Trailblazer Community

Sales Cloud - Getting Started

Welcome to the Customer Success Ohana! This group is dedicated to help customers new to Sales Cloud get up and running quickly. Join the conversation here to ask questions, get answers, stay updated and share experiences.

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Recent Posts

Brenda Arroyo

Hi, I have a question. Does anyone know of a formula I can use for fields to enforce proper case? Ideally, I am looking for a formula to keep the first letter as a capital and then the rest being lower case. Any suggestions? More

14 hours ago · 0 comments · 0 likes

Bhavin Patel

📚 Let's learn all about custom field types. Come join me 👇 More

19 hours ago · 1 comments · 2 likes

Whitney Greenwade

How To: Sales Cloud: Managing Activities in Lightning *Now offered twice monthly!* Date/Time: Wednesday, November 25, 10:00 AM - 11:30 AM CT Format: Virtual, Listen-Only Webinar Hosts: Ashley Sanders, Whitney Parnell REGISTER HERE: Learn how to drive productivity by optimizing the use of core Activity Management features in Lightning, for both users and administrators. We will discuss the use of Activities, including: Tasks, Events, Emails, and Logged Calls. This session is ideal for you if you want to: Increase sales rep efficiency and productivity, decrease time completing administrative tasks, increase sales user login rates, and receive additional insights that come from tracking activities. More

3 days ago · 0 comments · 0 likes

Anthony Hires

I'm new to salesforce. I've been a software engineer for 30 years. I was recently tasked to show Rise 360 content in a clients' Salesforce environment. I assume I would use the Content Management System app. I have downloaded a developer trial version of salesforce. Selected the CMS app and I got an error of sorts that say there are no tabs. I click the link in the message and it takes me to trailblazer site where I am asked to choose an org. There are two orgs displayed. I selected one of the icons - nothing happen. So I selected it in a dropdown list and bingo - I now only have one icon to choose from - however, the other dropdown list higher on the page still say no org selected. I contact the support link and explain my issue with the org not selecting. I was told by the chat person that they were in sales and refers me to a phone number 415-901-xxxx tech support line or I could go to the same website that is requiring me to enter an org. The org route is not a workable option and as it turns out the phone number just immediately hangs up. Is there any way to get help on this product that is being marketed as gods gift to intuitive processing? Thanks for your help in advance. More

4 days ago · 4 comments · 0 likes

Bhavin Patel

🚀 Discover how you can create a list view to see an infinitely scrollable list of records that meet your filter criteria. ⬇️ Here's How ⬇️ More

4 days ago · 1 comments · 0 likes

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