Sales Cloud - Getting Started

Kristy Licari

I want to change the activities tab in Opps to include notes. #AskASalesforceCloudExpert More

7 hours ago · 2 comments · 0 likes

Bhavin Patel

💪 Happy Tuesday Trailblazers! Wondering how to mass transfer multiple accounts, leads, service contracts, and custom objects from one user to another? We've you covered! Check out the video linked 👇 for a quick tip in action! More

12 hours ago · 4 comments · 1 likes

Bhavin Patel

Make Your custom picklist field values global by promoting the picklist to a global value set. Here's how 👇 More

13 hours ago · 1 comments · 0 likes

Laura Woods

*Insights: Sales Cloud: Design Reports and Dashboards Accelerator Webinar* Date/Time: Wednesday, July 15th, 2 PM - 3:30 PM Central Format: Virtual, Listen-Only Webinar REGISTER HERE: https://help.salesforce.com/articleView?id=000321986&type=1&mode=1 During this engagement, a Success Guide will walk you through the step-by-step process of configuring a sample Opportunity report and dashboard from a standard report type. You will also learn about available resources to help improve your understanding of reports and dashboards. See you then! More

2 days ago · 0 comments · 0 likes

Bhavin Patel

👋 Hey Admins! Wondering what's the difference between standard fields and custom fields? Check this out ⬇️ More

2 days ago · 4 comments · 0 likes