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

Laura Woods

*Insights: Sales Cloud: Design Reports and Dashboards Accelerator Webinar* Date/Time: Wednesday, July 15th, 2 PM - 3:30 PM Central Format: Virtual, Listen-Only Webinar REGISTER HERE: https://help.salesforce.com/articleView?id=000321986&type=1&mode=1 During this engagement, a Success Guide will walk you through the step-by-step process of configuring a sample Opportunity report and dashboard from a standard report type. You will also learn about available resources to help improve your understanding of reports and dashboards. See you then! More

22 hours ago · 0 comments · 0 likes

Bhavin Patel

👋 Hey Admins! Wondering what's the difference between standard fields and custom fields? Check this out ⬇️ More

22 hours ago · 4 comments · 0 likes

Aiyaz Ahmed

SALES CLOUD featuring INBOX & HIGH VELOCITY SALES - ASK AN EXPERT OFFICE HOURS Do you have questions about Sales Cloud? If so, join us for our weekly (Tuesday/Wednesday/Thursday) Sales Cloud Open Office Hours to get your questions answered live by a Sales Cloud expert. There's no agenda, just a time slot that's reserved for you to speak with one of our expert colleagues. It's FREE to all customers! Mark your calendars and register for each here. https://attendee.gotowebinar.com/rt/2951645952976869121 ** PLEASE LOG A CASE IF YOU HAVE A TROUBLESHOOTING ISSUE! @Gregory Wong @Lisa Ehrlich @Makenzie Pavan @Dylan Friddle @Anthony Brady More

2 days ago · 3 comments · 0 likes

Laura Woods

*Webinar Alert* Getting Started: Sales Cloud: Field Setup and Layout Date/Time: Tuesday, July 14, 1:00pm-2:30pm Central Format: Virtual, Webinar Hosts: Laura Woods, Heather Lear REGISTER HERE FOR US: https://register.gotowebinar.com/rt/1227787651688846083 During this engagement, you will gain some insight into best practices for newer Salesforce Admins. Our Success Guides will walk you through basic field setup and page layouts for the core Salesforce Objects (Leads, Accounts, Contacts, and Opportunities). More

5 days ago · 1 comments · 2 likes

Bhavin Patel

🥁🥁🥁 Drumroll please.. 🎉 Congratulations to our AWESOME Top Community Contributor, @Deep Singh , who contributed to 200 Questions during June 2020! Your efforts and valuable expertise are truly appreciated in the Trailblazer Community. Once again, thank you for helping to provide valuable resources for our community members! 🥇💯🌟 See how @Deep Singh unfolds with the Best Answer on Child Permission 👉👉👉 https://sforce.co/2DiggJZ More

5 days ago · 2 comments · 3 likes

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CommUpdates · Lightning Learning Series · Salesforce · Start With The Fundamentals · Sales Cloud · #TopCommunityContributor · Picks From The Pack - Service Cloud · #TuesdayTips · LCAnswers · Enable The User Experience With Data

Getting Started Resources