Trailblazer Community

Salesforce Essentials

Welcome to the Customer Success Ohana! This group is dedicated to your success with Salesforce Essentials, a solution designed for growing businesses: it's out-of-the-box and simple to set up so you can get started fast and grow even faster. Join the conversation here to ask questions, get answers, stay updated and share experiences.

Join the Conversation

Recent Posts

Shaifali Bhatnagar

Hello, I am new to this group and looking forward to get more info about Salesforce Essential. Currently I voulnteer myself to help small business to set up their Salesforce Essential Org. Any suggestions are welcome regarding set up. More

2 days ago · 0 comments · 0 likes

Shana Wilson

✨ 📣 Koa's Friday Round Up [Essentials Community Weekly Recap] July 31, 2020 📣✨ QUICK TIP: Always open your weekly digest email on Monday mornings – it's one of the best ways to get quick access to everything you may have missed this week. 📝 🔺 JOIN OUR EXPERTS LIVE NEXT WEEK 🔺 ************************************************ Join one of our LIVE Hands-On Workshop sessions - held Monday through Thursday each week. ALSO, CHECK OUT OUR NEW SETUP TUTORIAL VIDEOS! In under 10 minutes you can learn about and setup many of the most used features within Essentials. They tools will help you cut down on tedious tasks and grow your business even faster. New videos posted each month, so be sure to check back soon! Click this link to Register or watch our Setup Videos: http://bit.ly/HOWcommunityresources 🔷 🔷 WE WANT TO MEET YOU 🔷 🔷 ************************************************ < Let us see your face > Click on your name at the top right and add a headshot to your Profile < We want you to network > Within your profile you can add information like your Company name and the city you live so you can all learn about each other & connect with other Small Businesses. < Share your Essentials Journey > Don't forget that this community is made for all of YOU! Please feel to post more than just questions. Introduce yourself, tell us about how you learned about Essentials, and where you are in your business Journey! 😎 ---- MAKE IT OFFICIAL TODAY ---- ************************************************ Want to get weekly Community recap emails and details right to your Inbox? Be sure you click the green +Join button at the top right of this page right away! 👉 Don't forget to check back each week for Koa's Round Up of all things Essentials! See you next Friday, ❤️ The Essentials Success Team More

3 days ago · 0 comments · 0 likes

Leonard Lafrance

I used to have email and call buttons but now I just have a chatter box -- how do I get back to what I had? More

5 days ago · 3 comments · 0 likes

Gene Teglovic

Hi all, Just converted my trial Essentials org to a paid version. At the final step of the Einstein Activity Capture setup for gmail, I get "Hmm, that didn't work. Please try again in a bit." Tried again in a bit. And again in a bit. No love. Pretty sure I've set everything up correctly re: permission set "Inbox with Activity Capture" assigned to my user, as well as setting up Gmail Integration and Lightning Sync prior. I have a feeling this is headed for a support case, perhaps a feature not yet activated in the org, but thought I'd ask - has anyone seen this or know if it colud be related to something else that needs to be set up I may have missed? I searched on the error and found an old issue related to this for sandboxes, which said it was fixed in a prior release. Thanks in advance! More

5 days ago · 2 comments · 1 likes

April Needham

Looking for a Salesforce consultant for help with Essentials. More

5 days ago · 4 comments · 1 likes

Talking About...

Salesforce · Salesforce Essentials · Essentials-Tips · Email · Leads · Essentials · Custom Fields · Report · Import · Campaign