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

Michael O'Connor

Customer Success Updates - December 14, 2018 Hello Customer Success Community! Upcoming Webinars: Have you heard about Accelerator LIVE webinars? Open to all Success Plan customers to attend. Browse and filter by Product, Language and Region: Webinar recaps: #Genius: How Camping World Transformed Their Sales & Customer Experience Register: 3 Ways To Save 100s of IT Hours Running Your Business on Salesforce, Featuring Wells Fargo Recap: Data Governance: Capture the Full Lifecycle of Your Data with Field Audit Trail Recap: Other updates: - Spring '19 **The Pre-Release Sign Up is LIVE...and you know what that means!** - December Tech Updates are out: - Blog Post: Simplify or Get Left Behind: Executing Faster with Lean Governance - New E-book: 5 Steps to Get More Value out of Salesforce - Sales Cloud Einstein Tech Lounge and Office Hours. Automate your Sales Intelligence to Increase Productivity & Revenue: - UPDATED: Case Submission / Appointment Scheduler Enhancements: @Elizabeth Buck @Andrew Allanson @Elna Miller @Keren Stanley @Cristina Moscoso @Taylor Hollenbeck @Hannah Freeman #[Picks from the Pack - Customer Success] More

3 days ago · 1 comments · 0 likes

Hannah Freeman

📣📣 NEW E-BOOK ALERT: 5 Steps to Get More Value out of Salesforce 📣📣 Struggling with user adoption? Get your org in shape for the new year! Learn 5 steps to get more value out of Salesforce in our new ebook, which includes a link to our new bonus resource: Your Salesforce Fitness Plan. Get the E-Book: More

3 days ago · 1 comments · 1 likes

Cristina Moscoso

:::Webinar Recap::: Data Governance: Capture the Full Lifecycle of Your Data with Field Audit Trail With Field Audit Trail, you can ensure the integrity of your data, deriving insights into how your data and your company has evolved, in addition to providing audit logs required to meet compliance and security guidelines. In this webinar, you'll hear from Jari Salomaa, the Field Audit Trail Product Manager, on tracking field history and the options for retaining audit logs. Carl Lange of State Bank shares how he used RevCult's Field Audit Trail Cockpit to implement data retention policies faster and display settings for easy review and confirmation. Pete Thurston, Chief Product Officer at RevCult, demos the Field Audit Trail Cockpit. Watch the recording: Download your copy of the presentation: ❓Questions❓ Click on our topic tag to view all the questions and answers from our webinar ---> #DataGovernance Have more questions? Comment with them below! @Rachel Beard @Elna Miller @Jari Salomaa @Carl Lange @Pete Thurston @Molly Scholes More

3 days ago · 1 comments · 3 likes

Anshul Agrawal

We are currently integrating with a payment provider wherein we send some request and get some response. The payment provider then does a callback and posts the status after some time for the request that was sent to my global Rest API where its gets authenticated and gets processed further. We have developed it as a managed product and packaged it. The Apex Rest API class is exposed through public site which should be configured in Subscriber org. Now we want to work out this whole product for customers which uses Professional edition. We dont have sites in PE orgs. What is the work around ? I can think of having a external app which takes a request and then sends data to Salesforce. More

4 days ago · 0 comments · 0 likes

Virginia Leandro

I have a follow up question to yesterday's Data Governance: Capture the Full Lifecycle of Your Data with Field Audit Trail webinar around Field Audit Trail. How will the ongoing delete action by Salesforce be handled? Is this something that Salesforce will do daily, weekly, monthly, ever three months? For example, Spring 19 comes out and the Field History Tracking data older than 24 months is deleted. Now...I have data that is say 23 months or 20 months old. As that data ages to the 24 month mark is Salesforce automatically deleting that data the day it turns 24 months old or is there something being run within a certain time frame? Thank you. #Datagovernance More

4 days ago · 2 comments · 1 likes

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