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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

Shana Wilson

💥 Essentials Weekly Tip Wednesday: Creating Auto-Response Emails 💥 Ready to reply instantly to each and every customer that reaches out to your company? Don't worry, you don't have to hire an army of Customer Support Teammates, you can use the Auto-Response feature in your Essentials Organization! Auto-response rules let you automatically send email responses to new Leads or when customers submit support cases. For example, you can send an automatic reply to customers to let them know someone at your company received their inquiry and will get back to them as soon as possible. 👉 To learn more about Auto-Response Rules, check out this Essentials Video below! More

5 days ago · 0 comments · 1 likes

Adam Rahrer

Hi, when I run a report and specify quarter, it shows FY2020 (fiscal year) when it is actually CY (calendar year). Any ideas how to change how that is shown? Even if it was CY that would be fine. More

5 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 @Flavius Mihaies @Madhu Chatterji @Pierre Shaheen @Irmaliz Perez @Carol Shepard @Arif Rizvi @Derek Sewell @Michael Hartrich @Sid Siddiqui @Thane Thompson @Yana Yalanouzian @Jessica Andrus @Kevin Lynch @Sean Hess @Tim Berg @Foster Smith @Hichem Messaoudi @Brad Taman @Tami Power @Darrell Devaul @Mel Smith @Viji Thangavelu @Nick Chambers @Nagulini Siva More

7 days ago · 4 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 our Getting Started with Sales 2) Join us WEDNESDAY for our amazing Data Import session to help you get a jump start on using your Organization 2) And THURSDAY is our Live Office Hours time slot, join in and ask your questions directly to our Essentials experts 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

7 days ago · 0 comments · 0 likes

Danielle Suess

Hello! Im new to Salesforce and used a previous CRM system. I attempted to import the accounts and contacts into Salesforce but they all showed up as individual accounts. Is there a way to merge the contacts into the account so they are all connected? Ive attached a screenshot of how it appears on the all accounts page More

7 days ago · 2 comments · 0 likes

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