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.

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Recent Posts

Bhavin Patel

📚 Learn how to trigger a field update using a process builder when a related record is edited. No code required! Check out ⬇️ to learn more! More

5 hours ago · 1 comments · 0 likes

Bhavin Patel

🌤 Rise and shine Happy Tuesday Trailblazers! Ready to learn📚 ? Today, we will learn how to mass create and insert users with Data Loader. Check out the video linked ⬇️ for a quick tip in action! More

6 hours ago · 4 comments · 2 likes

Bhavin Patel

📣📣📣📣📣 Shoutout to our AWESOME Top Community Contributor, @Krishna Dadi, who contributed to 212 Questions during July 2020! Your efforts and valuable expertise are truly appreciated in the Trailblazer Community. Once again, thank you for all that you do to share your knowledge with our customers! See how @Krishna Dadi unfolds with the Best Answer on How to restrict users to create a Lead record with Email Id 👉👉👉 https://sforce.co/39ZfvSw More

1 day ago · 3 comments · 3 likes

Curtis Litun

I'm trying to complete, what should be a fairly simple process. - From the gear icon ( ), click Setup to launch the setup page. We use Setup a lot, so remember this step! - Click the Object Manager tab. - Click Contact. - Under Fields & Relationships, click New. - A data type indicates what kind of information your field holds. For this field, pick Checkbox and click Next. - The Field Label is what you see on the Contact page. Enter Prequalified? and click Next. - Click Next and then Save. Getting to step 4 has worked. Now when I click 'NEW' there is simply a blank page, nothing to choose from. According to the instructions there should be an option on the page that allows me to choose 'checkbox' . Since there is only a blank page this can not be completed. Im currently in Lightning for it. Switching between 3 different browsers hopefully is not a realistic answer to this. I look forward to suggestions. More

1 day ago · 5 comments · 0 likes

Bhavin Patel

🔆 Introducing Permission Sets: they extend users’ functional access without changing their profiles. Check out the video linked ⬇️ to learn more! More

1 day ago · 1 comments · 0 likes

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