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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

lorraine smith Perine

Good Evening, How do I delete The person that 1st demonstrated to me Sales force her info is on my profile. I wanted to send email to my client and her name is there. More

28 minutes ago · 0 comments · 0 likes

Hannah Cresswell

I'm trying to import a csv file into leads but errors are still coming up regarding the name fields. I would rather the first name and last name had separate fields, but looks like that's not possible? Please could someone help me with this. More

12 hours ago · 1 comments · 0 likes

Shana Wilson

💥 Essentials Weekly Tip Wednesday: Setting up Lead Mapping 💥 Lead Conversion is a fantastic feature for taking your Leads to the next level and ultimately closing deals. Have you found that your Custom Lead Fields are not transferring over to the Account, Contact, and Opportunity? Do you find yourself re-entering this information every time? Save time from tedious data entry by setting up Lead Mapping today! As you know, many of the Standard fields from the Lead will carry over to the Target Object when you click the Convert button. Lead Mapping comes in handy when you need to transfer that important Custom Lead Field information to the new records as well. The first step is to simply replicate your Lead Custom Fields in the Account, Contact, and/or Opportunity Object. The second step is to set up the mapping from the Fields & Relationships under the Lead Object (in Object Manager). And that's it! 👉 Check out this Help Article below for the steps to Set Up Lead Mapping in your organization today! More

1 day ago · 0 comments · 0 likes

Fabio Portillo

I'm a realtor, I'd like to know if there is a way to track what's being spent on each transaction also track my commission and be able to see profit and loss? More

1 day ago · 2 comments · 0 likes

Brevin Hill

Is there a way to connect tasks with opportunities so that tasks will appear in your opportunity tab and will simultaneously update in both opportunity and task tabs? More

1 day ago · 2 comments · 0 likes

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