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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Laura Woods

*Getting Started: Sales Cloud: Field Setup and Layout* Date/Time: Tuesday, August 11, 2020 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

20 hours ago · 0 comments · 0 likes

Bhavin Patel

🎉🎉🎉🎉🎉 Congratulations to our AWESOME Top Community Contributor, @Bartek Dyczkowski 🏆🏆🏆🏆🏆, who contributed to 82 Questions during July 2020! Your efforts and valuable expertise are truly appreciated in the Trailblazer Community. Once again, thank you for all your hard work that has made a difference for our community members. We appreciate all you do to help keep our community members fresh and up to date. 🎖🎖🎖🎖🎖 See how @Bartek Dyczkowski unfolds with the Best Answer on How to edit "Create a Record" subject in process builder 👉👉👉 https://sforce.co/33DR77B More

20 hours ago · 3 comments · 1 likes

Bhavin Patel

🏆🏆🏆🏆🏆 Congratulations and a Big Thank You to our AWESOME Top Community Contributor, @Paul McCollum, who contributed to 272 questions during July 2020! Your efforts, presence and valuable expertise are truly appreciated in the Trailblazer Community. Once again, thank you for all that you do to share your knowledge and support with our customers. We truly appreciate it! 🥇🥇🥇🥇🥇 See how @Paul McCollum unfolds with the Best Answer on How to update a field in opportunities from the account object 👉👉👉 https://sforce.co/2XDYtVb More

20 hours ago · 4 comments · 1 likes

Bhavin Patel

Introducing BRAND 🔥 *NEW* 🔥 Getting Started Resource: Page Layouts (Feel Free to download) ************************************************************************************************ Page layouts control the layout and organization of buttons, fields, s-controls, Visualforce, custom links, and related lists on object record pages. They also help determine which fields are visible, read only, and required. Use page layouts to customize the content of record pages for your users. ***Be sure to Check Page 2 for our complete content catalogue. Follow Me, Download the File👇 and keep blazing new trails! Resources Included: 1. Page Layouts- Overview (Article) - Edit Page Layouts for Standard Objects (Article) - Edit Page Layouts for Custom and External Objects (Article) 2. Customize Page Layouts with the Enhanced Page Layout Editor (Article) - Enhanced Page Layout Editor User Interface Elements (Article) - Guidelines for Using the Enhanced Page Layout Editor (Article) - Page Layout Tips (Article) - Page Layout Considerations (Article) 3. Set Page Layouts and Fields-Level Security (Article) 4. Assign Page Layouts to Profiles or Record Types (Article) 5. Assign Page Layouts from a Customize Page Layout or Record Type Page (Article) 6. Edit Multi-Line Layouts for Opportunity Products (Article) 7. Build Page Layouts for Custom Objects (Article) 8. How Page Layouts work in the Salesforce Mobile App (Article) 9. Page Layout in Lightning Experience (Article) 10. Tips for Optimizing Page Layouts for the Salesforce Mobile App (Article) 11. Manage Mobile Cards in the Enhanced Page Layout Editor (Article) 12. Customize Related Lists (Article) 13. Customize Details Page Buttons (Article) 14. Customize Page Layouts with the Original Page Layout Editor (Article) 15. Compact Layouts (Article) - Create Compact Layouts (Article) - Assign Compact Layouts to Record Types (Article) - Notes on Compact Layouts (Article) 16. Customize Search Layouts (Article) - Notes on Search Layouts (Article) Trailhead, Webinar and more… More

22 hours ago · 4 comments · 0 likes

Alvaro Jose Lozano Arias

Hello, I want to know if there a Spanish version of the getting started work book Thank you More

1 day ago · 0 comments · 0 likes

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Getting Started Resources