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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

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

3 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

6 days ago · 1 comments · 1 likes

James Donnelly

Hi all, Do we have a meeting confirmation when we send out emails? Thank you More

8 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) We can't wait to join you WEDNESDAY for importing your data! Join us to learn how to use the Data Import Wizard to get your important contact data into your Essentials Organization. 3) And THURSDAY is our Reports & Dashboards deep dive and live Office Hours Q&A for you to connect with our 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

10 days ago · 0 comments · 1 likes

Laurie Goehlen

I frequently use the data loader, but have run into an issue. I am working with checkbox fields, and my data for a checked checkbox = TRUE. However it's not working and the error message says ' value not of required type'. What am I doing wrong? More

10 days ago · 1 comments · 0 likes

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