Customer Success

Welcome to the Customer Success Ohana! This group is your home base for all Success Cloud features and services like Premier Success Plans. In addition, our moderators are here to help you navigate the greater customer success family of official groups here in the Trailblazer Community. Ask any question and we help you find what you need faster.

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Recent Posts

Vandana Rattan

Hi Guys, We are in process of moving our subsidiary org to a separate instance of Salesforce in our org. How can we create an opportunity in the new instance when a particular type op opportunity is marked Closed Won in the current instance? If we setup Salesforce to Salesforce, it shares records but we want to create a new opportunity. Another use case is to create a new opportunity in current instance when custom object record is created in the new instance. Thanks, Vandana More

11 hours ago · 0 comments · 0 likes

Todd Bryers

A key pillar of our strategic Salesforce.com roadmap is User Adoption. In Year 6 we undertook 'Project LOVE' - we wanted our sales team to LOVE using Salesforce.com and we did this by re-setting and going 'back to the basics' - minimising our customisations and maximising the 'out of the box' solution. In Year 9 we embarked upon 'Project COLD TURKEY' - which was a seamless transition to the Lightning experience. We love the modern look and feel, including more efficient and effective dashboards. #SuccessForAll More

2 days ago · 0 comments · 0 likes

Michael O'Connor

⚡️ Customer Success Updates - November 15, 2019 - DREAMFORCE EDITION ⚡️ Hello, Customer Success Community! See you all next week at Dreamforce 2019!! 🌲TOP DREAMFORCE RECOMMENDATIONS🌲 ******************************************************* Customer Success Keynote: Your Path to Succeeding with Salesforce November 21, 3:00 PM - 4:00 PM | Moscone North, Hall F, Keynote Room RSVP your seat 👉 https://sfdc.co/DF19Success Register for the must attend Dreamforce event to learn best practices from top Salesforce MVPs, business leaders, and trailblazers like e.l.f. Cosmetics and Nokia, as they will share their stories of success! We'll show you how to use customer success resources to find answers faster and drive adoption. Executive Circles: Unleash Business Value from Your Salesforce Investment November 20 @10:30am - 12pm | Marriott Marquis, Salon 14-15 Register Now 👉 https://sfdc.co/b5q5zQ Explore the wonderful world of customer success with sessions, workshops, and 1-to-1 consultations at the Customer Success Lodge- https://sfdc.co/DF19SuccessCloud Circles of Success: a very unique experience at Dreamforce: small group roundtables hosted by Salesforce experts (staff and customer MVPs!) focused on adoption-related topics around best practices, common use cases and the execution of specific deliverables for business objectives. No two are the same! Here are a few to browse: - Marketing Cloud: http://sfdc.co/DF19MCCoS - Community Cloud: http://sfdc.co/DF19CommunityCoS - Salesforce B2B Commerce: http://sfdc.co/DF19B2BCCoS - Quip for Sales: http://sfdc.co/DF19QuipCoS - Lightning: https://sfdc.co/DF19Lightning ***MORE RESOURCES*** - [Webinar Recap] The Secret to an Amazing Dreamforce: For all insider tips before you land: - Deck: https://sfdc.co/DF19TipsDeck - Recording: https://sfdc.co/DF19TipsVideo - Webinar: Tackle Technical Debt, Admin Style! https://attendee.gotowebinar.com/rt/756604040792174083?source=PicksPack - 6 easy ways to customize Salesforce Mobile app- http://bit.ly/2NKvpXt - November 2019 Tech Updates- https://sfdc.co/techupdates - [Weekly] Get Started with Premier Accelerators- https://sfdc.co/cnnpEk - [Blog] 5 Ways to Connect at Dreamforce ‘19- https://sfdc.co/cdNuzD - [Admin Podcast] Get Ready for Dreamforce- https://sfdc.co/bmZH7i #[Picks from the Pack - Customer Success] More

3 days ago · 1 comments · 2 likes

Akashdeep Kishore

🌎 Next Week's Specialists Delivered Webinars (11/18- 11/22) 🌎 --- AMER --- Community Cloud Ask A Community Cloud Expert https://attendee.gotowebinar.com/rt/1789702962538494209 Lightning Experience Review: Lightning Platform: Readiness Assessment https://register.gotowebinar.com/rt/5522364613486663169 Marketing Cloud Getting Started: Social Studio: Social Listening https://register.gotowebinar.com/rt/6274978131155027715 Ask a Marketing Cloud Expert https://register.gotowebinar.com/rt/5622578503192133377/?source=calendar Create Your Audience Strategy https://register.gotowebinar.com/rt/7405138639454622723 Getting Started: Email Studio: Building, Testing and Sending Email https://register.gotowebinar.com/rt/3315785516424111363 Getting Started: Email Studio: Email Personalization Basics https://register.gotowebinar.com/rt/2427336140782674178 Insights: Marketing Cloud: Email Reporting Basics https://register.gotowebinar.com/rt/7254020662923568386 Heroku Getting Started: Heroku: Enterprise Fast Start https://register.gotowebinar.com/rt/8318567827041053955 Pardot Ask a Pardot Expert https://register.gotowebinar.com/rt/7121377772380270849 Getting Started: Pardot: Salesforce Engage Fast Start https://register.gotowebinar.com/rt/2247924429535947266 Getting Started: Pardot: Switching to Pardot Lightning https://register.gotowebinar.com/rt/6647170510000294657 Pardot: Reboot your Marketing Strategy https://register.gotowebinar.com/rt/1498470915792889858 Sales Cloud Getting Started with Salesforce: Enable the User Experience with Data https://register.gotowebinar.com/rt/8970589180125260546 How to: Get the Most Out of Sales Forecasting https://register.gotowebinar.com/rt/5191368732416262145 Insights: Sales Cloud: Design Reports and Dashboards https://register.gotowebinar.com/rt/8720830745984400641 Ask a Sales Cloud Expert https://register.gotowebinar.com/rt/7340415888010906369/?source=calendar Salesforce CPQ and Billing Ask a Salesforce CPQ Expert https://register.gotowebinar.com/rt/1127445111132424962 Salesforce CPQ: Build a Bundle https://register.gotowebinar.com/rt/787676226077683971 CPQ: Product Rules https://register.gotowebinar.com/rt/7490102301057917441 How to: Salesforce CPQ: Automate Renewals and Amendments https://register.gotowebinar.com/rt/1708033435391322625 Salesforce Platform Data Management: The Route to Success https://attendee.gotowebinar.com/rt/1375336578896492290 Setting the Pace with Change Management https://register.gotowebinar.com/rt/3304590289403747585 Streamline Salesforce Experience Through Data Archival and Cleanup https://register.gotowebinar.com/rt/9045650670216619010 Transform Your Business with Automation https://register.gotowebinar.com/rt/6507756831587984131 Premier Success Get Started With Premier https://register.gotowebinar.com/rt/1718019205411846146 Service Cloud Ask a Service Cloud Expert https://register.gotowebinar.com/rt/5721030980487412995 How to: Service Cloud: Plan "Salesforce Knowledge" in Lightning https://register.gotowebinar.com/rt/5234981968850642690 Getting Started: Service Cloud Einstein Accelerator Webinar https://register.gotowebinar.com/rt/4360480998187448323 Getting Started: Service Cloud: Einstein Bots https://register.gotowebinar.com/rt/5565605107093712131 --- APAC --- Marketing Cloud Getting Started: Social Studio: Social Listening https://register.gotowebinar.com/rt/1768285578682804483 Insights: Marketing Cloud: Email Reporting Basics https://register.gotowebinar.com/rt/716492755551917315 Getting Started: Email Studio: Building, Testing & Sending Email https://register.gotowebinar.com/rt/1712579916535316227?source=calendar Premier Success Get Started with Premier (English) https://register.gotowebinar.com/rt/4116421299956204035?source=calendar Get Started with Premier (mandarin) https://register.gotowebinar.com/rt/2388862033389910787?source=calendar Sales Cloud How To: Sales Cloud: Manage Opportunities https://register.gotowebinar.com/rt/7607544440527932419?source=calendar Service Cloud How to: Service Cloud: Design Your Lightning Console https://register.gotowebinar.com/rt/8390660605452320515 Lightning Experience Review: Lightning Platform: Readiness Assessment https://register.gotowebinar.com/rt/5522364613486663169?source=calendar --- EMEA --- Marketing Cloud Insights: Marketing Cloud: Email Reporting Basics https://register.gotowebinar.com/rt/2362914661124065539 Getting Started: Marketing Cloud: Data and Segmentation Basics https://register.gotowebinar.com/rt/5225450300715436289 How to: Marketing Cloud: Use Einstein Engagement Scoring https://attendee.gotowebinar.com/rt/2239978260997370627 Pardot Insights: Pardot: B2B Marketing Analytics https://register.gotowebinar.com/rt/3768842587434731779 Pardot Ask an Expert Office Hours https://register.gotowebinar.com/rt/5412534393027362562 Premier Success Get Started with Premier (English) https://register.gotowebinar.com/rt/5190107598618818819 Service Cloud Getting Started: Service Cloud: Einstein Bots https://register.gotowebinar.com/rt/13902626440583427 Sales Cloud How To: Sales Cloud: Manage Leads https://register.gotowebinar.com/rt/9193897830067629571 Insights: Sales Cloud: Design Reports and Dashboards https://register.gotowebinar.com/rt/1773248771801742593 --- LACA --- Marketing Cloud Getting Started: Marketing Cloud: Social Studio(Potuguese) https://register.gotowebinar.com/rt/8666740277607879939 Getting Started: Marketing Cloud: Social Studio(Spanish) https://register.gotowebinar.com/rt/2668141287020201987 Premier Success Get Started with Premier(Potuguese) https://register.gotowebinar.com/rt/7705296522249684739 Get Started with Premier(Spanish) https://register.gotowebinar.com/rt/4049860164545568259 Service Cloud Insights: Sales Cloud: Design Reports and Dashboards https://register.gotowebinar.com/rt/8889661863151703043 --- Japan --- Premier Succes [アクセラレータ Webセミナー] はじめようPremier https://register.gotowebinar.com/rt/1397865606140346627 Thank You @* Community Cloud * @* Community Cloud - Best Practices * @* Lightning Platform * @* Marketing Cloud * @* Pardot B2B Marketing Automation * @* Sales Cloud - Best Practices * @* Sales Cloud - Getting Started * @* Salesforce CPQ and Billing * @* Service Cloud * More

3 days ago · 0 comments · 2 likes

Michael O'Connor

🔥DREAMFORCE ALERT!🔥 Customer Success Keynote: Your Path to Succeeding with Salesforce Thursday, November 21, 3:00 PM - 4:00 PM Moscone North, Hall F | Keynote Room What do you need on your path to success with Salesforce? Whether you’re looking to start right, get more business value from your investment, or go big with customer-centric transformation, we're on the path to success together. Join the session to get actionable insights, tips for faster business value, and guidance on how to unlock the full power of the Customer 360 Platform. But don't just take our word for it, hear from top Salesforce MVPs, business leaders, and trailblazers like e.l.f. Cosmetics and Nokia, as they will share their stories of success! RSVP your seat 👉 https://sfdc.co/DF19Success Register now! Seats sold out last year. Make sure you reserve your's while you still can! More

3 days ago · 1 comments · 2 likes

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