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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

Laura Woods

Insights: Sales Cloud: Design Reports and Dashboards Accelerator Webinar Date/Time: Wednesday, January 20th, 2 PM - 3:30 PM CST Format: Virtual, Listen-Only Webinar REGISTER HERE: 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

3 days ago · 0 comments · 0 likes

Amy Irving

Hello! Does anyone know how to configure a promotion to display the price after the % off on the product landing page? Any help is appreciated! More

3 days ago · 0 comments · 0 likes

Rebecca Glasser

Has anyone used an org-wide email address for a user? We're setting up some integrations for Marketing (ZoomInfo and Outreach) and need an email address for the integration user, and I'm wondering if there are any system impacts to using the existing org-wide email address. Thank you! More

3 days ago · 3 comments · 0 likes

Rhythm Saidha

Hello everyone, My name is Rhythm Saidha and this is my first post in this group. I recently passed my Admin Cert and would now like to study for Sales Cloud. Other than Trailhead and FoF, what would you suggest I look into? Thanks in advance! More

4 days ago · 0 comments · 0 likes

Jean-Se Dorais

Collecting Data from A Web Form This How-To is all about collecting data or pushing data from any web form into Salesforce. We are a proud partner of FormAssembly and are leveraging their awesome tool to do this data collection. FormAssembly goes far beyond Salesforce’s standard web-to-lead functionality and gives you the capability to create any type of form and have the data pushed into your Salesforce instance. This data can be sent to any of the standard objects or any custom ones you’ve developed. You can sign up for a 14-day trial on their website, and if you are interested in going beyond the trial, reach out at the address below, and I will be able to provide you with a discount! Enjoy! #Salesforce #Integration #How-To #FormAssembly #WebToLead #TwentyOneKnots More

4 days ago · 0 comments · 0 likes

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CommUpdates · Lightning Learning Series · Salesforce · #TopCommunityContributor · Sales Cloud · LCAnswers · #TuesdayTips · Report · Process Builder · Reports & Dashboards

Getting Started Resources