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

seth weiland

Dear Fellow Business Analysts! I'm looking for a Salesforce Fit Gap Analysis Worksheet. Something to track our business requirements and track whether the requirement is a Fit or a Gap, using Salesforce functionality. Any example Fit Gap worksheet would be greatly appreciated! Thanks! -s More

4 hours ago · 1 comments · 0 likes

Lauren Williams

Hey All, I'm super new to Salesforce and these community forums but I have a few questions relating to On Site Search. If this is not the right forum to ask these could someone recommend a different one. Questions: - I'm trying to find what part of Search I use to to create a search result linking to a URL. For example: Customer types in "Returns" in our onsite search - I want to direct that search to our return info page. - My other questions are related to Reports & Dashboard Analytics - 1. Why would the Salesforce Sales Dashboard be reporting differently to GA? 2. Promotions Dashboard: - Revenue Impact By Promotion Discount:Is the revenue recorded amount after the discount For example: A product X is normally $100 it is now associated with a promotion that is $50, I sell 1 unit. Will it record as: Total Discount: $50 Revenue Total: $50 NOT $100 Is the revenue recorded amount after the discount For example: A product X is normally $100 it is now associated with a promotion that is $50, I sell 1 unit. Will it record as: Total Discount: $50 Revenue Total: $50 NOT $100 - Most Used Coupons: I’d like to evaluate each coupon code to see its revenue and total discount provided For example: we have a coupon name “INFLUENCER” which has several unique coupon codes attached to it that we need to report on individually. Product DashboardRevenue recorded is this the revenue of the products original price OR does it exclude all promotions used on that product? Thanks so much More

8 hours ago · 0 comments · 0 likes

Bhavin Patel

🌤 Happy Tuesday Trailblazers! It's a new week of new learning! Learn important tips for enabling Multi-Currency feature for your organization! Check out the video linked ⬇️ for a quick tip in action! More

2 days ago · 1 comments · 0 likes

Heather Shuryan

📢📢 Coming up this Thursday! How To: Sales Cloud: Improve Efficiencies with Key Lightning Features Date/Time: Thursday, Aug 6, 11:00 AM - 12:15 PM PT Format: Virtual, Listen-Only Webinar Hosts: Elizabeth Farrellee, Heather Shuryan REGISTER HERE: https://register.gotowebinar.com/rt/4536122482613306114 This engagement will help you make the most of the Sales Cloud Lightning features, and also help you identify which ones best suit your business needs. The hosts will educate customers on the key Lightning features available in Sales Cloud, which includes: Utility Items, Themes and Branding, Path, customizing Record Pages, Console Apps and more! This webinar is ideal for customers who would like to understand what some of the most valuable Lightning features are in Sales Cloud that can help their sales reps be more productive. More

3 days ago · 0 comments · 0 likes

Colleen Shrawder

I need some help - I'm sure there's an easy answer, but I've never dealt with this and don't know it. I need to run reports about the purchase history of specific accounts/contacts. One per account. Does that report already exist, or can someone point me in the right direction to build it? More

3 days ago · 6 comments · 0 likes

Talking About...

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

Getting Started Resources