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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

Happy Tuesday Trailblazers! Today we will learn how to add quota data for collaborative forecasts via Data Loader. Ready to learn? 💻 Click below 👇 More

5 hours ago · 1 comments · 0 likes

Bhavin Patel

🧭 Let's explore data settings for dashboard chart components, come join me 👇 More

5 hours ago · 3 comments · 1 likes

Bhavin Patel

Are you creating and updating Record Types and Picklist? 📖 Here are some consideration to keep in mind 👇 More

1 day ago · 1 comments · 0 likes

Pragnesh Patel

Stage value in Opportunity not reflected after deactivating the old and added new values in Sandbox. did someone know how much time it will take or what else needs to be done so it can be visible when you create new opportunity or edit? More

1 day ago · 0 comments · 0 likes

Bhavin Patel

📚 Let's learn how to use field level security to prevent access to specific fields on a profile by profile basis. Here's how 👇 More

1 day ago · 4 comments · 1 likes

Talking About...

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

Getting Started Resources