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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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Jamie Zenker (Video Marketing, Senior Manager at Salesforce) posted in * Release Readiness Trailblazers *
Aug 28, 5:50 PM

We’re happy to share Winter β€˜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!

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David Lobriza
Sep 2, 12:00 AM
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 answers
  1. Deepak Sharma (Cloud Solution)
    Sep 3, 4:51 PM

    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 β†’ My Success Plans β†’ Expert Coaching β†’ 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 at Salesforce) posted in Communications & Readiness Connect
Sep 3, 3:10 PM

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

 

πŸ” Found it helpful? Have thoughts to share?

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

 

 

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Jamie Zenker (Video Marketing, Senior Manager at Salesforce) posted in * Release Readiness Trailblazers *
Sep 2, 6:52 PM

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 

πŸ“Ί Join Release Readiness Live sessions throughout the day 

🎁 Grab exclusive swag (and some snacks!) 

 

πŸ“ 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 πŸ“Ί Jo

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Rohit Kumar (Sr. Software Engineer at Dell Technologies)
Aug 31, 7:42 AM

πŸš€ 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). πŸ”₯

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

πŸ’» New developer capabilities 

⚑ Lightning Web Components (LWC) improvements 

πŸ”Œ API & platform enhancements 

πŸš€ Performance and scalability updates 

πŸ” Security & governance improvements 

πŸ› οΈ 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!

πŸŽ₯ Watch the video:

 

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

πŸ“Ί Subscribe to Salesforce Hunt:

 

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

 

πŸš€ 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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Rohit Kumar (Sr. Software Engineer at Dell Technologies)
Aug 31, 7:39 AM

πŸš€ Salesforce Winter ’27: Exciting New Features for Flow Builders! ⚑

Salesforce Winter ’27 is bringing some great improvements to Flow β€” making automation easier to build, debug, maintain, and scale.

Here are some of the Flow features every Salesforce Admin & Developer should know πŸ‘‡

πŸ”Ή 1. Improved Flow Builder Experience

 

Build and manage your flows more efficiently with enhancements to the Flow Builder experience.

πŸ”Ή 2. Better Flow Debugging & Troubleshooting

🐞 

New improvements make it easier to understand what’s happening during flow execution and identify issues faster.

πŸ”Ή 3. Enhanced Flow Performance

⚑ 

Salesforce continues to improve Flow capabilities so you can build more scalable automation while keeping performance in mind.

πŸ”Ή 4. More Powerful Flow Logic

🧠 

New enhancements provide additional flexibility when designing complex automation and business logic.

πŸ”Ή 5. Improved Flow Management

 

Managing multiple versions and maintaining automation becomes easier with continued improvements across the Flow lifecycle.

πŸ’‘ Why does this matter?

Flow is becoming more than just a point-and-click automation tool. With every release, Salesforce is making Flow a stronger platform for building enterprise-grade automation with less custom code.

πŸ‘‰ If you're working with Salesforce Flow, Winter ’27 is definitely a release worth exploring.

Which Winter ’27 Flow feature are you most excited about? πŸ‘‡ 

 

πŸŽ₯

Want to see these features in action?

I’ve covered the Salesforce Winter ’27 Flow features in this video:

πŸ‘‰ https://www.youtube.com/watch?v=8j97AenYLpM&t=348s

 

πŸš€ Salesforce Winter ’27: Exciting New Features for Flow Builders! ⚑Salesforce Winter ’27 is bringing some great improvements to Flow β€” making automation easier to build, debug, maintain, and scale.

 

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

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Vanessa Nipperess (Business Systems Analyst at Smart Energy) asked in #Sales Cloud
Jul 18, 2025, 1:45 AM
Best Practices for sending Google Ads Offline Conversions from Sales Cloud

Hi, We're working on sending offline conversions from Sales Cloud to Google Ads. I've been tasked with researching best practice so I'm hoping someone out there has done this in a way that works well.    Specifically, I'm wondering how you have gone about populating the GCLID in Salesforce and assigning it to Opportunities.   1. If someone clicks multiple ads do you retain multiple GCLIDs or overwrite the existing GCLID?  2. If a user clicks an ad and there is no immediate conversion, but a conversion occurs 6 weeks later from a non-Google campaign, do you assign the GCLID to the Opportunity or do you only assign to opportunities that result directly from a click?  3. Do you associate GCLIDs with specific campaign members or with contacts generally?    I have my own thoughts on this but have been asked to research best practice, so any feedback as to how other businesses handle this would be much appreciated.    FYI we intend to use opportunity created, opportunity stage changes to 'Sale Recorded' and opportunity stage changes to 'Sale Complete' as conversions. We use Sales Cloud (we don't have Account Engagement or Marketing Cloud).    Thanks!     

 

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

3 answers
  1. Dom Dain
    Aug 27, 7:30 PM

     I’d keep the GCLID history tied to the lead/contact and carry the relevant one to the Opportunity. For multiple clicks, keeping the history can make attribution much easier later. 

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Sadaf Zuberi
Aug 26, 3:34 PM
Hello, I am exploring Salesforce as a CRM for our charity. I would like some guidance on how to go about that.
1 answer
  1. Kundan Kumar Jha (Infosys)
    Aug 27, 4:16 PM

    Hey Sadaf, 

     

    Great starting point, here's the practical path for a charity: 

     

    1. Check eligibility and apply for the Power of Us Program: eligible 501(c)(3)/nonprofit organizations get 10 free Enterprise Edition user licenses. You'll need proof of nonprofit status (like your IRS determination letter or country equivalent). Approval typically takes a couple of weeks, you can start a 30-day free trial in the meantime. 

     

    2. Choose your product path: two real options exist today, Nonprofit Success Pack (NPSP), the free, long-standing managed package built on top of standard Salesforce (donor/donation/campaign tracking, Household/Contact model), still supported but no longer getting new features, or Nonprofit Cloud, Salesforce's newer purpose-built product with native AI (Agentforce) and built-in grant/program/volunteer management, this is where active development is happening now. 

     

    3. Learn the fundamentals on Trailhead before committing to configuration, look for the "Explore Nonprofit Success Pack" or Nonprofit Cloud trails, they'll walk through the donor/household data model so you understand the structure before loading real data. 

     

    4. Decide if you need a partner: for straightforward setup (small team, standard donor tracking), you may be fine self-configuring using Trailhead. If you're migrating existing donor data from spreadsheets or another CRM, need grant reporting structured per funder, or want integrations (payment processors, email tools), a certified Salesforce nonprofit consultant is usually worth it, often at discounted nonprofit rates through partners in the ecosystem. 

     

    Given you're just starting out, I'd apply for Power of Us first (that's your biggest cost saver), and use the 30-day trial period to explore Trailhead modules while waiting on approval. 

     

    Reference:

    https://www.salesforce.org/power-of-us/

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Bhavin Patel (Community Experience Manager at Salesforce) posted in Communications & Readiness Connect
Aug 26, 2:48 PM

πŸŽ‰ Big shoutout to our incredible Forum Ambassador, @Manoj Nambirajan for an awesome deep dive on "Send Opportunity Notification for Specific Stage Movements"!πŸ“˜ Check out the article here >> https://help.salesforce.com/s/articleView?id=005393369&type=1 

 

πŸ” Found it helpful? Have thoughts to share?

 Let us know by clicking the "Yes" or "No"  button at the bottom of the articleβ€”your feedback helps us improve!πŸŽ‰ Big shoutout to our incredible Forum Ambassador, for an awesome deep dive on> πŸ” Found it helpful?" style="display: block;" /> #Flow

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