Circles of Success

Welcome to the Customer Success Ohana, a family of groups dedicated to your success. Circles of Success are small group clinics with other Salesforce customers focused on adoption-related topics. These 60-90-minute, live, interactive, discussions (not webinars) are unscripted and consultative in nature and are hosted by Salesforce experts.

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Recent Posts

Stephanie Smith

Thank you for joining @Shamari Simpson and I today for the New to Salesforce? Plan and Execute a Successful Launch. Please see the deck attached as well as some resources we discussed during the call. Please let us know if you have any questions, we are always happy to help! Who Sees What Series: https://www.youtube.com/watch?v=Ktd8VyAAT2E Automate Your Business Process Trailhead: https://trailhead.salesforce.com/en/content/learn/trails/automate_business_processes More

4 days ago · 1 comments · 1 likes

Debbie Hart

Healthcare Provider Relationship and Referral Management Thanks to all who attended the "Provider Relationship and Referral Management" webinar last week! Here is the recording of the session and presentation deck. - Deck: https://org62.my.salesforce.com/sfc/p/000000000062/a/0M000000UIp4/QNEEBKCqlqBZ4oxiNdQOyiw2tdpXWzlu3ETaz9sz38I - Recording: http://salesforce.vidyard.com/watch/zyQ7sdhvj1M23h4nLLADXB More

5 days ago · 0 comments · 1 likes

Neil Lauri

All, Thank you for joining the How to Create and Manage a Salesforce Backup & Disaster Recovery Plan Circle of Success today. We had a good turnout and some good questions and as promised here is the deck. Also, I did confirm and flows and process builder are able to be backed up the same as any other metadata. So thank you to @Laura Baets @Jyothsna Bitra @Michael Fischer @Rosanne Nutkis @Oscar Baeza J @Carlos SilvaE @Katherine Burg More

5 days ago · 0 comments · 0 likes

Nick Phillips

Thank you all for attending today's Circle called Increase Productivity with Activity Management. I've attached the PDF version of the slides for your use. Our goal is to help you get more out of Salesforce. We truly hope you can put some of these practices into play to achieve this with activities. Please feel free to ask questions on this group and the other Communities I highlighted in the slides. We are here to help! Lightning for Outlook: https://trailhead.salesforce.com/en/modules/outlook_integration/units/outlook_integration_unit_3 Lightning for Outlook ADR: https://www.salesforce.com/content/dam/web/en_us/www/documents/accelerators/how-to-sales-cloud-setup-lightning-for-outlook.pdf Lightning for Gmail: https://trailhead.salesforce.com/en/modules/gmail_integration/units/gmail_integration_unit_2 Lightning for Gmail ADR: https://www.salesforce.com/content/dam/web/en_us/www/documents/accelerators/how-to-sales-cloud-setup-lightning-for-gmail.pdf Tasks and Events Custom Component https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3000000DU4ecEAD Activity Management Best Practices: https://trailhead.salesforce.com/en/modules/lightning-experience-productivity/units/manage-your-tasks-events-and-email Global Action: https://help.salesforce.com/articleView?id=working_with_global_publisher_layouts.htm&type=5 Layout: https://help.salesforce.com/articleView?id=creating_global_publisher_layouts.htm&type=5 Accelerators: https://help.salesforce.com/articleView?id=How-To-Sales-Cloud-Managing-Activities-in-Lightning&language=en_US&type=1 https://www.salesforce.com/content/dam/web/en_us/www/documents/accelerators/insights-sales-cloud-activity-tracking.pdf More

6 days ago · 1 comments · 2 likes

Amanda Ribeiro

Thank you for joining the Getting Started with Salesforce Customizations Circle of Success today with @Thomas Olivato Teixeira and myself! I've attached the presentation and have added additional resources below. Who Sees What Series- https://www.youtube.com/watch?v=GOIPH0aLY0E Extra Circles of Success: Secrets of Sandbox Success-https://attendee.gotowebinar.com/rt/6247701440831357186 Plan and Execute a Successful Launch- https://attendee.gotowebinar.com/rt/7886161768570481922 Accelerating Adoption with Effective End-User Training- https://attendee.gotowebinar.com/rt/7857665711732388866 @Michael Fischer @Oscar Baeza J More

10 days ago · 0 comments · 0 likes

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