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

Kevin Noschang

Thank you @Gabriel Barbosa @Jesse Carter @Mardi Diamond @Erin Durange @Melissa Roth @Poonam Soni @Kipp Vann @Laijaiplia Vang for attending yesterday's (Jun-25) ‘Clean up and Supercharge Your Org with Salesforce Optimizer' Circle of Success! Attached you will find a PDF copy of the deck as presented with the resources we discussed during the call. Please feel free to ask any further questions regarding your Optimizer Report / Lightning Experience transition via this post and/or the other Communities highlighted within the attached PDF deck. Alternatively feel free to ask @Yulieth Pena or I your questions by posting below! #Optimizer #[Run Optimizer] #[Salesforce Optimizer] #OptimizerReportFeedback #Salesforce #Lightning #OptimizerReport More

21 hours ago · 0 comments · 0 likes

Shamari Simpson

Thank you joining myself and @Nick Phillips today's Circle of Success: Chart Your Course with the Right Metrics! Attendees, feel free to follow up with questions on this thread, where you will find the slide deck and resources we chatted about. @Tena Allen @Marc Curtis @Becky Duff @Lisbeth Gamboa @Kelly Gasner @Andrea Lee @Huma Malak @Bo Osinupebi @Barry Samria @Charlene Song @Brien Sorne @Zair Zahid @Kate Davis Trailhead Unit for reports and dashboards: https://trailhead.salesforce.com/modules/reports_dashboards Reports and Dashboards Documentation: https://help.salesforce.com/articleView?id=analytics_overview.htm&type=0&language=en_US&release=208.8 Samples CRM Dashboards(AppExchange): https://appexchange.salesforce.com/listingDetail?listingId=a0N30000004g316EAA More

3 days ago · 0 comments · 0 likes

Kevin Noschang

Thank you @Colleen Callahan @Kiva LaTouche @Hal McCoig @LC Miller @Jeff Sorrell @Gioia Ziegler for attending yesterday's (Jun-18) 'Streamline Salesforce Experience Through Data Archival and Cleanup' Circle of Success session! Attached you will find a PDF copy of the deck as presented today with the resources we discussed during the call. Please feel free to ask any further questions regarding your data archival / clean-up initiative via this post and/or the other Communities highlighted within the attached PDF deck. Myself and @Nick Phillips are here to support you! #Data #[Data Archival] #[Data Archiving] #[Data Cleanup] #[Circles Of Success] More

8 days ago · 6 comments · 0 likes

Gregory Wong

Thank you @Andrea Lee @Michelle Labrosse @Matt Mahan @Kristina Mendoza @Robyn Rotunda for joining the Data Management: The Route to Success session today. Attached is the deck along with the resources. Demandtools: https://appexchange.salesforce.com/appxListingDetail?listingId=a0N300000016bXjEAI Cloudingo: https://appexchange.salesforce.com/appxListingDetail?listingId=a0N30000004gHkoEAE Weekly Export Service: https://help.salesforce.com/articleView?id=admin_exportdata.htm&type=0 Prevent Duplicates Accelerator: https://www.salesforce.com/content/dam/web/en_us/www/documents/accelerators/how-to-sales-cloud-prevent-duplicate-records.pdf Workbench: https://workbench.developerforce.com/login.php @Michelle Labrosse, On today's call you asked if you had an integration and had the duplicate rules set to blocked, can you run a report to to see the blocked records? So you should be able to run an integration summary report with the third party. The reason why I think this is because with the Dataloader, you get the success tab and a failure tab and I'll assume the same goes for the 3rd party app. It should tell you both which record(s) was blocked and also the rule that triggered the block. Thanks! Greg and @Katherine Burg More

8 days ago · 0 comments · 0 likes

Mike Todd

Thank you for attending yesterday's Circle of Success: Improve Customer Service with Reports & Dashboards with myself and @Shamari Simpson ! Please see the attached deck and the below resource to continue learning. @Richard Aubin @John Callery @Kelsey Culver @Hong Du @Jonathan Dupay @Ali Fazeli @Hatel Jagjivan @Timea Jakab @Michelle Labrosse @Kelly Militello @Gian Nass @Michael Purcell @Amitabh Singh @Michelle Vose @Kimmy Javier Who Sees What Lightning Series: https://www.youtube.com/playlist?list=PLnobS_RgN7JblbKvcMjzZUd_RPdEYwiME Service & Support Dashboards: https://appexchange.salesforce.com/appxListingDetail?listingId=a0N300000016Z6kEAE Get Feedback: https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3000000B4lIxEAJ Survey Force https://appexchange.salesforce.com/appxListingDetail?listingId=a0N30000003I2gDEAS More

13 days ago · 0 comments · 0 likes

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