Trailblazer Community

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

Kristy Licari

I want to change the activities tab in Opps to include notes. #AskASalesforceCloudExpert More

16 hours ago · 2 comments · 0 likes

Bhavin Patel

💪 Happy Tuesday Trailblazers! Wondering how to mass transfer multiple accounts, leads, service contracts, and custom objects from one user to another? We've you covered! Check out the video linked 👇 for a quick tip in action! More

21 hours ago · 5 comments · 1 likes

Bhavin Patel

Make Your custom picklist field values global by promoting the picklist to a global value set. Here's how 👇 More

22 hours ago · 1 comments · 0 likes

Laura Woods

*Insights: Sales Cloud: Design Reports and Dashboards Accelerator Webinar* Date/Time: Wednesday, July 15th, 2 PM - 3:30 PM Central Format: Virtual, Listen-Only Webinar REGISTER HERE: https://help.salesforce.com/articleView?id=000321986&type=1&mode=1 During this engagement, a Success Guide will walk you through the step-by-step process of configuring a sample Opportunity report and dashboard from a standard report type. You will also learn about available resources to help improve your understanding of reports and dashboards. See you then! More

2 days ago · 0 comments · 0 likes

Bhavin Patel

👋 Hey Admins! Wondering what's the difference between standard fields and custom fields? Check this out ⬇️ More

2 days ago · 4 comments · 0 likes

Talking About...

CommUpdates · Lightning Learning Series · Salesforce · Start With The Fundamentals · Sales Cloud · #TopCommunityContributor · #TuesdayTips · Picks From The Pack - Service Cloud · LCAnswers · Enable The User Experience With Data

Getting Started Resources