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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

Mandy Pham

Vision and Strategy Best Practices Webinar Date/Time: Wednesday, December 2nd, 10:30-11:30 AM PST Format: Virtual, Listen-Only Webinar Hosts: Lori Pope and Mandy Pham REGISTER HERE: During this engagement, we will provide you with a deep-dive into the Compass Domain of Vision and Strategy. This will allow you to successfully map out your business goals and objectives to Salesforce. See you then! More

10 hours ago · 0 comments · 0 likes

Bhavin Patel

🚀 Let's discover how you can use ✨ Change Sets ✨ to send customizations from one Salesforce org to another. ⬇️ Click below to learn more ⬇️ More

20 hours ago · 1 comments · 1 likes

Bhavin Patel

👋 Hey Admins, do you have a duplicate rule that isn’t catching the records you think should be flagged as potential duplicates? ⬇️ Check out this troubleshooting video to learn more ⬇️ More

20 hours ago · 1 comments · 0 likes

Mahesh Belage

Hi All, Anybody help me I have completed Sfdc admin from trailhead and i'm weak in coding part. please help me for next path More

2 days ago · 1 comments · 0 likes

Jennifer Park

Hello - Is there a way to be able to evaluate tasks as being inbound or outbound attempts? I was hoping to push a custom field from Email Message to Task, but not finding an easy way to do it. But this wouldn't solve for all the task-emails that are being sent by other platforms (Salesloft), which categorizes them as tasks. I was thinking of evaluating the Description/Comments field. to scrape the first To:, but wasn't sure if there is a way to do that. Would love to hear what others have done. More

5 days ago · 0 comments · 0 likes

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Getting Started Resources