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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

Whitney Greenwade

How To: Sales Cloud: Managing Activities in Lightning *Now offered twice monthly!* Date/Time: Wednesday, January 27, 10:00 AM - 11:30 AM CT Format: Virtual, Listen-Only Webinar Hosts: Whitney Greenwade, Ashley Sanders REGISTER HERE: Learn how to drive productivity by optimizing the use of core Activity Management features in Lightning, for both users and administrators. We will discuss the use of Activities, including: Tasks, Events, Emails, and Logged Calls. This session is ideal for you if you want to: Increase sales rep efficiency and productivity, decrease time completing administrative tasks, increase sales user login rates, and receive additional insights that come from tracking activities. More

1 hour ago · 0 comments · 0 likes

Jonathan Friedl

Hello all, Question I'm pursuing a marketing Cert just wondering which you think is base level? Marketing Cloud Consultant, Admin, or Email specialist. reading about them they all seem very similar More

20 hours ago · 1 comments · 1 likes

Lisa McConnell

I'm trying out the Lead Capture Form Builder. I've successfully added it to my website, the form works and sends a submission to my Leads view. However, there is a field for "Description" - where does that feed to? More

23 hours ago · 0 comments · 0 likes

Bhavin Patel

Introducing BRAND 🔥 *NEW* 🔥 Getting Started With: Dynamic Forms Document (Feel Free to Download) ************************************************************************************************ With Dynamic Forms, you can migrate the fields and sections from your page layout as individual components into the Lightning App Builder. Then, you can configure them just like the rest of the components on the page and give the users of that page only the fields and sections that they need. Resource Included: How-to Migrate a Record Page to Dynamic Forms (Article) Dynamic Forms Tips and Considerations (Article) Dynamic Forms Limitations (Article) Dynamic Form Known Issues (Article) ***Be sure to Check Page 2 for our complete content catalogue. Follow Me, Download the File👇 and keep blazing new trails! More

2 days ago · 2 comments · 2 likes

Micah Qiu

@Trudy Ormond Thanks More

2 days ago · 0 comments · 0 likes

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