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

Jennifer Park

Hello - Is there a way to be able to evaluate tasks as being inbound or outbound attempts? I was hoping to push a custom field from Email Message to Task, but not finding an easy way to do it. But this wouldn't solve for all the task-emails that are being sent by other platforms (Salesloft), which categorizes them as tasks. I was thinking of evaluating the Description/Comments field. to scrape the first To:, but wasn't sure if there is a way to do that. Would love to hear what others have done. More

2 days ago · 0 comments · 0 likes

Bhavin Patel

✨ Check out the How-to add Colors and Branding to Salesforce with Themes ✨ ⬇️ Here's How ⬇️ More

3 days ago · 2 comments · 1 likes

Aiyaz Ahmed

For the attendees for our "Getting Started: Start with the Fundamentals" webinar TODAY: Here are the webinar resources just for you: - Deck: - Recordings: More

4 days ago · 0 comments · 0 likes

Bhavin Patel

Let's learn how to set up users and control how they can view and edit your business data. Click 👇 to learn more! More

4 days ago · 1 comments · 0 likes

Bhavin Patel

Happy Tuesday Trailblazers! Let's discover easy ways to delete many records at once. Join Master Solution Architect @Iman Maghroori as he shows you through the Mass Delete app from the AppExchange, and shows you how to add the mass delete button to your list view pages. Come Join 🏃🏻♂️ More

4 days ago · 1 comments · 0 likes

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CommUpdates · Lightning Learning Series · Salesforce · #TopCommunityContributor · Sales Cloud · LCAnswers · #TuesdayTips · Start With The Fundamentals · Process Builder · Report

Getting Started Resources