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

Richard Schechter

I am brand new and a week behind. I imported leads and I want to do a mail merge to all I just wrote one and attempted signature deleted the to: so I could test it going to me. Please tell me it is not lost!!! Can I make custom signature? More

2 days ago · 0 comments · 0 likes

Maria Sundström

The Trailblazer Community is full of posts where people are upvoting ideas to add a Caller ID feature to the Salesforce app. I work for Salestrail and we’ve released an app that now has this as a free feature. Hope you don't mind me reaching out. If you think this could be valuable for your users, feel free to download on: More

2 days ago · 0 comments · 0 likes

Aiyaz Ahmed

Welcome registrants / attendees of today's ENABLE THE USER EXPERIENCE WITH DATA webinar Its not too late to register: Our Getting Started series webinars run in multiple regions, including EMEA, APAC and the US. Go to our registration page: and get yourself registered. Discover how to import clean data, create valuable reports and validate the solution with your business users. Webinar deck: Webinar recording: Getting Started Resources - Community: Success Getting Started - Getting Started Workbook - Quick Start: Importing Data AppExchange - Salesforce CRM Dashboards from the AppExchange - Salesforce Data Quality Dashboards from the AppExchange Help & Training Links - Preparing Your Data for Import Article - Which Data Import/Export Tool Should I Use - Exporting Backup Data #[Enable The User Experience With Data] More

3 days ago · 1 comments · 1 likes

Gregory Wong

Thurs Aug 15th 8AMPST/11AM EST - SALES CLOUD featuring INBOX - ASK AN EXPERT OFFICE HOURS Do you have questions about Sales Cloud, Inbox, Email Integration, Einstein Activity Capture, and Lightning Sync? If so, join us for our weekly (Tuesday/Thursday) Sales Cloud Open Office Hours to get your questions answered live by a Sales Cloud expert. There's no agenda, just a timeslot 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. *NOTE: Inbox questions are for Thursday Sessions only ** Please create a case at if you have a troubleshooting issue! @Aiyaz Ahmed @Shamari Simpson @Keith West @Outlook/Gmail integrations, and Inbox More

4 days ago · 0 comments · 2 likes

Xenia Chilkowich

How does My Team work in View and Report Filters? It seems like it is only the user and people under that user in the role hierarchy. What if i want a view that show all of my peers in the role hierarchy as well? What is the true definition of my team? More

4 days ago · 4 comments · 0 likes

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Getting Started Resources