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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

Jonathan Friedl

Hello all, Question I'm pursuing a marketing Cert just wondering which you think is base level? Marketing Cloud Consultant, Admin, or Email specialist. reading about them they all seem very similar More

4 hours ago · 0 comments · 0 likes

Lisa McConnell

I'm trying out the Lead Capture Form Builder. I've successfully added it to my website, the form works and sends a submission to my Leads view. However, there is a field for "Description" - where does that feed to? More

7 hours ago · 0 comments · 0 likes

Bhavin Patel

Introducing BRAND 🔥 *NEW* 🔥 Getting Started With: Dynamic Forms Document (Feel Free to Download) ************************************************************************************************ With Dynamic Forms, you can migrate the fields and sections from your page layout as individual components into the Lightning App Builder. Then, you can configure them just like the rest of the components on the page and give the users of that page only the fields and sections that they need. Resource Included: How-to Migrate a Record Page to Dynamic Forms (Article) Dynamic Forms Tips and Considerations (Article) Dynamic Forms Limitations (Article) Dynamic Form Known Issues (Article) ***Be sure to Check Page 2 for our complete content catalogue. Follow Me, Download the File👇 and keep blazing new trails! More

17 hours ago · 2 comments · 0 likes

Micah Qiu

@Trudy Ormond Thanks More

1 day ago · 0 comments · 0 likes

Whitney Greenwade

Welcome registrants / attendees of today's ENABLE THE USER EXPERIENCE WITH DATA webinar It's not too late to register: Discover how to import clean data, create valuable reports and validate the solution with your business users. Webinar deck: Webinar recording: Getting Started Resources - Community: Success Getting Started - Getting Started Workbook - Quick Start: Importing Data AppExchange - Salesforce CRM Dashboards from the AppExchange - Salesforce Data Quality Dashboards from the AppExchange Help & Training Links - Preparing Your Data for Import Article - Which Data Import/Export Tool Should I Use - Exporting Backup Data More

2 days ago · 0 comments · 0 likes

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CommUpdates · Lightning Learning Series · Salesforce · #TopCommunityContributor · Sales Cloud · #TuesdayTips · LCAnswers · Report · Page Layout · Process Builder

Getting Started Resources