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

Xenia Chilkowich

Has anyone here used any kind of tool to send faxes to and from Salesforce? Looking for recommendations and this would be for Classic. Thanks! More

20 hours ago · 0 comments · 0 likes

Michele Tancorra

hello everyone, I ask for your help to configure the security of my system. I would like to change the access settings to the fields according to the opportunity stage. Eg: - in stage 1 field X can be edited only from profile A - in stage 2 the field X can be edited only from profile B - in stage 3 the field X can be edited only from profile C You can imagine it as a double entry table with the fields on the rows and the stages on the columns (at the intersection there is the profile) I thought of doing it with validation rules but I have 5 profiles and more than 100 fields, so it becomes too expensive. Anyone have a better idea? thank you all More

1 day ago · 0 comments · 0 likes

Bhavin Patel

Learn how to ensure that Workflow criteria are evaluated as intended when multi-select picklists are involved. Here's how 👇 More

2 days ago · 1 comments · 0 likes

Aiyaz Ahmed

How to Successfully Implement Sales Cloud (Getting Started Series) Register in advance for all 4 webinars - Part 1 Prepare: Part 2 Create: Part 3 Enable: Part 4 Deploy: More

3 days ago · 2 comments · 4 likes

Aiyaz Ahmed

SALES CLOUD featuring INBOX - ASK AN EXPERT OFFICE HOURS Do you have questions about Sales Cloud? If so, join us for our weekly (Tuesday/Wednesday/Thursday) Sales Cloud Open Office Hours to get your questions answered live by a Sales Cloud expert. There's no agenda, just a time slot that's reserved for you to speak with one of our expert colleagues. It's FREE to all customers! Mark your calendars and register for each here. ** PLEASE LOG A CASE IF YOU HAVE A TROUBLESHOOTING ISSUE! Sales Cloud "Ask an Expert" Office hours (Tues, Wed & Thurs) @Gregory Wong @Lisa Ehrlich @Victoria Stoia @Makenzie Pavan @Dylan Friddle @Amey Parmarthi @Keith West More

3 days ago · 1 comments · 0 likes

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