Discussion: Salesforce Anywhere Circles of Success

Circles of Success isn’t your typical training. It’s a space for you to come discuss, learn and share your team’s successes, questions, and best practices with other Salesforce Anywhere enthusiasts.

Facilitated by a Salesforce Anywhere Education team member, and a Salesforce Anywhere Champion, this is a great environment for all experience levels - whether you’re starting your learning journey and want initial guidance, or you’ve had success already and want to share.

Circles of Success will return in Fall 2021!

Sit tight - we’re working on updating these sessions and making them even more effective, relevant, and engaging.

Want to stay in the loop? Add your name to the waitlist, and we’ll reach out when we’re back.

Account Planning with Salesforce Anywhere

In this session, we discuss what Account Planning looks like with Salesforce Anywhere. From effective strategies, to suggested document elements and live apps, we’ll walk through what aspects have made customers successful using Salesforce Anywhere.

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Template Best Practices for Salesforce Anywhere

In this session, we’re going to focus on Templates in Salesforce Anywhere. We’ll discuss the most common and effective templates we’ve seen from customers, including special use cases and impactful live apps.

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Best Practices for Salesforce Anywhere Process Automation

In this session, we focus on process Automation in Salesforce Anywhere. We’ll discuss the most common and effective automated processes we’ve seen customers build, and hear best practices from our Champion.

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