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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

Aiyaz Ahmed

How to Successfully Implement Sales Cloud (Getting Started Series) Series kicking off Thursday June 4th - Part 1 of 4 - Starting off your Sales Cloud Implementation! Register in advance for all 4 webinars - Part 1 Prepare: https://register.gotowebinar.com/rt/7780934095184727298 Part 2 Create: https://attendee.gotowebinar.com/rt/3401806909148698370 Part 3 Enable: https://register.gotowebinar.com/rt/8970589180125260546 Part 4 Deploy: https://register.gotowebinar.com/rt/2710714350327019780 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 @Dylan Friddle @Athena Kanjithanda Karumbaya @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

Purav Thakkar

We have made some changes in our company related to email security. This is causing all email sent by alerts and schedule reports to be quarantined and not reaching recipients. To solve this issue we have setup DKIM sub domain and Organization wide email. We were able to solved part of the issue but we are still having problem in scheduled reporting because schedule report don't have an option to send email from organization wide email. Whitelisting salesforce IP doesn't seem like a stable long term answer due to the fact that there could change in future. Are Email Relays the right solution to explore here, and can we do it in such a way that we dont need to provide a list of IPs and can use domains instead since they are more permanent? Is there any alternative solution available which can resolve this issue? More

3 days ago · 0 comments · 0 likes

Om Prakash

Share your knowledge to: ✅ Multiply your skills. ✅ Help many more #Trailblazers to succeed together. 📣 We invite you to learn, connect, have fun, and give back together at #TrailblazerCommunity along with many self-motivated Trailblazers: #Salesforce #TrailblazerCommunity More

3 days ago · 0 comments · 1 likes

Melissa Beckworth

Hello, I have been set up as a temporary admin but my privileges don't seem to include adding user licenses to user accounts, its grayed out. I tried looking up settings for admin credentials but I can't find anywhere how to add license management. I tried both ways of assigning a user a license, going to their profile and adding it under user Managed Packages and going to Installed Packages to Manage Users. Both places is grayed out to add a user to the license. Does anyone know how I get the permission to add a user to a license? More

4 days ago · 1 comments · 0 likes

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