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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

Rodrigo Fernandes

Hello everyone, As we know the Essentials doesn't have the Product object to manager products and relate them in opportunities. Do someone have any suggestion about how to map/relate a product in an Opportunity record to be possible to generate Reports and Dashboard based on it? Thank you, More

18 hours ago · 1 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) MONDAY is our Office Hours session, bring your questions and join our experts for a 30 minute Q&A session 2) This week TUESDAY is all about Getting Started with Sales features and setting up your Organization 3) And THURSDAY is where you can learn about Syncing your Emails with Essentials, and our amazing Reports & Dashboards session where you will customize a Report with us live! 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

19 hours ago · 0 comments · 0 likes

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

6 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

6 days ago · 3 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

8 days ago · 4 comments · 0 likes

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Salesforce · Salesforce Essentials · Essentials-Tips · Email · Custom Fields · Leads · Essentials · Help Center · Report · Import