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

Bhavin Patel

✨✨✨✨✨Introducing✨✨✨✨✨ BRAND New: Import Data into Salesforce (Feel Free to download) ************************************************** Prepare your data for import and create an import file. Start the wizard. Choose the data that you want to import. Add your data fields to Salesforce data fields. Review and start your import! ***Be sure to Check Page 2 for our complete content catalogue. Follow Me, Download the File👇 and keep blazing new trails! Resource Included: Import Data into Salesforce (Article) - Choosing a Method for Importing Data (Article) - Create Export Files for Import Wizards (Article) - Prepare Your Data for Import (Article) Data Import Wizard (Article) - Import Data with the Data Import Wizard (Article) - Add Person Account with the Data Import Wizard (Article) Data Loader - When to Use Data Loader (Article) - Installing Data Loader (Article) - Configure Data Loader (Article) - Data Types Supported by Data Loader (Article) - Running in Batch Mode (Article) - Data Loader Command Line Introduction (Article) Undoing an Import (Article) Import Limits (Article) Limits for importing data depend on the type of record. General Importing Questions (Article) Trailhead, Videos and more… More

10 hours ago · 3 comments · 1 likes

Bhavin Patel

📣📣📣📣📣 Shoutout to our AWESOME Top Community Contributor, @Adwait Gogate, who contributed to 494 questions during May 2020! Your efforts and valuable expertise are truly appreciated in the Trailblazer Community. Once again, thank you for all that you do to share your knowledge with our customers! 🏆🏆🏆🏆🏆 See how @Adwait Gogate unfolds with the Best Answer on Product Pricebook 👉👉👉 https://sforce.co/3gTi63o More

15 hours ago · 2 comments · 3 likes

Debra Anderson

We are creating some Lightning Email templates to be used with High Velocity Sales and looking for options/best practices to allow recipient to un-subscribe from the HVS sent email. More

2 days ago · 1 comments · 0 likes

Bhavin Patel

🥁🥁🥁🥁🥁 Drumroll please.... 🎉 🎉🎉🎉🎉 Congratulations to our AWESOME Top Community Contributor, @Jonathan Fox, who contributed to 347 questions during May 2020! Your efforts and valuable expertise are truly appreciated in the Trailblazer Community. Once again, thank you for helping to provide valuable resources for our community members! 🥇💯🌟 See how @Jonathan Fox unfolds with the Best Answer on Duplicate Fields 👉👉👉 https://sforce.co/3gTXuIf More

2 days ago · 3 comments · 5 likes

Aiyaz Ahmed

Welcome to the PREPARE FOR SUCCESS webinar Register here for our other webinars: http://bit.ly/GSWebinarRegister Here are all the links and resources we will be discussing during our session: Webinar Deck: http://bit.ly/1jTxmHi Webinar Recording: http://bit.ly/GSWebinarsRecordings Getting Started Resources Quick Start: Getting Started with Salesforce: http://bit.ly/1jTxYfZ Getting Started Workbook: http://sforce.co/1AOfebO Quick Start: Successfully Implement with Salesforce.com Partners: http://bit.ly/1aaqFCC More

2 days ago · 2 comments · 5 likes

Talking About...

Getting Started Resources