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

Mike Todd

Thanks for attending "Accelerate Adoption Though End User Training" Circle of Success with @Elyse LaGarenne 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: https://help.salesforce.com/HTTrainingModulesDetail?courseId=a1S30000000gj11 Don't forget to check out other great Circles of Success: http://pages.mail.salesforce.com/cloud-services/event-calendar/ @Amanda Alund @Donde Anderson @Brittaney Benson-Townsend @Jenny Compton @Melinda DeMiranda @Jan Eaton @Harley Ehrman @Alix Emden @Carrie Hartman @Jessica Higgason @Jennifer McGuire @Sylvia Merich @Elizabeth Torres @Aida Vejzagic @Yolanda Veney @Connie Yoo More

6 days ago · 1 comments · 1 likes

Shamari Simpson

Hi everyone, thank you for joining @Stephanie Smith today's Circle of Success: New toSalesforce? Plan and Execute a Successful Launch, and thank you for being such active participants in our discussion! I have attached the deck here. Please feel free to post any additional questions or comments to this post so that we and I can follow up with you. @Mohamad Aborashd @ARCHIE ANTIL @Jarel Birck @Catrinia Cook @Carly Crafton @Kate Edwards @Amole Ghonge @Cecilia Izquierdo @Ava Johnson @Yordanka Koleva @Antwon Landrew @Kristen Martin @Lena McLain @Jeremy Pardoe @Jim Rafferty @Jessica Trippiedi @Ana VALCARCE NOGUEIRAS @Justin Feeney @Dino Mastri @Kristen Myers @Shubham Narwane Who Sees What? https://www.youtube.com/watch?v=GOIPH0aLY0E&list=PLnobS_RgN7JblbKvcMjzZUd_RPdEYwiME Automation Trail: https://trailhead.salesforce.com/en/content/learn/modules/business_process_automation Automate Your Business Process: https://help.salesforce.com/articleView?id=extend_click_process.htm&type=5 More

6 days ago · 1 comments · 0 likes

Neil Lauri

All, Thank you for joining the How to Create and Manage a Salesforce Backup & Disaster Recovery Plan Circle of Success today. We had a good turnout and some good questions and as promised here is the deck. Also, I did confirm and flows and process builder are able to be backed up the same as any other metadata. So thank you to @Lawrence Bosquez @Lisbeth Gamboa @Jade L @faiem Mansuri @brian merit @Amalesh Paul @Laura Peabody-Park @Gordon Ritchie @Karen Stancliff @Jennifer Wheeler @Katherine Burg More

7 days ago · 0 comments · 0 likes

William Callahan, CFA, CFP®

I was under the understanding that email drafts would be shareable (for approvals/editing) in Lightning in the Spring 2019 release. Has this occurred? If so, it is not natively enabled, and I can't find documentation on enabling it? More

8 days ago · 0 comments · 0 likes

Shamari Simpson

@Dennis Barbee @Laura Carey @MChan @Matthew Clark @Jenny Compton @Adam Freudenstein @Kate Hartmann @Anton Kaplun @KATIA KILLA @Alethea Kirkwood @Andre Little @Robert Majowicz @Tina McCauley Thank you all for attending today's circle with @Nick Phillips and myself called Increase Productivity with Activity Management. I've attached the PDF version of the slides for your use. Our goal is to help you get more out of Salesforce. I truly hope you can put some of these practices into play to achieve this with activities. Please feel free to ask questions on this group and the other Communities I highlighted in the slides. We are here to help! Lightning for Outlook: https://trailhead.salesforce.com/en/modules/outlook_integration/units/outlook_integration_unit_3 Lightning for Outlook ADR: https://www.salesforce.com/content/dam/web/en_us/www/documents/accelerators/how-to-sales-cloud-setup-lightning-for-outlook.pdf Lightning for Gmail: https://trailhead.salesforce.com/en/modules/gmail_integration/units/gmail_integration_unit_2 Lightning for Gmail ADR: https://www.salesforce.com/content/dam/web/en_us/www/documents/accelerators/how-to-sales-cloud-setup-lightning-for-gmail.pdf Pop Up Reminder: https://help.salesforce.com/articleView?id=000002876&type=1 Tasks and Events Custom Component https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3000000DU4ecEAD Activity Management Best Practices: https://trailhead.salesforce.com/en/modules/lightning-experience-productivity/units/manage-your-tasks-events-and-email Global Action: https://help.salesforce.com/articleView?id=working_with_global_publisher_layouts.htm&type=5 Layout: https://help.salesforce.com/articleView?id=creating_global_publisher_layouts.htm&type=5 More

8 days ago · 0 comments · 0 likes

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