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

Ronald Rios

Am looking for some documentation which explains the tradeoffs between using ACCOUNTS for LEADS and NOT using LEADS at all. More

4 hours ago · 0 comments · 0 likes

Julie Tucker

How can I incorporate Constant Contact? Thanks in advance! More

6 hours ago · 0 comments · 0 likes

Jack Lavous

Trailblazers, I have a question regarding Data Import and the affect it has on Validation Rules, Workflow and Process Builder. My current understanding is that when we perform an Import, the above rules will trigger. What's the best way to do the Import without triggering? Is it as simple as turning all the rules off prior to the Import and then revert them back to active once it's complete? We are trying to Import Account records with a new Account Type. Any help is appreciated. Thanks! :) More

11 hours ago · 1 comments · 0 likes

Gary Hamilton

how do I change default email address for "from" and related signature? More

12 hours ago · 1 comments · 0 likes

Csilla Incze

Hi everyone, We are looking into using the IsEmailBounced variable within Contacts in Sales Cloud and was wondering if we can have different statuses depending on the type of bounce (soft, hard or blocked)? Would appreciate any advice in this regard. Thanks! More

15 hours ago · 1 comments · 1 likes

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