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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

Bhavin Patel

Let's learn how to set up users and control how they can view and edit your business data. Click 👇 to learn more! More

17 minutes ago · 1 comments · 0 likes

Bhavin Patel

Happy Tuesday Trailblazers! Let's discover easy ways to delete many records at once. Join Master Solution Architect @Iman Maghroori as he shows you through the Mass Delete app from the AppExchange, and shows you how to add the mass delete button to your list view pages. Come Join 🏃🏻♂️ More

2 hours ago · 1 comments · 0 likes

Brenda Arroyo

Hi, I have a question. Does anyone know of a formula I can use for fields to enforce proper case? Ideally, I am looking for a formula to keep the first letter as a capital and then the rest being lower case. Any suggestions? More

23 hours ago · 1 comments · 0 likes

Bhavin Patel

📚 Let's learn all about custom field types. Come join me 👇 More

1 day ago · 1 comments · 2 likes

Whitney Greenwade

How To: Sales Cloud: Managing Activities in Lightning *Now offered twice monthly!* Date/Time: Wednesday, November 25, 10:00 AM - 11:30 AM CT Format: Virtual, Listen-Only Webinar Hosts: Ashley Sanders, Whitney Parnell REGISTER HERE: 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

3 days ago · 0 comments · 0 likes

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Getting Started Resources