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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

Wondering how you can ✨ Deactivate an Account ✨ so a user can no longer log in to Salesforce? ⬇️ Check this out ⬇️ More

11 hours ago · 2 comments · 0 likes


Hi all, I hope you can help me. I have started a new role as a PM and am taking responsibility for Salesforce management. I have no prior experience, how can I work out what features are available for use in our system? We have the Enterprise edition and the products included are Sales Cloud, Einstein Features, Scratch Org, and Free Sandbox. My team wants to be able to use Salesforce mainly for communications with contacts. Any advice or suggestions would be appricated More

15 hours ago · 0 comments · 0 likes

Brenda Arroyo

Hi! I added related lists to my opportunity page layout but my users can't see the additions. Can someone know the solution to this? Users have a standard profile. More

2 days ago · 1 comments · 0 likes

Fraser Suyetsugu

Looking to understand the basics of Campaign Influence records without the use of Pardot/Maketing Cloud. I understand that a campaign influence record can have an allocated influence % percentage and this make sense when a record is manually created but how does this get set through automation? Ex: If I have two campaigns and I want to set the influence at an 60/40 split are these business rules applied to the logic of the trigger to set the appropriate influence % or is there a configuration that I am missing that defines the campaign to influence allocation? #[Campaign Influence] More

2 days ago · 0 comments · 1 likes

Bhavin Patel

Happy Tuesday Trailblazers! Let's learn how to find out who deleted a record in Salesforce. Check out the video linked below for a quick tip in action! More

2 days ago · 1 comments · 2 likes

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