" rather than "Routing issue").
• Describe what you expected to happen and what actually happened.
• Attach screenshots or screen recordings if the issue is visual or intermittent.
• Grant temporary Salesforce login access if possible — this lets the team investigate directly.

Related Articles

• How to Grant Support Access to LeanData
• BookIt Status — Check Current Operational Status
• LeanData University — Training Resources