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

Jacob Okwir

I have found that Salesforce is easier than I had earlier imagined. Thank you very much to those who have devoted time to it so that we can learn. More

2 hours ago · 0 comments · 0 likes

Mele Pauli

✨ ATTENTION Salesforce Essentials Community Members! ✨ WE WANT TO HEAR FROM YOU! Our Salesforce Essentials Product Team is always looking for ways to enhance the platform for all of YOU, our customers! If you have a few moments throughout your day today or sometime this later this week, we would love to hear your thoughts. This week, we want to hear about your experience using Essentials for your business. 👉 Do you have any product feedback on Salesforce Essentials features? What do you like, and what could be improved? 👈 Please feel free to share your responses in the comments below or message me directly! More

11 hours ago · 2 comments · 0 likes

Will McCarthy

Hey Trailblazer Crew! I'm going to do my best at describing what I'm trying to accomplish, so bear with me! My boss needs a better way of keeping up with contacting new leads and has enlisted me to help. He sent over some templates he uses to respond to certain scenarios as well as some attachments to send along as well. My question: is there a way I can send an email on his behalf from my profile? Ideally, when a lead responds to a message, it would be sent to his email and not mine or the generic org wide email we have on hand. Is this possible? Or would I have to send these messages through an org wide email address with his email address located in the body of the message? As always, thanks for the help! Will More

2 days ago · 3 comments · 0 likes

Shana Wilson

⚡⚡⚡ Essentials More to Explore Monday ⚡⚡⚡ Join our Essentials Experts this week for LIVE Hands-On learning! Interested in getting Hands-On help to setup your Essentials Organization? Register for one of our Salesforce Essentials Hands-On Workshops (HOW) sessions this week! On the schedule this week: 1) This week TUESDAY is all about Getting Started with Sales features and setting up your Organization 2) We can't wait to join you WEDNESDAY for importing your data! Join us to learn how to use the Data Import Wizard to get your important business data into your Essentials Organization. 3) And THURSDAY is our Office Hours session, bring your questions and join our experts for a LIVE 30 minute Q&A session on any Essentials topic or question that you have. This is your time to connect with us! WE CAN'T WAIT FOR YOU TO JOIN US! 🔺🔺🔺 NEW SETUP TUTORIAL VIDEOS 🔺🔺🔺 Have 10 minutes between meetings? Or 5 minutes before your next customer call? Check out the newest Setup Tutorial videos on our Workshops Website! You can quickly learn about new features and set them up by following along. New topics are posted each month, so be sure to bookmark the link and check back soon 😎 👉 If you have any topics that you'd like to see in an upcoming video, leave us a comment below. More

2 days ago · 0 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 @Tiffany Spencer @Darren Long @Philip Ivey @Carla Mendez @Ryan Walsh @Christina Harte @Robert Perry @Cameron Hale @Quin Raderstorf @Bria Moss-Wilkerson @Janet Moore @Mary Aue @Kevin Green @Mills Hawkins @Frank Ambrose @Marni Chagala @Rebecca Li @Devron Lockett @Steve Friedman @Michael Carpenter @Sandra Kruger @Janani Ayyanar @Shelby Riphagen @Alona Khoroshylova More

2 days ago · 1 comments · 0 likes

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