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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

Bhavin Patel

Automate your business processes with Process Builder, it gives you a graphical representation as you build it! Here's how 👇 More

3 hours ago · 1 comments · 0 likes

Gwendolyn Groeneveld

Hi everyone, I've been busy all week with preparing our master lists from our old CRM to import into Salesforce. I've come across several challenges. One of them is that I receive a notification email from Salesforce that the import was successful but that some accounts have been ignored for example because they seemed to be duplicates I have occasionally received a similar notification email with report of actual errors, along with a CSV specifying the errors from the import. However the error records mentioned in the email also do not match the number of records in the CSV file attached. In a nutshell I'm wondering if I should worry about any of the record that are mentioned in the email but not listed in the attached CSV. What are your experiences with your initial import of master lists into Salesforce? More

4 hours ago · 1 comments · 0 likes

Bhavin Patel

📚 Learn how to trigger a field update using a process builder when a related record is edited. No code required! Check out ⬇️ to learn more! More

1 day ago · 1 comments · 0 likes

Bhavin Patel

🌤 Rise and shine Happy Tuesday Trailblazers! Ready to learn📚 ? Today, we will learn how to mass create and insert users with Data Loader. Check out the video linked ⬇️ for a quick tip in action! More

1 day ago · 4 comments · 2 likes

Bhavin Patel

📣📣📣📣📣 Shoutout to our AWESOME Top Community Contributor, @Krishna Dadi, who contributed to 212 Questions during July 2020! Your efforts and valuable expertise are truly appreciated in the Trailblazer Community. Once again, thank you for all that you do to share your knowledge with our customers! See how @Krishna Dadi unfolds with the Best Answer on How to restrict users to create a Lead record with Email Id 👉👉👉 More

2 days ago · 3 comments · 3 likes

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CommUpdates · Lightning Learning Series · Salesforce · Sales Cloud · #TopCommunityContributor · Start With The Fundamentals · LCAnswers · #TuesdayTips · Picks From The Pack - Service Cloud · Process Builder

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