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* Customer Success *

Welcome! This group is your home base for all Customer Success questions about Salesforce features, and services like Success Plans. --------------------------------------- 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

G2’s Fall 2026 Reports are here, and Salesforce Customer Success is proving that consistency is key by ranking #1 in Top Services and #4 in Top Products for the second straight quarter.

 

G2’s Fall 2026 Reports are here, and Salesforce Customer Success is proving that consistency is key by ranking #1 in Top Services and #4 in Top Products for the second straight quarter. 🔑

 

Unlock the full report: https://sfdc.co/G2-Fall26-Reports

 

#Salesforce #TrailblazerCommunity

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We’re really hitting our stride! 👟 Join instructor Jake Emrich for the Advanced Administrator bootcamp on September 12-14 and power through complex configurations, security models, and process automa

 

We’re really hitting our #TrailblazerTrackMeets stride! 👟

 

Join instructor Jake Emrich for the Advanced Administrator bootcamp on September 12-14 and power through complex configurations, security models, and process automation to maintain your momentum.

 

Lock in: https://sfdc.co/DF26TrailblazerBootcamp

 

@* Trailhead Official * @* Trailhead Academy * @Trailblazer Community Cove @* Salesforce Administrators * #Salesforce #Certifications #Trailhead #TrailblazerCommunity #Flow #Salesforce Admin #AwesomeAdmins 

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Need a rest day? 😮‍💨 Us too, and what better way to spend it than playing a game of ping-pong?

 

Need a #TrailblazerTrackMeets rest day? 😮‍💨 Us too, and what better way to spend it than playing a game of ping-pong? 🏓

 

Instructor Stuart Werner is ready to serve up some knowledge at the Agentforce Service Specialist bootcamp on September 12-14. Join him and learn how to build, customize, and deploy AI-powered service agents from scratch, all while bouncing ideas off your fellow Trailblazers as you go. 

 

Let’s rally: https://sfdc.co/DF26TrailblazerBootcamp

 

@* Trailhead Official * @* Trailhead Academy * @Trailblazer Community Cove @* Salesforce Developers * @Agentblazer Community Group #Salesforce #Certifications #Trailhead #TrailblazerCommunity #Agentforce #Salesforce Developer

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📞 One number, no menu, no friction - just help

 

Agentforce Voice is now live end to end across support, sales, and billing on 1-800-NO-SOFTWARE. Customers just say what they need and the agent is ready.

Here's what Agentforce Voice does today:

  • Answers directly, no IVR maze. Customers say what they need and get there, no triage rep, no transfer chain, no lost context along the way.
  • Handles it on the spot. From simple questions to troubleshooting, the voice agent resolves issues in the moment and guides customers through what to do next.
  • Carries the full conversation forward to support. If a human agent needs to step in for a support case, everything transfers with the call so customers never have to repeat themselves.
  • Raises the bar for every customer. Not just Premier or Signature. One level of great service for everyone who calls.

🎥 See & share our overview video here! This is our Help Agent, now in your ear and it's the Customer Zero story we've been living: agent and human, working together, for every customer on every plan.

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Encountering a hurdle? 🚧 Pass the baton to an instructor like Teo Marcelo! “I recently learned how to migrate flows between orgs using Command-Line Interface (CLI) because a customer asked,” he said.

 

Encountering a hurdle? 🚧 Pass the baton to an instructor like Teo Marcelo!

 

“I recently learned how to migrate flows between orgs using Command-Line Interface (CLI) because a customer asked,” he said. “I'd never used CLI before then, but with a few tries, we were able to migrate everything we did in class to their development org in about 20 minutes. It was awesome!”

 

Join Teo for the Admin Flow Builder bootcamp on September 12-14 and learn how to design automated no-code solutions with Salesforce Flow.

 

Make the jump: https://sfdc.co/DF26TrailblazerBootcamp

 

#TrailblazerTrackMeets

 

@* Trailhead Official * @* Trailhead Academy * @Trailblazer Community Cove @* Salesforce Administrators * #Salesforce #Certifications #Trailhead #TrailblazerCommunity #Salesforce Admin #AwesomeAdmins #Flow

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1-800 numbers are one of the most universal touchpoints in global business, and they’ve operated the same way for decades: phone trees designed to route you, not help you. That ends now. 📞

 

Help Agent, powered by Agentforce Voice, is officially live on 1-800-NO-SOFTWARE! 🚫

 

Help Agent immediately recognizes intent and guides you toward an answer. No waiting, no transfers, and no pesky menu diversions required.  

 

Need to speak with a real human? No problem. A skilled expert picks up where Help Agent leaves off, with context in hand so you don’t have to start over.  

 

1-800-NO-SOFTWARE: same number, different experience, and available to every customer. ✨

 

Watch it in action: https://sfdc.co/HelpAgent

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I am new to this role and trying to learn how to bring shells from opportunities in previous campaign to new campaign. I was told that we use the last two years as the shell and then increase the amount by 5% for the new ask for this year. The previous campaign was setup with opportunities already created for people who had pledged in the last two years, and each opportunity included a requested ask amount that was 5% more than the previous pledge so that solicitors can use this data when soliciting donors. The created opportunities can then be used to create new pledges made for current campaign. 

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A winning performance needs proper form.

 

A winning performance needs proper form. 🏆

 

Just ask Data 360 Developer bootcamp instructor Ram Elangovan, whose biggest piece of advice for students is to master the art of micro-learning with these three habits:

 

➡️  Learn “Just in Time,” Not “Just in Case”: Focus on the exact mechanism or logic you need to solve what’s in front of you.

➡️ Consider the Big Picture: Focus on your current task, but stay curious enough to notice where it connects to broader system architecture.

➡️ Stack Micro-Wins: Take baby steps to keep burnout at bay and turn a massive learning curve into a series of quick, satisfying victories.

 

Ram will be teaching students how to design Data 360 solutions that unify and harmonize data to power AI initiatives. Join him on September 12-14 and achieve your personal best. 📈

 

Go for gold: https://sfdc.co/DF26TrailblazerBootcamp 

 

#TrailblazerTrackMeets

 

@* Trailhead Official * @* Trailhead Academy * @Trailblazer Community Cove @* Salesforce Developers * #Salesforce #Certifications #Trailhead #TrailblazerCommunity #Salesforce Developer #Data360

3 comentarios
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You’ve warmed up; now it’s time to pick up the pace.

 

You’ve warmed up; now it’s time to pick up the pace. 🏃

 

Join instructor Simon Connock for the Data 360 Specialist bootcamp on September 12-14 and learn how to configure Data 360 by exploring key capabilities and use cases. ⚙️

 

Get moving: https://sfdc.co/DF26TrailblazerBootcamp

 

#TrailblazerTrackMeets

 

@* Trailhead Official * @* Trailhead Academy * @Trailblazer Community Cove @* Salesforce Developers * #Salesforce #Certifications #Trailhead #TrailblazerCommunity #Salesforce Developer #Data360

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As we race toward Dreamforce Trailblazer Bootcamp on September 12-14, lace up every Tuesday, Wednesday, and Thursday for , where we’re sharing details about each of our bootcamp tracks and the instruc

 

As we race toward Dreamforce Trailblazer Bootcamp on September 12-14, lace up every Tuesday, Wednesday, and Thursday for #TrailblazerTrackMeets, where we’re sharing details about each of our bootcamp tracks and the instructors teaching them! 👟

 

We’re off to a running start with the Agentforce Service Specialist track, where instructor Alok Agarwal will guide students through building, customizing, and deploying AI-powered service agents from scratch. Don’t get left in the dust! 💨

 

On your marks, get set… register: https://sfdc.co/DF26TrailblazerBootcamp

 

@* Trailhead Official * @* Trailhead Academy * @Trailblazer Community Cove @* Salesforce Developers * @* Salesforce Administrators * #Salesforce #Certifications #Trailhead #TrailblazerCommunity #Salesforce Developer #Salesforce Admin #AwesomeAdmins #Agentforce 

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