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.

Join the Conversation

Recent Posts

Sunil Neurgaonkar

Salesforce launched its all-new avatar - ⚡️Salesforce #Lightning⚡️ in response to changing market needs. However, it did not receive the traction everyone expected due to low end-user adoption. Join @Amy Oplinger, Salesforce MVP, and Sr. Salesforce Consultant at The Crevalle Group in our upcoming webinar and learn how you can address the challenges to Salesforce Lightning adoption and streamline the migration from Salesforce Classic to Lightning. And here's a bonus - Amy will be sharing some tips on how you can maximize your #Dreamforce ROI. #DF19 More

12 hours ago · 1 comments · 1 likes

Gregory Wong

Thanks you @Sudeep Allen @Robert Bradley @Cheryl Connor @Nora Frederickson @Joseph Goings @Emma Gondry @Kim Haugen @Brian Hendricks @Kari Kemp @Ira Petric Buchberger @Saulo Rozendo @Carla Saunders @Shivangi Verma @Andy Wilson for joining the Data Management: The Route to Success session. Attached is the deck along with a few resources. Weekly Data Export: https://help.salesforce.com/articleView?id=admin_exportdata.htm&type=0 Optimizer Report: https://help.salesforce.com/articleView?id=optimizer_kick_off.htm&type=0 Validation Rules: https://trailhead.salesforce.com/en/modules/point_click_business_logic/units/validation_rules If you have any questions, please feel free to post here! Greg More

2 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 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/ @Sarah Adams @Adam Berry @Sudhir Bhaskar @Dan Broad @Ashley Buley @Maria Fernando @Jenny Guisquet @Kristen Hickcox @Nicole Javech @Ann Marie Johnson @Sara Kaiser @Lee McCaw @Mary Mendoza @Shareen Mullen @Katharina Prahs @Kavita Rao @Jenn Rudiger @Andrey Shestakov @Shanna Stribling More

3 days ago · 0 comments · 1 likes

Joshua Maples

Thank you for @Amy White, @Paul Duncan, @Mishra Mishra, @Karen Russell, @Jamie Martin , @Carla Saunders, @Massimiliano Piani, @Jordan Hod, @Gideoni Silva @Karine Gelinas , @Kettida Vasiknanon, @Jagdeep Singh, @Brian Dornsife, @Melinda Crosby, and @Varsha Tiwari 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 @Yulieth Pena, @Kyleigh Cairns, and myself guide the session! Additional questions or concerns please let us know! More

13 days ago · 1 comments · 0 likes

Gregory Wong

Thank you @Gene Bidwell @Cory Chorpenning @Lauren DiCerbo @Brian Holt @Al Kappel @Mita Pandya @Gideoni Silva @Christian Sivertsen @Jessica Wilson @Evan Wing @Lucia Rambusch-Adam for joining the Sell More with Leads and Opportunity Management session today. Attached is the deck and the resources that we discussed. Validation Rules: https://trailhead.salesforce.com/en/modules/point_click_business_logic/units/validation_rules Sales Cloud: Manage Leads Accelerator: https://help.salesforce.com/articleView?id=000312527&type=1&mode=1 Sales Cloud: Manage Opportunities Accelerator: https://help.salesforce.com/articleView?id=000320349&type=1&mode=1 Sales Cloud: Fast Start Accelerator: https://help.salesforce.com/articleView?id=000351042&language=en_US&type=1&mode=1 Sales Path: https://trailhead.salesforce.com/en/content/learn/modules/sales_admin_optimize_salesforce_for_selling/sales_admin_optimize_for_selling_unit_1 Edit Opportunity Stage Fields (To Add Dead - No Decision value): https://help.salesforce.com/articleView?type=1&mode=1&id=000322992 Please feel free to post any additional questions! Thanks! Greg and @Christie Noschang More

15 days ago · 0 comments · 0 likes

Talking About...

Circles of Success Resources