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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

Meet the 2026 Customer Success Award winners: Tottenham Hotspur, The Grout Guy, and Sammons Financial Group.Meet the 2026 Customer Success Award winners: Tottenham Hotspur, The Grout Guy, and Sammons Financial Group.

 

They tackled very different challenges, but their transformations followed the same blueprint:

✅ Start with the right problem

✅ Build the right foundation

✅ Bring the right people together

 

The results? Faster fan support, work orders in minutes instead of days, and 13,000+ policy calls handled in just six months.

 

Read the Newsroom article to see what they learned — and how you can apply the same approach to your own AI transformation. 

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Permite el acceso a secretos de consumidor de la aplicación cliente externa a través de la API de metadatos

 

 

Utilice aplicaciones conectadas para integrar aplicaciones externas con Salesforce a través de las API y protocolos estándar, como SAML, OAuth y OpenID.

1 answer
  1. Sep 28, 8:21 AM

    Hola Erick,

    Si estás intentando configurar una API para realizar búsquedas externas en Salesforce, esos dos puntos corresponden a configuraciones de Connected Apps y acceso a credenciales/secrets. 

     

    Para una integración externa, primero define el tipo de autenticación que necesitas (OAuth, JWT, etc.) y crea/configura una Connected App con los scopes necesarios. La opción de permitir el acceso a los secretos del consumidor mediante Metadata API solo es necesaria si realmente vas a administrar esos secretos mediante Metadata API. 

     

    Si compartes qué API externa quieres consultar y desde dónde se hará la llamada (Apex, Postman, middleware, etc.), podemos indicar exactamente qué configuración necesitas.

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We’re officially in the home stretch: Trailblazer Bootcamp is just 3 days away! ⏱️ Experience vs. slides: which one is your frontrunner?

 

We’re officially in the home stretch: #DF26 Trailblazer Bootcamp is just 3 days away! ⏱️ 

 

Experience vs. slides: which one is your frontrunner? 🥇 Join instructor Christian Zapla for the Administrator bootcamp on September 12-14 and learn fundamental Salesforce admin skills that are bound to make the podium. 

 

Place your bets: 

https://sfdc.co/DF26TrailblazerBootcamp

  

#TrailblazerTrackMeets

 

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

1 comment
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Mainly we would like to understand if we can use one of our sandboxes for that are we have to use some special trial sandbox for this. Main purpose is to do some early tests what functionality is supported and what are potential problems so we can estimate the amount of work more precisely and plan in the next year's budget. Would be thankful for any information on this topic =) 

1 answer
  1. Sep 17, 2:11 PM

    Hi Krisjanis,

    For a Vlocity/Communications Cloud migration POC, I would first confirm the specific Salesforce product/version and migration path applicable to your org, since the available migration tooling and supported approach can vary. 

     

    For the POC, a sandbox can be useful for testing, but I would avoid assuming that an existing sandbox can simply be converted to the target Communications Cloud setup. Check with your Salesforce Account Executive/Architect or Salesforce Support about the supported sandbox/trial provisioning options for your org.

    For early assessment, I'd focus on:

    • Which Vlocity/Industries packages and features you currently use.
    • Data model and customizations that depend on Vlocity objects.
    • OmniStudio components, integrations, and custom Apex/LWC.
    • Product Catalog/CPQ configuration and pricing rules.
    • Data migration and integration dependencies.
    • Features that have a direct supported migration path versus those requiring redesign.
    • Performance and regression testing in a representative lower environment.

    I'd also recommend doing an inventory of your current Vlocity metadata and integrations before starting the POC. That will give you a much better estimate of the migration effort and potential gaps. 

     

    If you can share which Vlocity clouds/modules you're currently using (for example, Communications, CPQ, Order Management, etc.), I can suggest a more targeted POC checklist.

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Hi! We have several crawling issues on the staging environment. We tried to crawl with the software Screaming Frog in text mode and javascript mode but in both cases we can't crawl products and several subcategories. If We disable javascript we don't get the product grid, is generated on client side, and We saw that a grid with several products is hidden by CSS display none. We don't have links to pagination URLs, it's infinite scroll, then the crawler can't reach all the products. Is all of this a default conditions in Salesforce or may be our staging environment has been modified?

Thanks.

1 answer
  1. Sep 14, 4:47 PM

    Hi Carlos! Could you please provide more details about the staging environment, including the Salesforce product/platform and the site or storefront configuration being used? It would also be helpful to know whether the product grid and infinite scroll behave the same way in the production environment. If possible, please share the relevant URLs and any crawler errors or screenshots. This information will help determine whether the behavior is expected or caused by a customization. If the issue persists after reviewing the configuration, please create a case with Salesforce Support. 

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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 

2 comments
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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

2 comments
  1. Sep 9, 5:46 AM

    Congratulations to the Salesforce Customer Success team! 🎉 

     

    Another strong quarter and another great recognition from G2. Consistently maintaining top rankings shows the team’s commitment to customer success and continuous improvement.  

     

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In terms, three days is a marathon, not a sprint! 💨 But as Administrator bootcamp instructor Darren Hendrick knows all too well, those three days can be nothing short of transformational.

 

In #DF26 terms, three days is a marathon, not a sprint! 💨

 

But as Administrator bootcamp instructor Darren Hendrick knows all too well, those three days can be nothing short of transformational. Join him on September 12-14 and learn fundamental Salesforce admin skills so you can hit the ground running. 🏃

 

Set the pace: https://sfdc.co/DF26TrailblazerBootcamp 

 

#TrailblazerTrackMeets

 

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

1 comment
  1. Sep 9, 5:31 AM

     Three days can definitely be a marathon, but the impact can last much longer! 🚀 Administrator bootcamps are a great way to build strong Salesforce fundamentals through focused, hands-on learning. Excited to see the transformations this session brings! 

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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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