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* Sales Cloud - Getting Started *

Welcome! This group is dedicated to helping customers new to Sales Cloud get up and running quickly. Join the conversation here to ask questions, get answers, stay updated, and share experiences. --------------------------------------- This group is maintained and moderated by Salesforce employees. The content received in this group falls under the official Forward-Looking Statement: http://investor.salesforce.com/about-us/investor/forward-looking-statements/default.aspx
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Rohit Kumar (Sr. Software Engineer en Dell Technologies)
Ayer, 12:49

🚀 Bring Salesforce documentation into your AI development workflow with Salesforce Docs MCP! 

 

In this video, explore how Model Context Protocol (MCP) connects AI assistants to Salesforce documentation, helping you find relevant guidance while working on your Salesforce projects.

📌 What you’ll learn: 

✅ What Salesforce Docs MCP is 

✅ How to get started and connect an AI assistant 

✅ How documentation search and retrieval work 

✅ Practical uses for Salesforce developers 

 

🎥 Watch the full video: 

https://www.youtube.com/watch?v=g-TRnl_k4hk

🎥 Subscribe to Salesforce Hunt for more Salesforce and AI tutorials: 

https://www.youtube.com/@SalesforceHunt

 

 

@Agentblazer Community Group @* Sales Cloud - Getting Started *@* Release Readiness Trailblazers *@* Sales Cloud - Best Practices *@* Salesforce Administrators *@* Service Cloud *

 

 

🚀 Bring Salesforce documentation into your AI development workflow with Salesforce Docs MCP! In this video, explore how Model Context Protocol (MCP) connects AI assistants to Salesforce documentation

 

 

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Jamie Zenker (Video Marketing, Senior Manager en Salesforce) ha publicado en * Release Readiness Trailblazers *
6 jul, 19:36

***POLL IS CLOSED***

 

Lantern Astro won across every poll and will be the Winter ’27 Release logo!

_________ 

 

Help us choose the official Salesforce Winter ’27 Release logo.

 

Which character should star?

1️⃣ Agent Astro

2️⃣ Bookish Codey

3️⃣ Agent Appy

4️⃣ Lantern Astro

 

Cast your vote here, or vote in our polls on X, Instagram and LinkedIn (or all four!). 

 

🗳️ Voting closes Friday, July 10. The character with the most votes will become the official Salesforce Winter ’27 Release logo. 

***POLL IS CLOSED*** Lantern Astro won across every poll and will be the Winter ’27 Release logo!_________ Help us choose the official Salesforce Winter ’27 Release logo. Which character should star?

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Jamie Zenker (Video Marketing, Senior Manager en Salesforce) ha publicado en * Release Readiness Trailblazers *
28 ago, 17:50

We’re happy to share Winter ‘27 Release resources! 🩵 

 

 

🚨 BONUS: Get ready for FeatureFest at Dreamforce! 🚨 Discover what’s new in the Winter ’27 release, get personalized feature recommendations, connect with experts, earn exclusive swag, and leave ready to get more from Salesforce – all in one exciting Dreamforce experience. Stay tuned – we’ll share more details next week!

 

Release Matrix can be found here: https://trailhead.salesforce.com/trailblazer-community/feed/0D5KX00000pPZmY0AW

 

Overview deck can be found here: https://trailhead.salesforce.com/trailblazer-community/feed/0D5KX00000jASjE0AW

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Jacinta Burke (Laid off - former Director, Content Strategy en Salesforce) ha publicado en * Release Readiness Trailblazers *
17 ago, 17:47

Winter '27 release notes are live.  

 

Winter '27 release notes are live.

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Alvaro Mattos (Managing Partner en Sottama Tecnologia Ltda)
8 sept, 12:22

Excellent example for improving performance when using WhatsApp, especially for those with many agents using this tool. Enable subtitles in your language and 1080p quality: 

 

https://www.youtube.com/watch?v=kHTemjVWEG0&list=PLYStC_2TZBSU

  

Excellent example for improving performance when using WhatsApp, especially for those with many agents using this tool. Enable subtitles in your language and 1080p quality: https://www.youtube.

 

 

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Rohit . (Developer en 360 Cloud Solution) ha preguntado en #Sales Cloud
18 jun, 7:08
Opportunity → Quotes Scenario: When a Quote is approved, automatically mark it as the Primary Quote and uncheck all other Quotes. Questions: • How do you update multiple child records? • How do you avoid recursive updates?

Opportunity → Quotes  Scenario:  When a Quote is approved, automatically mark it as the Primary Quote and uncheck all other Quotes.  Questions:  • How do you update multiple child records?   • How do you avoid recursive updates? 

 

@* Sales Cloud - Best Practices * @* Sales Cloud - Getting Started * 

2 respuestas
  1. Deepak Sharma (Cloud Solution)
    7 sept, 17:58

    Hi @Rohit .

     

     

    I would use a Record-Triggered Flow with a Scheduled Path on the Contract.

    •  Set the Time Source = Contract End Date and Offset = 30 Days Before. 
    •  At the scheduled time, check whether a Renewal Opportunity already exists. 
    •  If not, use Create Records to create the Renewal Opportunity and notify the Account Owner. 
    •  To prevent duplicates, use a Renewal Opportunity lookup or Renewal Created checkbox on the Contract. 

    Flow: 

     Contract → Scheduled Path (30 Days Before End Date) → Duplicate Check → Create Renewal Opportunity → Notify Owner 

     

    This is cleaner than calculating the 30-day window manually. Salesforce supports Scheduled Paths based on a date field with a positive or negative offset. 

     

    Hope This Helps!!

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Jamie Zenker (Video Marketing, Senior Manager en Salesforce) ha publicado en * Release Readiness Trailblazers *
2 sept, 18:52

FeatureFest is coming BACK to Dreamforce for its second year!  

 

✨ Take a personalized feature match quiz and discover innovations tailored to your needs 

🎤 See what’s new in action with live demos 

📺 Join Release Readiness Live sessions throughout the day 

🎁 Grab exclusive swag (and some snacks!) 

 

📍 Moscone West, Level 2 

 

Come see what’s new. Find your next favorite feature. Get ready for what’s next.FeatureFest is coming BACK to Dreamforce for its second year! ✨ Take a personalized feature match quiz and discover innovations tailored to your needs 🎤 See what’s new in action with live demos 📺 Jo

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David Lobriza
2 sept, 0:00
New to SalesForce ProSuite - Connect with an Expert Coach?

Hi all,  

I would love to connect with someone to get expert coaching. I've followed these steps but can't find where to lock in a session?  

 

  1. Select My Success Plans from the top navigation.
  2. Scroll to the Expert Coaching section.
  3. Select Explore Expert Coaching.

Any help would be amazing! 

3 respuestas
  1. Deepak Sharma (Cloud Solution)
    3 sept, 16:51

    Hi @David Lobriza, 

     

     The Expert Coaching option is available to customers with an eligible Premier or Signature Success Plan. 

    You can access it from Salesforce Help → My Success Plans → Expert Coaching → Explore Expert Coaching. From there, select the relevant coaching topic and complete the request form to create the coaching request.  

     

    If you cannot see the option or the Request button is disabled, first verify that you are logged in with the org that has the appropriate Success Plan entitlement. If you have multiple orgs, switch to the org with the Premier/Signature entitlement and try again. 

     

    Hope this helps! 

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Bhavin Patel (Community Experience Manager en Salesforce) ha publicado en Communications & Readiness Connect
3 sept, 15:10

🎉 Big shoutout to our incredible Forum Ambassador, @Smitha Thomas for an awesome deep dive on "Make a Feild Avalible as a Dashboard Filter!📘 Check out the article here >> https://help.salesforce.com/s/articleView?id=005408536&type=1 

 

🔍 Found it helpful? Have thoughts to share?

 Let us know by clicking the "Yes" or "No"  button at the bottom of the article—your feedback helps us improve!🎉 Big shoutout to our incredible Forum Ambassador, for an awesome deep dive on> 🔍 Found it helpful?" style="display: block;" /> #Reports & Dashboards

 

 

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Rohit Kumar (Sr. Software Engineer en Dell Technologies)
31 ago, 7:42

🚀 Salesforce Winter ’27: TOP New Features for Developers & LWC!

Salesforce Winter ’27 is bringing some exciting updates for Salesforce Developers and Lightning Web Components (LWC). 🔥

In my latest video, I cover the TOP Winter ’27 features that developers should know, including:

💻 New developer capabilities 

⚡ Lightning Web Components (LWC) improvements 

🔌 API & platform enhancements 

🚀 Performance and scalability updates 

🔐 Security & governance improvements 

🛠️ Features that can make development faster and more productive

If you're a Salesforce Developer, LWC Developer, or working with the Salesforce Platform, these updates are definitely worth checking out!

🎥 Watch the video:

 

https://www.youtube.com/watch?v=8j97AenYLpM

📺 Subscribe to Salesforce Hunt:

 

https://www.youtube.com/@SalesforceHunt

 

🚀 Salesforce Winter ’27: TOP New Features for Developers & LWC!Salesforce Winter ’27 is bringing some exciting updates for Salesforce Developers and Lightning Web Components (LWC).

 

 

 

@Agentblazer Community Group @* Sales Cloud - Getting Started *@* Release Readiness Trailblazers *@* Sales Cloud - Best Practices *@* Salesforce Administrators *@* Service Cloud *

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