Get Started with Salesforce Anywhere

Welcome to Get Started with Salesforce Anywhere, a learning journey to get teams deployed quickly and efficiently. Follow the 3 steps below to ensure overall success!

Step 1: Get Started with Salesforce Anywhere Live Session

Join a Salesforce Anywhere product expert to get real time use case and best practice recommendations.

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Can’t make the live session? The recording will always be posted here the day after for on-demand viewing.

Step 2: Meet with a Salesforce Anywhere Deployment Manager

You’re now ready to apply your knowledge and partner with a deployment specialist to create a customized kick-off plan tailored to your team’s needs.

Sign up here to schedule your deployment kickoff

Step 3: Ongoing Resources

Congratulations! Your deployment plan is in motion and we are right here with you to ensure your success. The following series of resources are curated to provide continued success.

Additional Sessions

Salesforce Anywhere Academy

Designed for Salesforce Admins, the free Salesforce Anywhere Academy combines small-group virtual training, Trailhead challenges, and hands-on activities you can do from home. This session will dig into the specifics of automation and use cases and will connect you with other Salesforce Admin in deployment.

Register for the June 22nd session

Office Hours: Ask a Salesforce Anywhere Expert

Chat directly with a Salesforce Anywhere product expert. This session is dedicated to answering questions, sharing best practices, and offering additional resources. Join us as often as you need, we hold these bi-weekly.

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Salesforce Anywhere Circles of Success: 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.

Register for the June 10th session

Learning Resources

Salesforce Anywhere Admins Learning Path

This video learning path is designed to guide Admin through the successful implementation and deployment of Salesforce Anywhere. Watch them all or choose one that focuses on the task at hand, it’s up to you!

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Salesforce Anywhere Automation Instructions and Videos

The Salesforce Anywhere Automation videos were crafted to help admins bring critical automation into their organizations. Watch previews of automation and then follow the detailed instructions to set it up for your team

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Salesforce Anywhere Training Hub

Salesforce Anywhere Training Hub is your home for learning content. Strengthen your skills with videos, webinars, live Q&A, and more.

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Get your questions answered

Join the Salesforce Anywhere Community

The Salesforce Anywhere Community is a great place to learn from your peers, ask questions, and share what you learn through your deployment.

Join here!

Help.Salesforce

Help.Salesforce is where you can find knowledge articles, technical documentation, and submit support tickets.

Visit help.salesforce