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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 Weekly Tip Wednesday: Renaming Tabs and Labels💥 Are you finding that the tabs in your navigation bar don't quite match your company's jargon? Do you want to change the labels for standard fields? You can personalize your experience by renaming standard Objects, Tabs, and Fields in Setup today! With Essentials, you have many opportunities to customize and personalize your experience. The Object names, tabs in your navigation bar, and standard fields are no exception to this! For example, if you track Accounts as "Companies" or Opportunities as "Deals," you can bring your terminology into Essentials through a setting within Setup called Rename Tabs and Labels. After saving your changes, you can see your preferred terminology reflected on every page where the label or Object name is referenced. It's that easy! 👉 To learn more about Renaming Tabs and Labels, check out this Help Article below! More

18 hours ago · 0 comments · 1 likes

Eric Jacques

Hi Everyone, I am trying to change my outgoing phone number to a local area code. I am still using the free trial, but I can't seem to out how to do this. Also any feedback on making calls through Salesforce would be appreciated. Thank you all so much! More

21 hours 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 @Jerry Sullivan @Mark Stevens @Emmanuel Ivwighre @Sandy Rochelle @Mark Mellone @Keefe Halim @Yvette Fetterly @Ujjwal Dubey @Carter Cathey @Rupal Panchal @Courtney Folkerts @Bindu Sobhanan @Miles Collier @Jacob Okwir @Lisa Hansen @Elizabeth Osso @Ville Huhtala @Stuart Boyd @Mari Page @Cristina Podaru @Bill Hebert @Nomy Delgado @Razvan Bratu @Frederic Agethen More

3 days ago · 3 comments · 3 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) This week TUESDAY is our Getting Started with Sales features session 2) THURSDAY is all about creating and customizing your Reports & Dashboards live with us AND our amazing Sending Mass Emails workshop 🔺🔺🔺 NEW SETUP TUTORIAL VIDEOS 🔺🔺🔺 Our Hands-On Workshop Website has BRAND NEW VIDEO CONTENT! >> ONE NEW VIDEO ADDED LAST WEEK << New Videos are being added MONTHLY, so check back and see what amazing features you can dive into soon. 🔷🔷 LEARN MORE ABOUT OUR BRAND NEW ADVISORS PROGRAM 🔷🔷 Essentials Advisors are new and aspiring Salesforce Administrators, who have gone through an extensive training program, focused specifically on Essentials. Their role is to provide further one-to-one support to our amazing Essentials customers. From setup, data import, customization, integrations & more - Essentials Advisors are here to help. CLICK HERE: https://success.salesforce.com/0D53A00004fdbj9 👉 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 · 3 likes

Anne Zacharias

trying to set up an email campaign. Got this error message re: the template I created. The attribute "data-saferedirecturl" on the element "a" is not allowed, or has a value that is not allowed. Any idea what this means? More

3 days ago · 1 comments · 0 likes

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