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.

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Recent Posts

Jerome Schumacher

in SF Essentials, how could I edit complete users profiles and permission instead of a very limited window? More

6 hours ago · 1 comments · 0 likes

Shana Wilson

🎉 🎉 🎉 W E L C O M E 🎉 🎉 🎉 Sending out a HUGE WELCOME to our newest Essentials Community members! Thank you for being part of our Essentials Ohana! ❤️ Please feel free to ask questions, answer other customer questions, network with Small Business owners just like you, or share a story about your journey with Essentials using this Community forum. This is a safe space for all of our members and we're so excited to have you here with us. We look forward to connecting with you soon! WELCOME @Kraemer Pinheiro @Michel Rigatti @Simeon Sanchez @Mark Hallam @Freddie CS Marketing @Balachandar Mohan @Daniel Mulkey @Scott Bandy @Aravind Kumar Manthripragada @ashutosh joshi @Sami Shahid Al Islam @Aliana López de Victoria @Allin Patterson @Russell Jamieson @Chris Cooke @Serhii Shulha @Raosaheb Shinde @salvatore saia @Arjun Kumar Sahu @Zach Stoia More

17 hours ago · 0 comments · 0 likes

Shana Wilson

⚡⚡⚡ Essentials More to Explore Monday ⚡⚡⚡ Our APRIL EXCLUSIVE Workshop session is open for registration! '5 Easy Customizations' is available in April only. Learn 5 easy and effective customizations for Essentials that will enhance your experience. We'll explore customizing fields, list views, navigation, sales path, and your email signature. CLICK THE LINK BELOW TO REGISTER TODAY! 🔺 And don't forget to check out our amazing Essentials Video Library 🔺 From our On Demand Hands-On Workshops to a plethora of Setup Tutorial Videos, you can learn anything from how to get started on day 1 with your Essentials Trial, to leveraging advanced Reporting options, and even adding new Users and learning about third-party Product Integrations. Be sure to bookmark the link today 😎 👉 If you have any questions please feel free to leave us a comment below. More

18 hours ago · 0 comments · 0 likes

Garrett Condos

I am having issues with the Set Task Reminder tab when creating a new task. The "reminder set" checkbox is selected. Then I input the date and time. Where I am having issues is getting it to send the email alert at that specific time that I choose. I can get it to send the email immediately after creating the task but cant get it to send and the date/time i select. Please help More

21 hours ago · 2 comments · 0 likes

Christian Bauerschmidt

I cant find "Vertriebsprozess" in my Essential Classic-Version? How can I implement this feature? (see attached files) thanks Christian More

4 days ago · 4 comments · 0 likes

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Salesforce · Salesforce Essentials · Contacts · Essentials · Leads · Email · Account · Essentials Community Weekly · Einstein · Custom Fields