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 to @Francis Concha, @Tonya Diaz, @Carol Eckert, @Rachel Giesbrecht, @Dan Hoffman, @Graciela Lamanna, @Marcelly Lima, @Mia Mattsson, @Elizabeth Peichel, @Nick Rawlins, @Kate Schoenster, @Roxana Schommer, @Michael Tierman, @Julie Wehler for joining me and @Yulieth Pena on today's circle, Transform Your Business with Automation. Please see the attached deck and following links: - Great resource from Kate on actions: - Formulas : - Additional Demos to Process builder: We hope you'll continue the conversation on this thread or @Salesforce Workflow Automation group! More

3 days ago · 1 comments · 0 likes

Ashley Hasman

Thank you @Kim Alexander @Francis Concha @Karen Laage @Dominic Massa @Alison McGillivray @Joshua Pauley @Diamond Pollard @Andrea Stratton for joining me and @Susie Turpin on today's *Streamline Salesforce Experience Through Data Archival and Cleanup* Circle of Success! I've attached the presentation below, and here are some additional resources related to the topic of discussion: Monitor Data and Storage Resources: Big Objects Implementation Guide: Also, we had a last minute question at the end of the webinar about Field Trip ( and if it was the one owned by RingLead - the answer is yes, it is. 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. We are here to support you! #Data #Data Archiving #Data Cleanup #Circles Of Success More

3 days ago · 1 comments · 1 likes

Christie Noschang

Thank you @Amy Murphy @Brittaney Benson-Townsend @Joao Silva @Julie Rodriguez @Kate Fox @Omar Conte @Phyllis Biermann @Philip Seyfried @Sandy Brown @Stephen Williams @Tracy Nguyen for joining the Sell More with Leads and Opportunity Management session today. Attached is the deck and the resources that we discussed. - Convert Qualified Leads: - Archive leads: - Get started with Chatter: - Collaborate with Chatter Groups: Please feel free to post any additional questions! Thanks! Christie and @Gregory Wong More

11 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: Quick Reference Guide: Clean Your Room Dashboard: Adoption Dashboard: Don't forget to check out other great Circles of Success: @Alison Day @Balazs Beszedes @Gail Bloch @Carolyn Candusso @Dominic Carubba @Suresh Chandra @Carrissa Collie @Jasmine Conwell @Tonya Diaz @Jill Hietpas @Sebastiaan Hoeberigs @Karen Hromada @Shannon Kaye @Tricia McGuire @Steven Meyer @Stacey Mueller @Mita Pandya More

11 days ago · 3 comments · 0 likes

Joshua Maples

Thank you @Cheryll Jarrett @Cindy Streifel @Donna Delahoussaye @Luciana Zorzi @Matt Earnhardt @Pritika Pattar @Tyler Burnett @Vladmimir Kroupenier @Wan Foo Ong for attending the Circles of Success Getting Started with Salesforce Customizations! Listed below is access to the deck we reviewed and resources. Again, I want to thank you all for your participation and letting myself, @Yulieth Pena, and @Kyleigh Cairns guide the session today! If you have any additional questions or concerns don't hesitate to post here. --New Lightning Object Creator - Trailhead --Workflow Rules and Process Builder - -- Lightning Flow - --Schema Builder - --Lightning App Builder - More

15 days ago · 0 comments · 1 likes

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