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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Aiyaz Ahmed

Welcome registrants / attendees of today's ENABLE THE USER EXPERIENCE WITH DATA webinar Its not too late to register: http://bit.ly/GSWebinarRegister Our Getting Started series webinars run in multiple regions, including EMEA, APAC and the US. Go to our registration page: http://bit.ly/GSWebinarRegister and get yourself registered. Discover how to import clean data, create valuable reports and validate the solution with your business users. Webinar deck: http://bit.ly/1ibZhYW Webinar recording: http://bit.ly/GSWebinarsRecordings Getting Started Resources - Community: Success Getting Started http://bit.ly/GettingStartedSalesforce - Getting Started Workbook http://sforce.co/1AOfebO - Quick Start: Importing Data http://bit.ly/14CTyik - Quick Start: Reporting & Analytics http://bit.ly/1pig2QL Standard Help & Training Resources - Getting Started: Navigating Salesforce http://bit.ly/1jTybjf - Getting Started: Administering Salesforce http://bit.ly/1jTygUa - Getting Started with Managing Data http://bit.ly/1ibX4g8 - Getting Started with Reports and Dashboards http://bit.ly/1ibWIGj - Video: Data Import How To's http://bit.ly/1ibV4EO Premier Online Training - Administration Essentials for New Admins http://bit.ly/1iaKslA - Reporting for Sales Managers http://bit.ly/1ibWUFu AppExchange - Salesforce CRM Dashboards from the AppExchange http://bit.ly/1sNye7o - Salesforce Data Quality Dashboards from the AppExchange http://bit.ly/1h3B4wF Help & Training Links - Preparing Your Data for Import Article http://bit.ly/1piggr4 - Which Data Import/Export Tool Should I Use http://bit.ly/1pigizn - Data Import Wizard - Comparison With Existing Wizards http://bit.ly/1pigkHA - Exporting Backup Data http://bit.ly/1pigoa8 #[Enable The User Experience With Data] More

10 hours ago · 0 comments · 2 likes

Patrick Armstrong

I'm attempting to update a custom field checkbox on the Opportunity object based on a formula. I want the formula to look at a custom object called "company" and a field on company called "subscriptionStatus". I receive a syntax error "Error: Field xxxx does not exist. Check Spelling". I've tried: IF(company.subscriptionStatus__c = "Subscribed" || "subscribedInTrial", true, false) IF(company__c.subscriptionStatus__c = "Subscribed" || "subscribedInTrial", true, false) IF(subscriptionStatus__c.company__c = "Subscribed" || "subscribedInTrial", true, false) IF(subscriptionStatus__c.company = "Subscribed" || "subscribedInTrial", true, false) IF(company__r.subscriptionStatus__c = "Subscribed" || "subscribedInTrial", true, false) //because i saw an article that said use "_ _ r" for custom objects. I've successful done this with a formula that looks at the Account object with a custom field by Account.customField__c but I can't seem to do this with a custom object. Thanks in advance for any help. More

13 hours ago · 0 comments · 0 likes

Adrian Gibbons

Hello, We wish to start using Salesforce to generate customer quotes, and have a requirement to assign an asset to a quote line item. When a customer purchases extended warranty for example, the asset warranty expiry dates can be automatically updated. It is straightforward to create a custom lookup field on the quote line item to establish a one to one relationship between the line item and asset. However, a one to many relationship is proving to be more challenging (we would like to assign multiple assets to a single quote line item). I was unable to create a Master-Detail relationship between a custom object & quote line item, and my assumption is this is a system limitation (quote line item did not appear in the Master-Detail object picklist). Does anybody have any workaround ideas? More

16 hours ago · 0 comments · 0 likes

Amit Kumar

new custom object tab is hidden ,,, so i can't create custom object More

23 hours ago · 1 comments · 0 likes

Spencer Coulter

"Get Ready for the Sales Cloud: Getting Started: Set Your Implementation Up For Success Webinar" Next Wednesday, April 24th from 11am-12:30pm ET/8am-9:30am PT Link to register: https://attendee.gotowebinar.com/rt/4791840295377586435 Your hosts will include @Timothy Kovich (oihiugyvy) & I, @Spencer Coulter. Talk to you soon! More

2 days ago · 0 comments · 0 likes

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Getting Started Resources