Navigator Premier Success Plan

General

If purchased, the Navigator Premier Success Plan will be provided to Customer’s Users and available on weekdays, excluding holidays, during business hours, and on weekends for Business Critical and Business Standstill issues. Users selected as Named Support Contacts can submit cases over the Web via the Certinia Community or by telephone.

Upon case submission, Named Support Contacts will be asked to provide their company name, contact information, steps to replicate the issues, and authorization for support to access Customer’s salesforce environment to provide support. Each case will be assigned a unique case number. A Certinia support representative will use commercially reasonable efforts to call or email the User within a specified window of time based on the severity of the case (e.g. 1 hour for a Business Standstill case) and will use commercially reasonable efforts to promptly resolve each case. Actual resolution time will depend on the nature of the case and the resolution. A resolution may consist of a fix, workaround or other solution in Certinia’s reasonable determination.

Named Support Contacts

“Named Support Contacts” are Users Customer has identified as primary liaisons between Customer and Certinia for technical support. Customer can have up to 10 Named Support Contacts. Customers’ Named Support Contacts shall be responsible for:

overseeing Customer’s support case activity
developing and deploying troubleshooting processes within Customer’s organization
resolving password reset, username and lockout issues for Customer
ensuring that Customer’s application users are properly trained and use the app in accordance with Certinia Documentation
providing technical staff to assist with non application issues such as network issues
granting Certinia access to the Customer’s salesforce environment via Subscriber Support org access when required

Customer shall ensure that Named Support Contacts:

have completed, at a minimum, the basic Services administration course currently titled “Administration Essentials,” which is included at no additional charge as part of online training
have completed any supplemental training appropriate for the Named Support Contact’s specific role or Customer’s usage of the Services
are knowledgeable about the applicable Services in order to help resolve, and to assist Certinia in analyzing and resolving, technical issues
have a basic understanding of any problem that is the subject of a case, and the ability to reproduce the problem in order to assist Certinia in diagnosing and triaging it

Telephone Support Hours

Named Support Contacts can submit cases via telephone on weekdays, excluding holidays, during Certinia’s Support hours, and also on weekends for Business Standstill and Business Critical issues. Named Support Contacts can also submit cases through the Certinia Community twenty-four hours a day seven days a week. Cases will be logged by a Support Representative for later response by the appropriate Support team.

Main phone numbers as follows:

Region	Support hours	Telephone Numbers
US	6:00am-6:00pm PST	+1 877 828 9161 (Toll Free)
UK & Rest of World	7:00am-5:30pm GMT	+44 (0)808 238 9790 (UK Freephone) +44 (0)1423 532830 (International)
Australia	9:00am-6:00pm AEST	1800 092 411

Telephone support is available in English only.

View Certinia company holiday schedule

Logging a Case

Named Support Contacts may log a case as follows:

We recommend that Named Support Contacts log cases via the Certinia Community. Named Support Contacts can access the Certinia Community by clicking the appropriate link under the Certinia Resources section of the Salesforce sidebar or via Certinia Central (once you click the link you will be signed into the Community with Salesforce login credentials), or by accessing the Community at https://certinia.my.site.com/community/login
By telephone call to Customer support as described above

Note: For assistance with User password resets, Users should use the “Forgot your password?” link on the login page or contact a Named Support Contact or Customer system administrator. For assistance with Salesforce usernames and lockouts, Users should contact a Named Support Contact or Customer system administrator. For security reasons, Certinia does not provide contact information for Named Support Contacts or Customer system administrators.

Reproducing Errors

Certinia must be able to reproduce errors to resolve them. Customer agrees to cooperate and work closely with Certinia to reproduce errors, including conducting diagnostic or troubleshooting activities as reasonably requested and appropriate. Also, subject to Customer’s approval on a case-by-case basis, Users may be asked to provide remote access to their Certinia application and/or desktop system for troubleshooting purposes.

Reproducible errors that cannot promptly be resolved will be escalated to higher support tiers for further investigation and analysis.

Severity Levels

Issues will be categorized and handled according to an assigned severity level. The case severity level is selected by the Named Support Contacts at time of case submission, and will be updated by Certinia as follows:

Level	Severity criteria
Level 1: Business Standstill	Production and/or mission critical services are down and there is no immediate workaround. All or a majority of your mission critical environment is unavailable or not functioning Customer’s business operations are completely disrupted Majority / All Critical users affected For Business Standstill Customer is required to have dedicated resources available during its contracted hours of operation.
Level 2: Business Critical	Production and/or mission critical services are critically impacted and there is no workaround available. Critical business operations seriously affected You must have a direct financial impact on Customer If not in production, important areas of the environment are affected such that it would critically impact a go-live date of less than 1 week away Large number of users are affected or critical group of users are affected that would enable the business to run normally For Business Critical Customer is required to have dedicated resources available during Customer’s contracted hours of operation.
Level 3: Major Problem	Major operations or functionality is seriously impaired and a workaround has been provided if necessary. Standard business operations can continue in a restricted manner, however long term functionality cannot be sustained No immediate direct financial impact A temporary workaround may have been provided
Level 4: Problem	Where a problem, error or defect is non-critical to the business. No direct financial impact Small number of users /systems affected
Level 5: Question	Where a question is raised to assist with the continued running of the applications.

Support Responsibilities

The target initial response time is within 1 hour for a Business Standstill case, within 2 hours for a Business Critical case, within 6 hours for Major Problem cases, within 12 hours for Problem cases and within 1 business day for questions. Actual resolution time will depend on the nature of the case and the resolution. A resolution may consist of a fix, workaround or other solution in Certinia’s reasonable determination.

Certinia will then use commercially reasonable efforts to respond to each case within the applicable response time described in the table below, depending on the severity level set on the case.

Level	Severity criteria
Level 1: Business Standstill	Initiate an investigation of any Business Standstill problem encountered by the Customer within 1 hour of the first response by the Certinia Support Desk. Certinia will assign personnel to the problem who will work all reasonable business hours until the problem is resolved. The solution will be provided in a Major Release, Service Pack, Special Release, or as a workaround.
Level 2: Business Critical	Initiate an investigation of any Business Critical encountered by the Customer within 2 hours of notification being received. The resolution will normally be included in the next Major Release or Service Pack.
Level 3: Major Problem	Initiate an investigation of any Major Problem encountered by the Customer within 6 hours of notification being received. The resolution will normally be included in the next Major Release or Service Pack, subject to the priority of all existing support cases as well as the number of reported cases from different customers.
Level 4: Problem	Initiate an investigation of any Problem encountered by the Customer within 12 hours of notification being received and shall plan to include a resolution into a future Major Release subject to the relevance of the issue.

Supported Versions

Certinia support plans include support for only the current (most recent) and immediately preceding Major Release of a Certinia application.

For example, if the current Major Release is V 3.x, we support V 3.x and V 2.x. If Customer is running an older version than this, we strongly urge an upgrade to a supported release. If Customer is unable to upgrade, Customer may contact us about purchasing consulting services from our professional services team under a statement of work.

Case Escalations

Please communicate with the case analyst if Customer wish to escalate a case to management. If there is a need for additional escalation support, please reach out to a Customer Success Manager.

Technical Success

Navigator Premier Success Plan includes resources to assist Customer with the technical success of Certinia products.

Technical Success Engagements. Certinia will provide Customer with the opportunity to attend up to 3 technical success engagements annually. Technical Success Engagements are delivered remotely. The engagements may focus on subjects such as technical reviews, solution adoption success, new product releases and best practices. Certinia will notify Customer of any available and upcoming success engagements.

The Customer is responsible for its own evaluation of, and for any implementation of, any recommendations from or results of technical success engagements. Should Customer and Certinia agree on any travel related to any of the above, the travel time and expenses will be payable by Customer separately from Navigator Premier Success Plan as a Certinia professional services engagement. For clarity, any unused annual engagements or weekly hours do not roll over as additional entitlements to the next week or annual subscription period.

Developer Support

This Plan includes support for developers using the Certinia API, which support is limited to the ability to report suspected Certinia bugs on the Certinia API. Certinia Support will use commercially reasonable efforts to provide Customer with a target date for bug resolution.

Excluded Support

Navigator Premier Success Plan does not include any of the following:

Assistance with Salesforce issues and errors with Salesforce platform
Assistance in developing User-specific customizations;
Assistance with non-Certinia products, services or technologies, including implementation, administration or use of third-party enabling technologies such as databases, computer networks or communications systems;
Assistance with installation or configuration of hardware, including computers, hard drives, networks or printers.
Troubleshooting issues with Customer’s in‐house developed apps
Troubleshooting issues with integrations Customer has had built for the Certinia apps
Assistance with any Apex code, declarative automation (including but not limited to Flow, Process Builder, or Approval Process), or other external automations that are developed outside of or in addition to the core Certinia applications, for example, custom code developed by Customer or Certinia’s consulting team under a statement of work.
Training on the product, setup and configuration questions, or business process questions outside of any included architectural review and engagement; these types of requests should be directed to our professional services team under a statement of work

Separate consultancy advice can be arranged for topics such as:

Instruction in report writer techniques
Instruction in the use of the product
Salesforce Administration
System configuration and setup
Design, writing and debugging of interfaces
Design, writing and debugging of custom pages and objects
Support for custom code outside of the core Certinia applications
Data corrections in the event of data issues in Customer’s Certinia system

Changes to Navigator Elite

Certinia may change Navigator Premier Success Plan from time to time in its sole discretion.