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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

Vadym Bombyk

Hello friends! Does it possible to set up field-level security for custom Activity object fields automatically (by using Apex)? More

2 days ago · 1 comments · 0 likes

Tom Dodson

eliminating duplicates-how tos? More

3 days ago · 6 comments · 1 likes

Whitney Greenwade

Welcome registrants / attendees of today's ENABLE THE USER EXPERIENCE WITH DATA webinar Its not too late to register: https://cs.salesforce.com/events/7013y000000ZbRpAAK Discover how to import clean data, create valuable reports and validate the solution with your business users. Webinar deck: http://bit.ly/1ibZhYW Webinar recording: http://bit.ly/GSWebinarsRecordings Getting Started Resources - Community: Success Getting Started http://bit.ly/GettingStartedSalesforce - Getting Started Workbook http://sforce.co/1AOfebO - Quick Start: Importing Data http://bit.ly/14CTyik AppExchange - Salesforce CRM Dashboards from the AppExchange http://bit.ly/1sNye7o - Salesforce Data Quality Dashboards from the AppExchange http://bit.ly/1h3B4wF Help & Training Links - Preparing Your Data for Import Article http://bit.ly/1piggr4 - Which Data Import/Export Tool Should I Use http://bit.ly/1pigizn - Exporting Backup Data http://bit.ly/1pigoa8 More

3 days ago · 0 comments · 1 likes

Mandy Pham

Vision and Strategy Best Practices Webinar Date/Time: Wednesday, April 21st, 10:30-11:30 AM PST Format: Virtual, Listen-Only Webinar Hosts: Lori Pope and Mandy Pham REGISTER HERE: https://salesforce.zoom.us/webinar/register/WN_2zI6fm_uQwOacx2B7CNN4A During this engagement, we will provide you with a deep-dive into creating the Vision and Strategy for your org. See you then! @* Release Readiness Trailblazers * @* Sales Cloud - Best Practices * More

4 days ago · 0 comments · 1 likes

Whitney Parnell

How to: Get the Most Out of Sales Forecasting Accelerator Webinar *Now offered twice monthly!* Date/Time: Monday, April 19, 2021 @ 10am PST Format: Virtual, Listen-Only Webinar Hosts: Whitney Parnell / Ruth Deckard REGISTER HERE FOR US: https://cs.salesforce.com/events/7013y000000Zbk8AAC Learn how to enable Forecasting in Lightning Experience so you can more accurately predict future sales. In this Accelerator Webinar, we'll show you how to turn this function on and walk you through the collaborative forecasting features, functions, and best practices. Looking forward to seeing you all there! More

4 days ago · 0 comments · 1 likes

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Lightning Learning Series · CommUpdates · Salesforce · #TopCommunityContributor · Sales Cloud · #TuesdayTips · LCAnswers · Process Builder · Reports · Report