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

Kurtis Mishler

Is there an SMS solution for Salesforce Essentials? I just talked with the people from 360 SMS and their solution requires an upgrade to a higher level Salesforce to use their system. Thanks in advance for your assistance. More

4 days ago · 2 comments · 0 likes

Heather Jo Gorius

Good Morning! We are brand new to Salesforce Essentials and need to import all of our data. What is the easiest way to import data to already include our client parent/ child relationships? Thanks so much for the help in advance! I've searched the community but there seems to be a variety of different answers and it's a bit confusing to me. More

4 days ago · 1 comments · 0 likes

Robert Lehrer

I have a couple of questions about adding custom fields to Salesforce Essentials. 1. How many custom fields can I add per Lead? 2. How many custom fields can I add per contact? Thanks. More

5 days ago · 16 comments · 0 likes

Justin Vallandingham

Is there a way to make a picklist globally dependent? For example, I've added an "industry subcategory" to the lead and account objects. It's dependent on the "Industry" field. However, it looks like I need to update the dependencies on each object, rather than being able to do it globally. Am I missing something? Thank you! More

5 days ago · 1 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 @Navid Mudassir @Jacob Chandler @Astrid Fleurot @Keith Caldwell @Matthias Schönborn @Sonny Mottahed @Lesley Pohl @Russell Mullis @Ashwini Kumar @Lukáš Endal @Kevin Marshall @Melissa Morales-Curtis @Anisuzzaman Khan @Marcelo Dick Lee @Carrie Vereide-Fuery @Ronald Pierce @Mung Fan @G G More

5 days ago · 2 comments · 1 likes

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