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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

Koichi Tezuka

Hello, I would like to ask about "Watch Your Pipeline Change Over Time" Are there any body who can "enable Historical Trend Reporting for Opportunities in Setup." ? Please let me know how you could make it. I can not find Historical Trend Reporting for Opportunities in Setup in Org62. Thank you. More

2 hours ago · 0 comments · 0 likes

Erna Tjhang

Hello, I try to connect MC Connector. It's already have the list of content builder Marketing Cloud in the sales cloud but it's failed when i try to send email from sales cloud. Am i need to request activate something to support or my connector setting still have something wrong. Please help... Thanks. More

6 hours ago · 0 comments · 0 likes

Vaishali Bhange

Hello , I wanted to setup an external Inside Sales team in our Org. They should only be able to access leads created by them and leads that belong to a certain queue. How can I achieve this ? Our sharing settings are Public Read/Write for most objects. Please advise! Thanks More

8 hours ago · 2 comments · 0 likes

Gil Pal

Facebook campaign Offline Conversions. How to report from Salesforce to Facebook campaigns on converted leads. Not using Zapier but directly for security requirements. Saw a movie describing a salesforce app but couldn't find it More

1 day ago · 0 comments · 0 likes

Aiyaz Ahmed

How to Successfully Implement Sales Cloud (Getting Started Series) Series kicking off Thursday August 6th - Part 1 of 4 - Starting off your Sales Cloud Implementation! Register in advance for all 4 webinars - Part 1 Prepare: Part 2 Create: Part 3 Enable: Part 4 Deploy: More

1 day ago · 1 comments · 1 likes

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