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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

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

18 minutes ago · 0 comments · 0 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 hours ago · 1 comments · 0 likes

Mandy Pham

Vision and Strategy Best Practices Webinar Date/Time: Wednesday, December 2nd, 10:30-11:30 AM PST Format: Virtual, Listen-Only Webinar Hosts: Lori Pope and Mandy Pham REGISTER HERE: During this engagement, we will provide you with a deep-dive into the Compass Domain of Vision and Strategy. This will allow you to successfully map out your business goals and objectives to Salesforce. See you then! More

16 hours ago · 0 comments · 0 likes

Bhavin Patel

🚀 Let's discover how you can use ✨ Change Sets ✨ to send customizations from one Salesforce org to another. ⬇️ Click below to learn more ⬇️ More

1 day ago · 1 comments · 1 likes

Bhavin Patel

👋 Hey Admins, do you have a duplicate rule that isn’t catching the records you think should be flagged as potential duplicates? ⬇️ Check out this troubleshooting video to learn more ⬇️ More

1 day ago · 1 comments · 0 likes

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