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

Shana Wilson

✨ 📣 Koa's Friday Round Up [Essentials Community Weekly Recap] September 20th, 2019 📣✨ QUICK TIP: Always open your weekly digest email on Monday mornings – it's one of the best ways to get quick access to everything you may have missed this week. 📝 👕👕 FREE ESSENTIALS T-SHIRT'S 👕👕 ************************************************ Get a FREE t-shirt AND set up your Essentials Organizations? It's a win-win. Attend two or more of our live, online Essentials Hands-on Workshops to qualify*. Click this link to register for a Hands-On Session: https://bit.ly/2L0oXKr 👉 BECOME AN OFFICIAL COMMUNITY MEMBER ************************************************ Want to get weekly Community recap emails and details right to your Inbox? Be sure you click the green +Join button at the very top right of this page. >>> WEEKLY TIP WEDNESDAY <<< ************************************************ - This week our Wednesday Tip was all about using Task Management to grow your Business! - Is your team struggling to close their deals without a sales process? Do you have a structured cycle to progress open pipeline? Or do you have a list of outstanding deals? Use the Setup Assistant on the home page of Essentials to quickly customize your teams sales process to more efficiently close business. 🙂 - Click the link below to learn more today: http://pages.mail.salesforce.com/gettingstarted/essentials/sales-process-setup/ 👉 Don't forget to check back each week for Koa's Round Up of all things Essentials! For those who may be new around here, Koa is our friendly 'mascot' for Essentials and helps us represent our Small Businesses here at Salesforce. You'll start seeing a lot more of him around here soon (see below for a picture of him hanging out this weekend). See you next Friday ♥️ The Essentials Success Team More

1 day ago · 0 comments · 0 likes

Christina Keohane

💥 Essentials Weekly Tip Wednesday: Setup your Sales Process from the home page💥 Is your team struggling to close their deals without a sales process? Do you have a structured cycle to progress open pipeline? Or do you have a list of outstanding deals? Use the Setup Assistant on the home page of Essentials to quickly customize your teams sales process to more efficiently close business. Salesforce Essentials help admins easily customize the Lead and Opportunity sales stages by clicking on step 2, “Set Up Your Team’s Sales Process”, on the Home page Setup Assistant. You can do even more customization to map Leads and Opportunities to your sales process in order to track your deals from prospecting to close. As you walk through the Setup Assistant, keep in mind that after creating your sales process you can continue to setup your Essentials org with the additional steps. The seven items in the Setup Assistant are designed to help you get started on Essentials quickly and seamlessly to help your team begin using the platform. To learn more about creating your sales path, check out this Help Article below! More

4 days ago · 0 comments · 1 likes

Ruth Fisher

Hi! I've gone through our Contacts and Accounts adding a note ('sent vatalog 2019') is there a way to filter contacts/ accounts by notes? I saw a similar question was asked in 2012 (the answer was that notes and attachments couldn't be included in filter fields) and was wondering if there was a known update/ solution people had? Thanks in advance! More

4 days ago · 1 comments · 0 likes

Casey Manderscheid

I have administrator access to Salesforce. A mass email (500+) was sent out by a colleague. When she goes into the individual contacts she doesn't see the email listed under "Activity" but I do. Is there a reason? Is there a way to make her see this without needing to change her to an admin? More

4 days ago · 2 comments · 0 likes

Kay Pfeiffer

We just migrated our data from Salesforce IQ to Cloud. The HOME page lists the number of opportunities transferred, but no data is found. The opportunities tab does not display either in Cloud. Is there a next step video/link that needs to be done to make the migrated data appear or a number we can call to speak with someone? More

4 days ago · 1 comments · 0 likes

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