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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

Tammy Rahn

As threats against user credentials grow more common, it's increasingly important to implement strong security measures that safeguard your Salesforce data. To enhance the security of your user accounts and better protect against threats like phishing attacks and credential stuffing, we strongly recommend enabling multi-factor authentication (MFA). For customers with Lightning Experience or Salesforce Classic, we’re here to help with the new Multi-Factor Authentication Assistant — your central hub for delivering MFA to your users. It’s available from Setup, in Lightning Experience only. The Assistant guides you through a recommended process for a successful rollout — from evaluating requirements and planning your project to implementing MFA, launching it to users, and driving adoption. The process is organized into three phases: Get Ready, Roll Out, and Manage. Each phase includes a set of suggested steps, with supporting resources and tools to help customers take action. For full details, check out "Meet the Multi-Factor Authentication Assistant" in Salesforce Help (https://help.salesforce.com/articleView?id=mfa_mfa_assistant.htm). More

45 minutes ago · 0 comments · 0 likes

Bhavin Patel

Let's help readers understand your data quickly and easily and show the data in chart form. ❇️ Add a Chart to a Report ⚙️ Chart Properties 🖥 Present Data Effectively with Charts Click 👇 to learn more! More

6 hours ago · 1 comments · 1 likes

Bhavin Patel

🧐 Did you know? Object-specific actions let users create records with automatic relationships to other records, make updates to specific records, and interact with records in ways that you define. Here's how 👇 More

7 hours ago · 1 comments · 2 likes

Whitney Greenwade

How To: Sales Cloud: Managing Activities in Lightning *Now offered twice monthly!* Date/Time: Wednesday, October 28th, 10:00 AM - 11:30 AM CT Format: Virtual, Listen-Only Webinar Hosts: Ashley Sanders, Whitney Parnell REGISTER HERE: https://register.gotowebinar.com/rt/8809772442681010177 Learn how to drive productivity by optimizing the use of core Activity Management features in Lightning, for both users and administrators. We will discuss the use of Activities, including: Tasks, Events, Emails, and Logged Calls. This session is ideal for you if you want to: Increase sales rep efficiency and productivity, decrease time completing administrative tasks, increase sales user login rates, and receive additional insights that come from tracking activities. More

9 hours ago · 0 comments · 0 likes

Michelle Mai

Hi, Recently we receive below error. Anybody knows what happened? "Hi,We tried to render your subscribed report, ''report name"' but couldn't for this reason: 1481872508-168693 (-1457219799)Try viewing the report in Salesforce. Here's a link to the report:... " More

18 hours ago · 0 comments · 0 likes

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