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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

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

20 hours ago · 0 comments · 0 likes

Bhavin Patel

Automate your business processes with Process Builder, it gives you a graphical representation as you build it! Here's how 👇 More

23 hours ago · 1 comments · 0 likes

Gwendolyn Groeneveld

Hi everyone, I've been busy all week with preparing our master lists from our old CRM to import into Salesforce. I've come across several challenges. One of them is that I receive a notification email from Salesforce that the import was successful but that some accounts have been ignored for example because they seemed to be duplicates I have occasionally received a similar notification email with report of actual errors, along with a CSV specifying the errors from the import. However the error records mentioned in the email also do not match the number of records in the CSV file attached. In a nutshell I'm wondering if I should worry about any of the record that are mentioned in the email but not listed in the attached CSV. What are your experiences with your initial import of master lists into Salesforce? More

1 day ago · 1 comments · 0 likes

Bhavin Patel

📚 Learn how to trigger a field update using a process builder when a related record is edited. No code required! Check out ⬇️ to learn more! More

2 days ago · 1 comments · 0 likes

Bhavin Patel

🌤 Rise and shine Happy Tuesday Trailblazers! Ready to learn📚 ? Today, we will learn how to mass create and insert users with Data Loader. Check out the video linked ⬇️ for a quick tip in action! More

2 days ago · 4 comments · 2 likes

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

Getting Started Resources