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

Bruce Ackerman

We just started with Essentials and have 4 users to start. Can anyone recommend a consultant that we could contract with? Thank you in advance. More

2 days ago · 3 comments · 0 likes

Terry O'Prey

Where does one setup sales quota or sales activity quota? Like calls made goal, or emails sent goal, etc. More

3 days ago · 2 comments · 0 likes

Steve Moyes

Relatively new to Salesforce. Is it possible to import a spreadsheet, not to update fields, but for the purpose of making a report that could feed a dashboard. Basically a list (hundreds) of potential clients and whether we've made contact with them, etc. Thanks for your help, Steve More

3 days ago · 4 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 @Dhana Shekar @Lisa Courtney Lloyd @John Cipollone @Jonathan Miri @Wachara Nouwarat @Parham Nassiri @Daniel Covell @Lauren Dewald @Amanda Kessler @Jamie Lasher @Debjyoti Rakshit @Julia La Ronde @Victor So @Sandra Lester @Bryan Baggett @Artha Hewacottege @Heidi Miller @Luke E More

4 days ago · 2 comments · 1 likes

Edward Grunenwald

Not new to SF, but my first time as admin. I am not an IT pro....definitely not. Is there a way to import data from my personal SF account into the new company account? More

5 days ago · 1 comments · 0 likes

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