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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 Parnell

How to: Get the Most Out of Sales Forecasting Accelerator Webinar *Now offered twice monthly!* Date/Time: Monday, April 19, 2021 @ 10am PST Format: Virtual, Listen-Only Webinar Hosts: Whitney Parnell / Ruth Deckard REGISTER HERE FOR US: Learn how to enable Forecasting in Lightning Experience so you can more accurately predict future sales. In this Accelerator Webinar, we'll show you how to turn this function on and walk you through the collaborative forecasting features, functions, and best practices. Looking forward to seeing you all there! More

41 minutes ago · 0 comments · 0 likes

Bhavin Patel

Did you know? You can freeze a User account instead of deactivating them. Here's how ⬇️ More

43 minutes ago · 1 comments · 0 likes

Bhavin Patel

Let's learn how you can control privacy settings when you import files with the field 'File Privacy on Records.' Here's How ⬇️ More

2 hours ago · 1 comments · 0 likes

Bhavin Patel

Capture your unique business data by storing it in custom fields. Get started today ⬇️ More

4 hours ago · 1 comments · 0 likes

Bianca Suarez

📢 Getting Started with Salesforce: Start with the Fundamentals 📢 ARE YOU NEW TO SALES CLOUD? ARE YOU AN ADMIN? Want to get familiarized with the App? Want to see us demo Lead / Opportunity Management? Want to learn some basics of Security and User Management? THEN JOIN ME LIVE TUESDAY APRIL 13TH @ 2pm ET (11am PST) REGISTER HERE: More

1 day ago · 0 comments · 0 likes

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