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

Emily Peña

Big thanks to everyone who attended "Accelerate Adoption Though End User Training" Circle of Success yesterday with @Elyse LaGarenne and myself. 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 Customizable Training Templates (Premier Customers): https://help.salesforce.com/articleView?id=lex_enablement_pack.htm&type=5 Don't forget to check out other great Circles of Success: http://pages.mail.salesforce.com/cloud-services/event-calendar/ @Alaina Robertson @Derek Arbuckle @Emma O'Grady @Joanne Shearer @Ana Fernandez @Devon Brown @Carine Ruschena @Kelly Leslie @Jill Gibb @Heike Alber @Tami Brandt @Jay Russell @Kristine Hoo @Quincy Carter @Lisette Rocco @Jayashree Pradhan @Jaime Kade @Steven Sommer More

3 days ago · 0 comments · 0 likes

Joshua Maples

Thank you @Ganesh Kumthekar @Jerry Farrell @Harika Parepally @Michell Valoze @Rasmiranjan Pradhan @Satish Popat @Cris Noble @Kim Young @Kristine Binkley @Tiffany Joseph @RISHABH SHARMA @Rishabh Sharma @Dan Chase @Diamond Pollard @Barb Stupyra @Ana VENÂNCIO for attending the Circles of Success Getting Started with Salesforce Customizations! Listed below is access to the deck we reviewed. Again, I want to thank you all for your participation and letting @Kyleigh Cairns and myself guide the session! Additional questions or concerns please let us know! Also, here are a few resources mentioned in the session. Have fun exploring! --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

5 days ago · 0 comments · 0 likes

Christie Noschang

Thank you @Hilary Bannister @Abdul Basit @Lanishia Goodwin @Dawn Kellerman-Smith @Charlotte Nahon @Ekaose Nwadiani @Przemyslaw Pietak @Chandra Sekaran A @Kettida Vasiknanon @alaa rhimi for joining the Sell More with Leads and Opportunity Management session today. Attached is the deck and the resources that we discussed. - Field Mapping for Importing Leads: https://help.salesforce.com/articleView?id=field_mapping_for_importing_leads.htm&type=5 - Web to Lead from Your Website: https://help.salesforce.com/articleView?id=setting_up_web-to-lead.htm&type=5 - Sales Process Mapping Best Practices: https://help.salesforce.com/articleView?id=000338431&type=1&mode=1 Please feel free to post any additional questions! Thanks! Christie and @Gregory Wong More

10 days ago · 1 comments · 1 likes

Mike Todd

Thank you @Jerry Farrell @Ventzislav Iankoulov @Rajeeta Iyer @Jaime Kade @Shane Merritt @Sudhakar Pallam @Alan Rezaei @Kim Roberts @Julia Rodriguez @Janet Stelpflug for registering/attending today's (Sept-24) ‘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 as well as a recording from a previously competed session. Please feel free to ask any questions regarding your Optimizer Report / Lightning Experience transition via this post and/or the other Communities highlighted within the attached PDF deck (e.g. @* Lightning Now! *). Alternatively feel free to ask @Mike Todd (Salesforce.com) or I your questions by posting below! #Optimizer #Run Optimizer #Salesforce #Lightning #OptimizerReportFeedback #Salesforce More

11 days ago · 0 comments · 0 likes

Kevin Noschang

Thank you @Olha Kozhaieva @Joanne Shearer @Ranjit Chouhan @Tonya Diaz @Ann Marie Johnson @Anthony McMahon @Mary Mendoza @Maoqing Liu @Jay Ikram for joining Monday, Nov-25's 'Secrets To Sandbox Success' Circle Of Success! 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 related to Sandbox Success via this post and/or the other Success Communities as highlighted within the attached PDF deck and @Katherine Burg and I will be more than happy to answer your questions! #[Circles Of Success] #[Secrets To Sandbox Success Circle Of Success] #Sandbox #[Secrets To Sandbox] More

18 days ago · 0 comments · 1 likes

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