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

Bhavin Patel

🌤 Happy Tuesday Trailblazers! It's a new week of new learning! Learn important tips for enabling Multi-Currency feature for your organization! Check out the video linked ⬇️ for a quick tip in action! More

2 days ago · 1 comments · 0 likes

Heather Shuryan

📢📢 Coming up this Thursday! How To: Sales Cloud: Improve Efficiencies with Key Lightning Features Date/Time: Thursday, Aug 6, 11:00 AM - 12:15 PM PT Format: Virtual, Listen-Only Webinar Hosts: Elizabeth Farrellee, Heather Shuryan REGISTER HERE: This engagement will help you make the most of the Sales Cloud Lightning features, and also help you identify which ones best suit your business needs. The hosts will educate customers on the key Lightning features available in Sales Cloud, which includes: Utility Items, Themes and Branding, Path, customizing Record Pages, Console Apps and more! This webinar is ideal for customers who would like to understand what some of the most valuable Lightning features are in Sales Cloud that can help their sales reps be more productive. More

3 days ago · 0 comments · 0 likes

Colleen Shrawder

I need some help - I'm sure there's an easy answer, but I've never dealt with this and don't know it. I need to run reports about the purchase history of specific accounts/contacts. One per account. Does that report already exist, or can someone point me in the right direction to build it? More

3 days ago · 6 comments · 0 likes

Koichi Tezuka

Hello, I would like to ask about "Watch Your Pipeline Change Over Time" Are there any body who can "enable Historical Trend Reporting for Opportunities in Setup." ? Please let me know how you could make it. I can not find Historical Trend Reporting for Opportunities in Setup in Org62. Thank you. More

3 days ago · 0 comments · 0 likes

Erna Tjhang

Hello, I try to connect MC Connector. It's already have the list of content builder Marketing Cloud in the sales cloud but it's failed when i try to send email from sales cloud. Am i need to request activate something to support or my connector setting still have something wrong. Please help... Thanks. More

3 days ago · 2 comments · 0 likes

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