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.

Join the Conversation

Recent Posts

Purav Thakkar

We have made some changes in our company related to email security. This is causing all email sent by alerts and schedule reports to be quarantined and not reaching recipients. To solve this issue we have setup DKIM sub domain and Organization wide email. We were able to solved part of the issue but we are still having problem in scheduled reporting because schedule report don't have an option to send email from organization wide email. Whitelisting salesforce IP doesn't seem like a stable long term answer due to the fact that there could change in future. Are Email Relays the right solution to explore here, and can we do it in such a way that we dont need to provide a list of IPs and can use domains instead since they are more permanent? Is there any alternative solution available which can resolve this issue? More

2 days ago · 0 comments · 0 likes

Om Prakash

Share your knowledge to: ✅ Multiply your skills. ✅ Help many more #Trailblazers to succeed together. 📣 We invite you to learn, connect, have fun, and give back together at #TrailblazerCommunity along with many self-motivated Trailblazers: #Salesforce #TrailblazerCommunity More

2 days ago · 0 comments · 1 likes

Melissa Beckworth

Hello, I have been set up as a temporary admin but my privileges don't seem to include adding user licenses to user accounts, its grayed out. I tried looking up settings for admin credentials but I can't find anywhere how to add license management. I tried both ways of assigning a user a license, going to their profile and adding it under user Managed Packages and going to Installed Packages to Manage Users. Both places is grayed out to add a user to the license. Does anyone know how I get the permission to add a user to a license? More

3 days ago · 0 comments · 0 likes

Xenia Chilkowich

I need to run a report to log export history for a specific user. How do I do this? More

3 days ago · 0 comments · 0 likes

Aiyaz Ahmed

Getting Started with Salesforce: Deploy and Empower your Users *********************************************************************************** Engage with your users and take action to achieve your goals! The Getting Started series webinars run in multiple regions, including EMEA, APAC and the US. Go to and click the registration link to get yourself registered. Webinar deck: Webinar recording: Getting Started Resources Community: Success Getting Started Getting Started Workbook FREE Starter Dashboards from the AppExchange Adoption dashboards from the AppExchange Data Quality Dashboards from the AppExchange Salesforce CRM Dashboards from the AppExchangeSalesforce More

3 days ago · 0 comments · 0 likes

Talking About...

Getting Started Resources