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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

Aiyaz Ahmed

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 July 7th @ 2pm EST (11am PST) More

1 day ago · 0 comments · 0 likes

Marcelo da Silva Velame

Can someone help me please. How to send an email notification of a field change Hi, I am trying to send an email to a client when he opens a case (sending or opening case email) and when I change the status of the case), no case changes any value or STATUS field, send the email automatically to a CLIENT . This customer was captured by email to place this form on a website. More

2 days ago · 9 comments · 0 likes

Bhavin Patel

Introducing BRAND 🔥 *New* 🔥 Opportunity Team and Splits Document (Feel Free to download) ************************************************************************************************ Set up opportunity teams to make it easier for sales reps to track and collaborate on specific opportunities. Opportunity splits lets you share revenue from a Closed-Won opportunity among team members. ***Be sure to Check Page 2 for our complete content catalogue. Follow Me, Download the File👇 and keep blazing new trails! Resource Included: Opportunity Teams and Opportunity Splits - Opportunity Teams - Opportunity Splits Opportunity Teams - Set Up Opportunity Teams Manage Your Opportunity Teams - Guidelines for Using Opportunity Teams - Guidelines for Setting up Default Opportunity Team - Guidelines for Updating Opportunity Team Members - Considerations for Removing Opportunity Team Members - Update Multiple Opportunity Team members - Things to Know About Updating Multiple Opportunity Team Members - Report on Opportunity Teams - Opportunity Team Fields Opportunity Splits Set Up Opportunity Splits - Enable Opportunity Splits - Considerations for Enabling Opportunity Splits - Create Custom Opportunity Split Types - Considerations for Removing Opportunity Split Types - Considerations for Editing Multiline Layouts for Opportunity Splits - Considerations for Disabling Opportunity Splits Manage Opportunity Splits - Create Opportunity Splits - Considerations for Creating Opportunity Splits Trailhead, and more… More

3 days ago · 2 comments · 1 likes

Aiyaz Ahmed

Welcome to the PREPARE FOR SUCCESS webinar Register here for our other webinars: Here are all the links and resources we will be discussing during our session: Webinar Deck: Webinar Recording: Getting Started Resources Quick Start: Getting Started with Salesforce: Getting Started Workbook: Quick Start: Successfully Implement with Partners: More

4 days ago · 1 comments · 2 likes

Anitha Sadhasivaraja

What is 'Update Lead Source' check box will do while converting leads? When convert leads, I am choosing 'Update Lead Source' check box and existing/matching Contact record. . My understanding is it will overwrite existing information with current lead information in Contact record. This is not working for me. What am I missing? More

5 days ago · 1 comments · 0 likes

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Getting Started Resources