Get help exactly when and where you need it. Data Doctor's built-in support system provides contextual guidance, knowledge base access, and ticket management directly within Salesforce—no need to leave your workflow to find answers or request assistance.
The In App Support panel is available throughout Data Doctor. You'll find it on every Data Doctor page (Object Health, Rule Manager, Duplicate Manager, etc.) as well as embedded components like the Potential Duplicates component on record pages.
Look for the support icon in the corner of any Data Doctor interface to access the support panel. The panel slides open to reveal contextual help options without navigating away from your current task.
Context-Aware Help: The support panel automatically detects which page or component you're viewing and tailors its content accordingly. Guides shown on the Rule Manager are different from those shown on the Object Health dashboard.
Access knowledge base articles relevant to your current context. When you're on the Rule Manager, you'll see guides about creating and managing duplicate rules. When you're viewing Object Health, you'll see articles about health scores and analysis.
Each guide links directly to the full knowledge base article, opening in a new tab so you don't lose your place. Guides are curated to show the most helpful articles first, based on what users typically need on each page.
Create a support ticket when you need hands-on assistance from the Data Doctor team. The ticket form captures essential information automatically, including:
Add a description of your issue or question, attach screenshots if helpful, and submit. Our support team receives all the context they need to help you quickly without back-and-forth questions.
View and manage all support tickets you've submitted. The Your Tickets section shows:
Click any ticket to view the full conversation history, add additional comments, or close the ticket once your issue is resolved. You'll also receive email notifications when support responds, so you don't have to check back manually.
Administrators can control how and where the In App Support panel appears across your organization. Access these settings from the support panel or from Data Doctor → Settings → Support.
Control the visibility and behavior of In App Support to match your organization's needs:
Toggle the entire support panel on or off across all Data Doctor pages and components. When disabled, the support icon is hidden and users cannot access the panel. Useful if your organization prefers to route all support through internal channels.
Control whether the support panel appears on Data Doctor pages (Object Health, Rule Manager, Duplicate Manager, Search, Settings, etc.). You can enable support on pages while disabling it on embedded components, or vice versa.
Control whether the support panel appears on embedded Data Doctor components, such as the Potential Duplicates component on record pages. Disabling this keeps record pages cleaner while still allowing support access from main Data Doctor pages.
When enabled, users can create support tickets directly from the panel. When disabled, users can still access guides and view existing tickets, but the option to create new tickets is hidden. Use this to funnel new support requests through an internal admin first.
When enabled, only users with Data Doctor Admin permissions can see the support panel. Standard users will not see the support icon at all. This is useful if you want admins to handle all support interactions on behalf of end users.
Tip: Consider enabling In App Support broadly during initial rollout when users are learning the product, then adjusting visibility later based on your team's comfort level and support preferences.
Users can only see tickets they've personally created. Admins with the appropriate Data Doctor permissions can view all tickets submitted from their organization.
Tickets automatically include your org ID, user name, Data Doctor version, current page context, and browser information. This helps our support team diagnose issues faster. No sensitive record data is included unless you explicitly add it to your description.
Our support team typically responds within one business day. Critical issues affecting production environments are prioritized for faster response. Check your ticket status in the Your Tickets section or watch for email notifications.
Yes. The full knowledge base is available at our support portal, which you can access from any browser. The In App Support guides link to these same articles for convenience.
Need Help? If you're having trouble accessing In App Support or have questions about configuration options, contact your Salesforce administrator or reach out to our team directly.
