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

Lyric Vids

Hi all, Have been using Sales Force for 3 months or so - first post in Trailblazer. I am wondering, am I able to pull month by month sales totals to be able to map my revenue through the year? I've found the Q 1, 2, 3, 4 - but thought that monthly sales totals would be helpful. I'm new to the creating report functionality, but beginning to learn how to use this functionality. Thanks! Anthony More

3 days ago · 0 comments · 0 likes

Bernard Christmas

Greetings, Newbie here, I am having problems logging into SF Essentials, the login page just flies by and there is no opportunity to input user name/password. Any help would be greatly appreciated. Thanks, Bernard More

3 days ago · 1 comments · 0 likes

salvador garcia

Hola. Estoy tratando de ver y contestar mensajes (inbox Message) desde los casos recibidos de Facebook en Chatter pero de entrada en la versión lightning no me muestras los mensajes enviados pero en la versión classic, si los puedo ver. alguna sugerencia? More

4 days ago · 0 comments · 0 likes

Mele Pauli

⚡⚡⚡ 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) Join us on WEDNESDAY to 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. 3) And THURSDAY is a jam-packed day with our last SEPTEMBER EXCLUSIVE workshop on Staying on Track with Tasks and Getting Started with Service (occurs monthly) sessions! SIGN UP FOR THESE SESSIONS WITH THE LINK BELOW! 🔺🔺🔺 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

Jeff Reichard

We are a small company just getting started with Salesforce. We sell through distributors (our product gets shipped directly to the end customers location) and also direct to customers. What is best practice for setting up accounts to reflect these different channels. More

10 days ago · 1 comments · 1 likes

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