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.

Join the Conversation

Recent Posts

Anu Chenthamarakshan

Please help with a scenarios :. 1. I have a user with a certain profile add notes to notes section in Tasks detail page. But the comments are getting refreshed ,when user with another profile tries to edit the comment. What could be the issue? 2. The date and time of comments logged are not displayed in comments section in Task detail page. Is it still an idea or do we have a work around ? Thanks! More

1 day ago · 0 comments · 0 likes

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 September 29th @ 2pm ET (11am PST) https://register.gotowebinar.com/rt/2097926832943410947 More

2 days ago · 0 comments · 1 likes

Aiyaz Ahmed

How to Successfully Implement Sales Cloud (Getting Started Series) Starting this Thursday, October 1st - Part 1 of 4 - Starting off our Sales Cloud Implementation! Register in advance for all 4 webinars - Part 1 Prepare: https://register.gotowebinar.com/rt/7780934095184727298 Part 2 Create: https://attendee.gotowebinar.com/rt/3401806909148698370 Part 3 Enable: https://register.gotowebinar.com/rt/8970589180125260546 Part 4 Deploy: https://register.gotowebinar.com/rt/2710714350327019780 More

2 days ago · 1 comments · 1 likes

Susan Johnston

Introducing: 8 Sales Cloud Productivity Tips to Drive Growth Working from home and staying productive has been challenging for many salespeople. Sales and operations leaders have had to dramatically alter their daily routines and the ways they connect with prospects and each other. We’ve been getting lots of questions about how Salesforce and other companies navigate challenges around COVID-19. With this in mind, Kaci Smith, regional vice president of sales, talked to account executives, Sales Cloud staff, and members from our Trailblazer community to gather their best advice and “pro tips” to help you get the most out of Sales Cloud when selling from home. This blog post highlights how sales teams use Sales Cloud from home and offers specific, actionable advice for getting more done. Who is it for? - Sales and Sales Operations leaders. - Sales Cloud customers who want to use Sales Cloud to work as efficiently as possible. - Anyone who’s curious how Salesforce’s own sales teams have handled COVID-19 challenges. More

3 days ago · 1 comments · 2 likes

Balma Sales

Hello everyone! I want my users ot be able to indicate they're off one day or they're on hooliday for a specific period of time without having to create a custome field for it on the calendar. Does Salesforce have anything that could be useuful? I've seen there is a "holidays" in the set up but I think it only works for customers and not internal users. Any help is much appreciated! More

3 days ago · 2 comments · 0 likes

Talking About...

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

Getting Started Resources