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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Mike Todd

Thanks to @Francis Concha, @Tonya Diaz, @Carol Eckert, @Rachel Giesbrecht, @Dan Hoffman, @Graciela Lamanna, @Marcelly Lima, @Mia Mattsson, @Elizabeth Peichel, @Nick Rawlins, @Kate Schoenster, @Roxana Schommer, @Michael Tierman, @Julie Wehler for joining me and @Yulieth Pena on today's circle, Transform Your Business with Automation. Please see the attached deck and following links: - Great resource from Kate on actions: http://salesforce.vidyard.com/watch/ot49DiQUUWsPotu55q7D1s - Formulas : https://trailhead.salesforce.com/modules/advanced_formulasand https://help.salesforce.com/articleView?id=tips_on_building_formulas.htm&type=5 - Additional Demos to Process builder: http://salesforce.vidyard.com/watch/oP2pNFSAeZDNMQs9L78QPn?vyemail=cnewbury@salesforce.com We hope you'll continue the conversation on this thread or @Salesforce Workflow Automation group! More

3 days ago · 1 comments · 0 likes

Ashley Hasman

Thank you @Kim Alexander @Francis Concha @Karen Laage @Dominic Massa @Alison McGillivray @Joshua Pauley @Diamond Pollard @Andrea Stratton for joining me and @Susie Turpin on today's *Streamline Salesforce Experience Through Data Archival and Cleanup* Circle of Success! I've attached the presentation below, and here are some additional resources related to the topic of discussion: Monitor Data and Storage Resources: https://help.salesforce.com/articleView?id=admin_monitorresources.htm&type=5 Big Objects Implementation Guide: https://developer.salesforce.com/docs/atlas.en-us.bigobjects.meta/bigobjects/ Also, we had a last minute question at the end of the webinar about Field Trip (https://appexchange.salesforce.com/appxListingDetail?listingId=a0N30000003HSXEEA4) and if it was the one owned by RingLead - the answer is yes, it is. 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. We are here to support you! #Data #Data Archiving #Data Cleanup #Circles Of Success More

3 days ago · 1 comments · 1 likes

Christie Noschang

Thank you @Amy Murphy @Brittaney Benson-Townsend @Joao Silva @Julie Rodriguez @Kate Fox @Omar Conte @Phyllis Biermann @Philip Seyfried @Sandy Brown @Stephen Williams @Tracy Nguyen for joining the Sell More with Leads and Opportunity Management session today. Attached is the deck and the resources that we discussed. - Convert Qualified Leads: https://help.salesforce.com/articleView?id=leads_convert.htm&type=5 - Archive leads: https://help.salesforce.com/articleView?id=000333565&language=en_US&type=1&mode=1 - Get started with Chatter: https://help.salesforce.com/articleView?id=collab_chatter_get_started.htm&type=5 - Collaborate with Chatter Groups: https://help.salesforce.com/articleView?id=collab_groups_parent.htm&type=5 Please feel free to post any additional questions! Thanks! Christie and @Gregory Wong More

11 days ago · 0 comments · 0 likes

Dylan Friddle

Thanks for attending "Accelerate Adoption Though End User Training" Circle of Success with @Mike Todd and myself today. I've attached the presentation below. Here are some of the additional resources we discussed: Curriculum Design Matrix: https://success.salesforce.com/06930000004kEaD Quick Reference Guide: https://success.salesforce.com/06930000004kEaI Clean Your Room Dashboard: https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3000000B4bGvEAJ Adoption Dashboard: https://appexchange.salesforce.com/appxListingDetail?listingId=a0N30000004gHhLEAU Don't forget to check out other great Circles of Success: http://pages.mail.salesforce.com/cloud-services/event-calendar/ @Alison Day @Balazs Beszedes @Gail Bloch @Carolyn Candusso @Dominic Carubba @Suresh Chandra @Carrissa Collie @Jasmine Conwell @Tonya Diaz @Jill Hietpas @Sebastiaan Hoeberigs @Karen Hromada @Shannon Kaye @Tricia McGuire @Steven Meyer @Stacey Mueller @Mita Pandya More

11 days ago · 3 comments · 0 likes

Joshua Maples

Thank you @Cheryll Jarrett @Cindy Streifel @Donna Delahoussaye @Luciana Zorzi @Matt Earnhardt @Pritika Pattar @Tyler Burnett @Vladmimir Kroupenier @Wan Foo Ong for attending the Circles of Success Getting Started with Salesforce Customizations! Listed below is access to the deck we reviewed and resources. Again, I want to thank you all for your participation and letting myself, @Yulieth Pena, and @Kyleigh Cairns guide the session today! If you have any additional questions or concerns don't hesitate to post here. --New Lightning Object Creator - https://object-creator.salesforce.com/ Trailhead --Workflow Rules and Process Builder -https://trailhead.salesforce.com/en/content/learn/modules/workflow_migration/workflow_migration_intro -- Lightning Flow - https://trailhead.salesforce.com/en/content/learn/modules/business_process_automation --Schema Builder - https://trailhead.salesforce.com/en/content/learn/modules/data_modeling/schema_builder --Lightning App Builder - https://trailhead.salesforce.com/en/content/learn/modules/lightning_app_builder More

15 days ago · 0 comments · 1 likes

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