Sales Cloud - Getting Started

Marcelo da Silva Velame

Can someone help me please. How to send an email notification of a field change Hi, I am trying to send an email to a client when he opens a case (sending or opening case email) and when I change the status of the case), no case changes any value or STATUS field, send the email automatically to a CLIENT . This customer was captured by email to place this form on a website. More

4 hours ago · 6 comments · 0 likes

Bhavin Patel

Introducing BRAND 🔥 *New* 🔥 Opportunity Team and Splits Document (Feel Free to download) ************************************************************************************************ Set up opportunity teams to make it easier for sales reps to track and collaborate on specific opportunities. Opportunity splits lets you share revenue from a Closed-Won opportunity among team members. ***Be sure to Check Page 2 for our complete content catalogue. Follow Me, Download the File👇 and keep blazing new trails! Resource Included: Opportunity Teams and Opportunity Splits - Opportunity Teams - Opportunity Splits Opportunity Teams - Set Up Opportunity Teams Manage Your Opportunity Teams - Guidelines for Using Opportunity Teams - Guidelines for Setting up Default Opportunity Team - Guidelines for Updating Opportunity Team Members - Considerations for Removing Opportunity Team Members - Update Multiple Opportunity Team members - Things to Know About Updating Multiple Opportunity Team Members - Report on Opportunity Teams - Opportunity Team Fields Opportunity Splits Set Up Opportunity Splits - Enable Opportunity Splits - Considerations for Enabling Opportunity Splits - Create Custom Opportunity Split Types - Considerations for Removing Opportunity Split Types - Considerations for Editing Multiline Layouts for Opportunity Splits - Considerations for Disabling Opportunity Splits Manage Opportunity Splits - Create Opportunity Splits - Considerations for Creating Opportunity Splits Trailhead, and more… More

18 hours ago · 1 comments · 0 likes

Aiyaz Ahmed

Welcome to the PREPARE FOR SUCCESS webinar Register here for our other webinars: http://bit.ly/GSWebinarRegister Here are all the links and resources we will be discussing during our session: Webinar Deck: http://bit.ly/1jTxmHi Webinar Recording: http://bit.ly/GSWebinarsRecordings Getting Started Resources Quick Start: Getting Started with Salesforce: http://bit.ly/1jTxYfZ Getting Started Workbook: http://sforce.co/1AOfebO Quick Start: Successfully Implement with Salesforce.com Partners: http://bit.ly/1aaqFCC More

2 days ago · 1 comments · 2 likes

Anitha Sadhasivaraja

What is 'Update Lead Source' check box will do while converting leads? When convert leads, I am choosing 'Update Lead Source' check box and existing/matching Contact record. . My understanding is it will overwrite existing information with current lead information in Contact record. This is not working for me. What am I missing? More

3 days ago · 1 comments · 0 likes

Laura Woods

How To: Sales Cloud: Managing Activities in Lightning Date/Time: Wednesday, July 8th, 10:00 AM - 11:30 AM CT Format: Virtual, Listen-Only Webinar Hosts: Laura Woods, Ashley Sanders REGISTER HERE: https://register.gotowebinar.com/rt/8809772442681010177 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