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

Heather Jo Gorius

Good Morning! We are brand new to Salesforce 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 confusing. More

1 hour ago · 0 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

18 hours ago · 5 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

20 hours ago · 0 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

1 day ago · 2 comments · 1 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! 🔺🔺🔺 APRIL Exclusive Workshop: Supporting Customers in Times of Crisis 🔺🔺🔺 Register today for our special 45 minute workshop, only available in April. This Hands-On Workshop will be focused on guiding you in creating a free Help Center to reach your customers faster. With a Help Center, you can provide crucial information about your business and self-service options to your customers quickly. Also on the schedule this week: 1) This week TUESDAY is our Getting Started with Sales session 2) Join us on WEDNESDAY for to learn more about Importing your Contacts 3) And THURSDAY is all about creating and customizing Reports & Dashboards 👉 We can't wait for you to join us live! 👈 More

1 day ago · 0 comments · 0 likes

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