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

Gregory Wong

Thank you @Phyllis Biermann @Alanna Collins @Oana Croitoru @Kristin Dioguardo @Marla Elliott @Daniela Fonseca @Jennifer Grass @Ben LaMothe @Willis Meyers @Sonia Smith @Tanyanan Sophon-Itthiwat for joining today's session. I've attached the deck and the resources that we discussed. Run Optimizer: https://help.salesforce.com/HTViewHelpDoc?id=optimizer_kick_off.htm Manage Duplicate Records: https://help.salesforce.com/apex/HTViewHelpDoc?id=managing_duplicates_overview.htm&language=en_US Accelerator Catalog: https://www.salesforce.com/content/dam/web/en_us/www/documents/accelerators/accelerator-library.pdf So I've Inherited a mess...now what? http://go.pardot.com/l/27572/2016-03-22/57cqft Weekly Data Export: https://help.salesforce.com/articleView?id=admin_exportdata.htm&type=0 More

2 days ago · 1 comments · 1 likes

Nick Phillips

Thank you to @Shannon Donnelly @Prasoon Goel @Leah Henig @Erin Kelly @Mark Ketchum @Oscar Kimani @Brittany King @Scott Madar @sarah maye@Sarah Mayer @Alice Perez-Heins @Jan Watson @Mark West @Patrick van der Valk for attending today's ‘Clean up and Supercharge Your Org with Salesforce Optimizer' Circle of Success! Attached you will find a PDF copy of the deck as presented today with the resources we discussed during the call, as well as a recording for today’s session. 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. @Kevin Noschang and I are here to support you! #Optimizer #OptimizerReportFeedback #Salesforce #SalesforceOptimizer More

2 days ago · 2 comments · 1 likes

Hillary Sellers

Thank you for attending yesterday's circle: How to Successfully Transition to Lightning. Please see the attached deck and the resources we discussed. It was brought up that the News Component in Lightning is not available in certain countries. The News Component only contains information from US news sources in English. Let me know if you have any further questions! @Misha Bleymaier-Farrish @Eric Brower @Lia Budiman @Nancy Franklin @Barrie McDaniel @Meredith McDonald @Deb Papay @Steven Steier @Melissa Wilson @Thirza Moran - Enablement Pack link included in this Trailhead: https://trailhead.salesforce.com/trails/lex_admin_migration/modules/lex_migration_rollout/units/lex_migration_rollout_executing - Success Community: https://success.salesforce.com/featuredGroupDetail?id=a1z3A000007SBrQQAW#a0L3000000RuJKwEAN - Lightning Now Group: https://success.salesforce.com/featuredGroupDetail?id=a1z3A000007SBrQQAW#a0L3000000RuJKwEAN - Accelerator Library: https://www.salesforce.com/content/dam/web/en_us/www/documents/accelerators/accelerator-library.pdf - Lightning readiness check steps: https://help.salesforce.com/articleView?id=lex_readiness_check.htm&r=https%3A%2F%2Fwww.google.com%2F&type=5 More

2 days ago · 0 comments · 1 likes

Michele Engel

I received the following message, and I have tracked down the expired certificate, but I have no idea how to proceed from there (despite reading the SFDC documentation on Certificates and Keys). I would appreciate any guidance you could provide. "You have one or more certificates in your Salesforce org ... that will expire soon. Review the list below and visit Certificate and Key Management from Setup to make an update. - SelfSignedCert_21May2017_065212, Self-Signed, expires on 5/21/2018. Warning: This certificate will expire in 60 day(s)." I've attached a screenshot that might help... Thank you! More

3 days ago · 1 comments · 0 likes

Jessica Williams

Thanks to everyone that joined a Circles of Success Live Event within the past two weeks. Shout out to you: Minneapolis, Indianapolis, Chicago, Philadelphia and Houston! It was great meeting everyone. You'll find links to topic decks in the left hand information bar of this group. AND I've attached a newer Circles topic deck that we've more recently started delivering: Automate your Workflow with Pardot. Enjoy! Please feel free to comment here if you aren't able to find what you are looking for. Cheers. More

6 days ago · 2 comments · 2 likes

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