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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

yash muley

where can i have the curriculum for salesforce administration course just like the one i have below for the salesforce developer course link:-https://docs.google.com/document/d/1-N3xvnOlp8WKRY5IDMzKBe8b6ZTYKyiMrtJeGWAj7TQ/edit#heading=h.pms50oylb3bm also , as im new to this platform , is it necessary for me to learn admin first or i can directly start with salesforce developer course ? More

19 minutes ago · 0 comments · 0 likes

Aiyaz Ahmed

Customer has a question for the Community re: Campaign Influence with custom attribution model - customer is looking to do a more customized campaign influence attribution (eg. even attribution), What are customers doing to achieve this? Note* they do not use Pardot (which has First, Last & Even attribution models) @* Sales Cloud - Best Practices * #Pardot @* Marketing Cloud * @* Pardot B2B Marketing Automation * @Admin Trailblazers More

1 hour ago · 0 comments · 0 likes

Gregory Wong

Thursday April 9nd 8AM/12EST - SALES CLOUD featuring INBOX - ASK AN EXPERT OFFICE HOURS Do you have questions about Sales Cloud, Inbox, Email Integration, Einstein Activity Capture, and Lightning Sync? 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 @Aiyaz Ahmed @Dylan Friddle @Keith West @Outlook/Gmail integrations, and Inbox More

11 hours ago · 0 comments · 0 likes

Xenia Chilkowich

Has anyone here used any kind of tool to send faxes to and from Salesforce? Looking for recommendations and this would be for Classic. Thanks! More

2 days ago · 0 comments · 0 likes

Michele Tancorra

hello everyone, I ask for your help to configure the security of my system. I would like to change the access settings to the fields according to the opportunity stage. Eg: - in stage 1 field X can be edited only from profile A - in stage 2 the field X can be edited only from profile B - in stage 3 the field X can be edited only from profile C You can imagine it as a double entry table with the fields on the rows and the stages on the columns (at the intersection there is the profile) I thought of doing it with validation rules but I have 5 profiles and more than 100 fields, so it becomes too expensive. Anyone have a better idea? thank you all More

2 days ago · 0 comments · 0 likes

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