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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#GettingStartedWelcome More

12 hours ago · 0 comments · 0 likes

Aiyaz Ahmed

Do you have questions about Sales Cloud? Don't know where to turn? Join our weekly (Tuesday & Thursday) Sales Cloud Open Office Hours! Get your questions answered live by a Sales Cloud expert. ** Please create a case at if something is broken! 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 @ 11am ET!! Mark your calendars and register for each here. @Stephen Thompson @David DiGiammarino @Eliza King @Justyna Kuczaj @Emily Peña @Gregory Wong @Ashley Scott More

23 hours ago · 2 comments · 3 likes

Cyrus Choy

Hi everyone, Our sales team wants to see all upcoming events in a calendar view on the homepage, whether by week or month. This way, they don't have to click on "calendar" tab. If you know of a way to display the calendar on the homepage, could you please post the solution? I've dug around a lot and haven't found one yet, thank you! More

1 day ago · 0 comments · 0 likes

Xenia Chilkowich

I've had a request to create a report that shows how many new accounts are assigned to users each week. The problem I'm running into is that I don't see Assigned Date as a value I can add to my matrix. Only created date and modified date. Is there any way around this? More

1 day ago · 9 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 - Quick Start: Reporting & Analytics Standard Help & Training Resources - Getting Started: Navigating Salesforce - Getting Started: Administering Salesforce - Getting Started with Managing Data - Getting Started with Reports and Dashboards - Video: Data Import How To's Premier Online Training - Administration Essentials for New Admins - Reporting for Sales Managers Dreamforce Sessions 2013 - Administrator Breakout Sessions 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 - Data Import Wizard - Comparison With Existing Wizards - Exporting Backup Data #[Enable The User Experience With Data] More

2 days ago · 0 comments · 0 likes

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Getting Started Welcome · GSOfficeHours · Getting Started Autograph · SFTechLounge · Salesforce · Start With The Fundamentals · What's Hot In Getting Started · SFTechLoungeASK · Picks From The Pack - Sales Cloud · Sales Cloud

Getting Started Resources