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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

Xenia Chilkowich

You know how you can create duplicate and matching rules for Accounts and Contacts to proactively identify dupes? Is there a way to do the same thing for Cases? More

1 day ago · 3 comments · 0 likes

Cindy Fonseca

Hello everyone! How I can do the goals of sales in quantity of products in salesforce and how I can do the following to this? Thank you so much in advanced for the help More

2 days ago · 0 comments · 0 likes

Laura Woods

Insights: Sales Cloud: Design Reports and Dashboards Accelerator Webinar Date/Time: Wednesday, August 19th, 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

2 days ago · 0 comments · 0 likes

Aiyaz Ahmed

Create the User Experience to improve adoption and achieve business outcomes! Learn how to adapt Salesforce to enable and improve your business processes Webinar deck: http://bit.ly/1ipZDWr Webinar recording: http://bit.ly/GSWebinarsRecordings Getting Started Resources Community: Success Getting Started http://bit.ly/GettingStartedSalesforce Quick Start: Getting Started with Salesforce http://bit.ly/1jTxYfZ Getting Started Workbook http://sforce.co/1MA4hzS More

2 days ago · 0 comments · 0 likes

Mallory Broyles

How To: Sales Cloud: Manage Opportunities Webinar *Now offered twice monthly!* Date/Time: Wednesday, August 19th at 8 - 9:30 am PST Format: Virtual, Listen-Only Webinar REGISTER HERE: https://help.salesforce.com/articleView?id=000320349&type=1&mode=1 During this engagement, a Success Guide will guide you through how to create an opportunity management process using Sales Cloud Lightning Experience You will also learn about available resources to help improve your understanding of Opportunities. See you then! More

3 days ago · 0 comments · 0 likes

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Getting Started Resources