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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

Xenia Chilkowich

We have an issue where a recently terminated employee was able to log into Salesforce before we were able to freeze her account. Is there any way at all to run a report that shows every where that user went in Salesforce for a certain time period? For all objects I mean. Thanks! More

3 hours ago · 0 comments · 0 likes

Laura Woods

Insights: Sales Cloud: Design Reports and Dashboards Accelerator Webinar *Now offered twice monthly!* Date/Time: Monday, June 1st, 1 PM - 2:30 PM Eastern Format: Virtual, Listen-Only Webinar REGISTER HERE: During this engagement, a Success Guide will walk you through the step-by-step process of configuring a sample Opportunity report and dashboard from a standard report type. You will also learn about available resources to help improve your understanding of reports and dashboards. See you then! More

5 hours ago · 0 comments · 0 likes

Ash Gorringe

🧨🧨🧨 NEW ProServ for SALES CLOUD WEBINAR 🧨🧨🧨 How to be a Trusted Advisor For Your Clients When Everything Has Changed - When: 5/27 @ 11am PT | 2pm ET - Share Webinar:- Reg Page: Product Interest: Sales Cloud - Speakers:- Jason Delles, Chief Growth Officer, Eide Bailly - Chelsie Groslie Cheney, Director of Strategic Initiatives, Eide Bailly - David Mager, VP Professional Services Industry, Salesforce - What's the webinar about? - Professional services firms are navigating a new business landscape that presents both challenges and opportunities. Demand is surging for expert support across the spectrum of business, legal, and financial challenges. But firms need to adjust their approach in order to keep pace with fast-changing information, requirements, and client expectations. - Eide Bailly, a top 25 CPA and business advisory firm, is successfully managing these new challenges and helping its clients to navigate the complexity of the current environment. - Join this webinar to hear how Eide Bailly is:- Keeping clients and advisors informed with the latest resources and information - Using technology automation to scale business development and deepen client relationships - Adopting new operating metrics to help advisors stay productive while working from home More

1 day ago · 1 comments · 0 likes

Aiyaz Ahmed

For the attendees for our "Getting Started: Start with the Fundamentals" webinar TODAY: Here are the webinar resources just for you: - Deck: - Recordings: - Resource slides: More

1 day ago · 1 comments · 0 likes

Bhavin Patel

Create and Email Quotes, here's how 👇 More

1 day ago · 1 comments · 0 likes

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