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

SUBHENDU MUKHERJEE

#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 help.salesforce.com 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: http://bit.ly/GSWebinarRegister Our Getting Started series webinars run in multiple regions, including EMEA, APAC and the US. Go to our registration page: http://bit.ly/GSWebinarRegister and get yourself registered. Discover how to import clean data, create valuable reports and validate the solution with your business users. Webinar deck: http://bit.ly/1ibZhYW Webinar recording: http://bit.ly/GSWebinarsRecordings Getting Started Resources - Community: Success Getting Started http://bit.ly/GettingStartedSalesforce - Getting Started Workbook http://sforce.co/1AOfebO - Quick Start: Importing Data http://bit.ly/14CTyik - Quick Start: Reporting & Analytics http://bit.ly/1pig2QL Standard Help & Training Resources - Getting Started: Navigating Salesforce http://bit.ly/1jTybjf - Getting Started: Administering Salesforce http://bit.ly/1jTygUa - Getting Started with Managing Data http://bit.ly/1ibX4g8 - Getting Started with Reports and Dashboards http://bit.ly/1ibWIGj - Video: Data Import How To's http://bit.ly/1ibV4EO Premier Online Training - Administration Essentials for New Admins http://bit.ly/1iaKslA - Reporting for Sales Managers http://bit.ly/1ibWUFu Dreamforce Sessions 2013 - Administrator Breakout Sessions http://bit.ly/RGmFkM AppExchange - Salesforce CRM Dashboards from the AppExchange http://bit.ly/1sNye7o - Salesforce Data Quality Dashboards from the AppExchange http://bit.ly/1h3B4wF Help & Training Links - Preparing Your Data for Import Article http://bit.ly/1piggr4 - Which Data Import/Export Tool Should I Use http://bit.ly/1pigizn - Data Import Wizard - Comparison With Existing Wizards http://bit.ly/1pigkHA - Exporting Backup Data http://bit.ly/1pigoa8 #[Enable The User Experience With Data] More

2 days ago · 0 comments · 0 likes

Talking About...

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