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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

Bhavin Patel

🧐 Did you know? A role hierarchy works together with sharing settings to determine the levels of access users have to your Salesforce data. Users can access the data of all the users directly below them in the hierarchy.🌟 Download Now and Learn More ⬇️ 👀 More

7 hours ago · 1 comments · 1 likes

Bhavin Patel

Join our Distinguished Solution Engineer @Iman Maghroori as he shows you how to create an opportunity team, add roles and assign them to people, and how to add the opportunity team to the page record so you can see it when you're viewing an opportunity. Click 👇 to learn more! More

11 hours ago · 1 comments · 0 likes

Bhavin Patel

Let's build a Lightning Experience 📊 Dashboard 📊 to provide a graphical view of the Salesforce data in reports. Here's How ⬇️ 👀 More

11 hours ago · 1 comments · 0 likes

Bianca Suarez

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 · 5 comments · 0 likes

Bianca Suarez

📢 Getting Started with Salesforce: Start with the Fundamentals 📢 ARE YOU NEW TO SALES CLOUD? ARE YOU AN ADMIN? Want to get familiarized with the App? Want to see us demo Lead / Opportunity Management? Want to learn some basics of Security and User Management? THEN JOIN ME LIVE TUESDAY MARCH 16TH @ 2pm ET (11am PST) REGISTER HERE: https://cs.salesforce.com/events/7013y000000ZbHvAAK More

3 days ago · 1 comments · 1 likes

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Lightning Learning Series · CommUpdates · Salesforce · #TopCommunityContributor · Sales Cloud · #TuesdayTips · LCAnswers · Reports & Dashboards · Page Layout · Process Builder

Getting Started Resources