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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

Weā€™re happy to share Winter ā€˜27 Release resources! šŸ©µ 

 

 

šŸšØ BONUS: Get ready for FeatureFest at Dreamforce! šŸšØ Discover whatā€™s new in the Winter ā€™27 release, get personalized feature recommendations, connect with experts, earn exclusive swag, and leave ready to get more from Salesforce ā€“ all in one exciting Dreamforce experience. Stay tuned ā€“ weā€™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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Alvaro Mattos (Managing Partner at Sottama Tecnologia Ltda)
Sep 8, 12:22 PM

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 at 360 Cloud Solution) asked in #Sales Cloud
Jun 18, 7:08 AM
Opportunity ā†’ Quotes Scenario: When a Quote is approved, automatically mark it as the Primary Quote and uncheck all other Quotes. Questions: ā€¢ How do you update multiple child records? ā€¢ How do you avoid recursive updates?

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

 

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

2 answers
  1. Deepak Sharma (Cloud Solution)
    Sep 7, 5:58 PM

    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 ā†’ Scheduled Path (30 Days Before End Date) ā†’ Duplicate Check ā†’ Create Renewal Opportunity ā†’ 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 at Salesforce) posted in * Release Readiness Trailblazers *
Sep 2, 6:52 PM

FeatureFest is coming BACK to Dreamforce for its second year!  

 

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

šŸŽ¤ See whatā€™s new in action with live demos 

šŸ“ŗ Join Release Readiness Live sessions throughout the day 

šŸŽ Grab exclusive swag (and some snacks!) 

 

šŸ“ Moscone West, Level 2 

 

Come see whatā€™s new. Find your next favorite feature. Get ready for whatā€™s next.FeatureFest is coming BACK to Dreamforce for its second year! āœØ Take a personalized feature match quiz and discover innovations tailored to your needs šŸŽ¤ See whatā€™s new in action with live demos šŸ“ŗ Jo

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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 ā†’ My Success Plans ā†’ Expert Coaching ā†’ 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

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

 

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

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

 

 

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

šŸš€ Salesforce Winter ā€™27: TOP New Features for Developers & LWC!

Salesforce Winter ā€™27 is bringing some exciting updates for Salesforce Developers and Lightning Web Components (LWC). šŸ”„

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

šŸ’» New developer capabilities 

āš” Lightning Web Components (LWC) improvements 

šŸ”Œ API & platform enhancements 

šŸš€ Performance and scalability updates 

šŸ” Security & governance improvements 

šŸ› ļø 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!

šŸŽ„ Watch the video:

 

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

šŸ“ŗ Subscribe to Salesforce Hunt:

 

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

 

šŸš€ Salesforce Winter ā€™27: TOP New Features for Developers & LWC!Salesforce Winter ā€™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

šŸš€ Salesforce Winter ā€™27: Exciting New Features for Flow Builders! āš”

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

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

šŸ”¹ 1. Improved Flow Builder Experience

 

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

šŸ”¹ 2. Better Flow Debugging & Troubleshooting

šŸž 

New improvements make it easier to understand whatā€™s happening during flow execution and identify issues faster.

šŸ”¹ 3. Enhanced Flow Performance

āš” 

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

šŸ”¹ 4. More Powerful Flow Logic

šŸ§  

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

šŸ”¹ 5. Improved Flow Management

 

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

šŸ’” 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.

šŸ‘‰ If you're working with Salesforce Flow, Winter ā€™27 is definitely a release worth exploring.

Which Winter ā€™27 Flow feature are you most excited about? šŸ‘‡ 

 

šŸŽ„

Want to see these features in action?

Iā€™ve covered the Salesforce Winter ā€™27 Flow features in this video:

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

 

šŸš€ Salesforce Winter ā€™27: Exciting New Features for Flow Builders! āš”Salesforce Winter ā€™27 is bringing some great improvements to Flow ā€” 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

     Iā€™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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