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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

Justin Payton

The biggest sales and marketing ops event of the year is back, but virtual of course! This year's virtual OpsStars event on Oct 20-21 will focus on how ops drives organizational growth with sessions from leading ops and revenue pros from TOPO, Zoom, DocuSign, Anaplan, and more. You can use this link http://bit.ly/OpsStars2020 to check out the full agenda and register for the free event. Also, don't miss the deep-dive paid workshops on day 2, including Lead Management and Analytics workshops! Hope you can join us! Feel free to reach out with any questions you may have in the meantime. http://bit.ly/OpsStars2020 More

12 hours ago · 0 comments · 1 likes

Aiyaz Ahmed

For the attendees for our "Getting Started: Start with the Fundamentals" webinar TODAY: Here are the webinar resources just for you: - Deck: http://bit.ly/GS-Fundamentals - Recordings: http://bit.ly/GSWebinarsRecordings - Resource slides: http://sforce.co/1Oe3SI9 More

2 days ago · 0 comments · 3 likes

Tess Townsend

Since the start of the COVID-19 pandemic, sales reps have come to expect the unexpected. But how should you adapt to it? I interviewed Salesforce executives Alison Gooch, Willard Monroe, and Alex Colbert to hear their expertise on the top skills sales reps must master right now in order to succeed in this new normal. The skills they identified are empathy, data fluency, customer research, virtual presence, and relationship-building. So how do you develop and apply those skills? Read the new blog post to learn more: https://www.salesforce.com/blog/2020/09/sales-skills.html More

2 days ago · 0 comments · 0 likes

Bhavin Patel

📚 Learn how to identify the root cause of failed process generated via process builder and what troubleshooting steps to follow in order to fix the errors. Here's how 👇 More

2 days ago · 3 comments · 3 likes

Bhavin Patel

Let's learn how to sync quotes and opportunities so your information stays up to date. 📂 Create and Manage Quotes ❓How Quote Syncing Works 🔁 Sync Quotes and Opportunites Come join me on the trail 👇 More

2 days ago · 1 comments · 1 likes

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CommUpdates · Lightning Learning Series · Salesforce · #TopCommunityContributor · Sales Cloud · LCAnswers · Start With The Fundamentals · #TuesdayTips · Picks From The Pack - Service Cloud · Process Builder

Getting Started Resources