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

Nick Phillips

Thank you for attending today's (Apr-16) '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 @Kevin Noschang are here to support you! More

5 days ago · 4 comments · 0 likes

Gregory Wong

Thank you @Jordan Jenkinson @Steven Reynolds @Karen Stancliff for joining the Setting The Pace With Change Management session today. Attached is the deck along with a couple of additional resources that we discussed. Please let me know if you have any additional questions! Sell More with Leads and Opportunities: ChangeIt!: Thanks! Greg and @Ashley Scott More

6 days ago · 0 comments · 0 likes

Justin Gavette

@Nick Phillips @Shamari Simpson ; re: my question on COS: Chart your Course.. In the joined reports limitations help article (, it states that the following is not available in joined reports. (I'm not sure what the asterisk means) - Quota versus Actual* More

6 days ago · 2 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. @Justin Gavette @Ivy Kiel @Ana Valcarce @Domenic Vinci @Polina Zinin Salesforce Optimizer Report - Trailhead Unit for reports and dashboards: Reports and Dashboards Documentation: Samples CRM Dashboards(AppExchange): More

6 days ago · 0 comments · 1 likes

Shamari Simpson

Thank you for attending today's Circle of Success: Improve Customer Service with Reports & Dashboards with myself and @Mike Todd(! Please see the attached deck and the below resource to continue learning. Feel free to post follow-up questions here as well! @Andrew Crane @Brittany Glant @Angela Hibdon @Mary Mendoza @Shawn Nustad @Steven Reynolds @nikolai Calder Who Sees What Lightning Series: Service & Support Dashboards: Get Feedback: Survey Force More

10 days ago · 0 comments · 0 likes

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