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.

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Recent Posts

Aiyaz Ahmed

ARE YOU NEW TO SALES CLOUD? ARE YOU AN ADMIN? Want to get familiarized with the App? Want to see us demo Lead / Opportunity Management? Want to learn some basics of Security and User Management? THEN JOIN ME LIVE TUESDAY May 26th @ 2pm EST (11am PST) https://register.gotowebinar.com/rt/2097926832943410947 More

1 day ago · 1 comments · 0 likes

Aiyaz Ahmed

SALES CLOUD featuring INBOX - ASK AN EXPERT OFFICE HOURS Do you have questions about Sales Cloud? If so, join us for our weekly (Tuesday/Wednesday/Thursday) Sales Cloud Open Office Hours to get your questions answered live by a Sales Cloud expert. There's no agenda, just a time slot 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. https://attendee.gotowebinar.com/rt/2951645952976869121 ** PLEASE LOG A CASE IF YOU HAVE A TROUBLESHOOTING ISSUE! @Gregory Wong @Lisa Ehrlich @Makenzie Pavan @Keith West @Dylan Friddle @Amey Parmarthi @Mike Wey @Haidong Song @Damien Joly @Andy Kung @MaryAnn Patel @Austin Tam @David Louie @Kayvaan Ghassemieh More

1 day ago · 1 comments · 0 likes

Om Prakash

Thanks #Salesforce for bringing Salesforce help & Trailblazer.me together. Live Now! Here is everything: What’s New in the Help Experience. https://help.salesforce.com/articleView?id=000352776&language=en_us&type=1&mode=1 #TrailblazerCommunity More

1 day ago · 0 comments · 0 likes

Matt Metros

My company is looking to implement an ABM playbook in our salesforce instance. How have others set up their salesforce architecture to track and manage the efficacy of their ABM strategies? Are you taking daily snapshots of your database? Are you creating a campaign called ABM and seeing how accounts are moving? I am really struggling with how to capture account movement in an ABM model. At the end of the day, we want to look back at a point and time and see how accounts have progressed or digressed. More

1 day ago · 0 comments · 0 likes

Stephanie Sullivan

Hi There, looking to map a custom opportunity field to a field that already exists at the account level (also a custom field). Can someone walk me through how to map this? Steph More

3 days ago · 3 comments · 0 likes

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