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

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 @ANA HOEPFNER @Ariana Dimock @Brevin Hill @Denelle Smugala @Scott Kaplan @Bill Steinmeyer @Edward Hunt @Scott Carter @Olumese Azeta @Carey Kinsolving @Glenn Schuster @kisung park @Jessie Phillips @April Needham @Billy Colston @Marek Glowacki (PL) @Brett Huntley @Priyanka Sinha @Liz Mensah @Raj Lal @Jaime Duque @Bharathi Balakrishnan @Syed Muzaffar Hussain @Kannadhasan R More

1 day ago · 1 comments · 2 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 our: - Office Hours session, bring your questions and join our experts for a 30 minute Q&A session - Ready to import your data? Register for our Importing You Contacts session and learn how to use the Data Import Wizard 3) And THURSDAY is where you can learn about sending Mass Emails! This session will give you a jump start getting everything set up for to send out emails right away. 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

1 day ago · 0 comments · 0 likes

Thomas Reynolds

is it possible to print a service ticket? More

1 day ago · 0 comments · 0 likes

Jacky Vercoulen

Hi all, As a Trailblazer you should know it for sure. Currently there is no option to relate relate event to lead and campaign. Is there a workaround, or a set up that we should know about? If not, I will search for the idea. Looking forward to hearing from you More

2 days ago · 2 comments · 0 likes

Burak Gunay

I am filling out the Shipping Address texboxes of an Account object. When I tab from one textbox to the next, the last letter of the text I just put in gets deleted. Ex; when I tab from Shipping City to Shipping State, "Toronto" becomes "Toront" This only happens on one my trailhead orgs and not the others. On the trailhead org with this issue, I have disabled all the processes and flows, and the Account object has no Validation Rules or Triggers. These shouldn't matter anyway since they are getting executed on the server right? What process could be capturing the Tab on the client side and erasing the last letter? More

3 days ago · 0 comments · 0 likes

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