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] March 27, 2020 📣✨ 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. 📝 🔷🔷🔷 HUGE ANNOUNCEMENT 🔷🔷🔷 Salesforce Cares for Small Business Website LAUNCHED ************************************************ Small businesses are facing challenges unlike any they’ve seen before. We’re here to help in whatever way we can. Get resources to help you steer your business forward. LEARN MORE HERE: sforce.co/SalesforceCaresSMB 🔺 JOIN OUR EXPERTS LIVE NEXT WEEK 🔺 ************************************************ Join one of our LIVE sessions - held every week - TUESDAY, WEDNESDAY & THURSDAY or watch the on demand videos. -- AND -- 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. Click this link to register for a Hands-On Workshop: http://bit.ly/HOWcommunityresources 👉 Don't forget to check back each week for Koa's Round Up of all things Essentials! See you next Friday, ❤️ The Essentials Success Team More

2 days ago · 0 comments · 0 likes

Michael McCann

is there a report that shows the calls/meetings/letters and Other that was completed in the last week? More

4 days ago · 3 comments · 0 likes

Kurtis Mishler

I have the Vonage phone VOIP and have attempted to use the integration with Essentials but I get the following message when attempting to link the two. I get the following message when attempting to link, "The REST API is not enabled for this Organization". Can I link Vonage with Essentials and if so how do I correct this error. Thank you for your assistance. More

5 days ago · 2 comments · 0 likes

Matthew Fleming

I am getting started as a single user on the Essentials edition and working towards an administration certification. I would like to sync my contacts between SF Lightning Experience and my Gsuite account contacts. I have imported the contacts into SF, walked through the Setup for Gmail integration and have been reading articles & doing modules on Gmail integration but can't get the contacts synced. In this Help article - https://help.salesforce.com/articleView?id=lightning_sync_admin_sync_contact_overview.htm&type=5 - it doesn't list Essentials as an "Available In" "Required Edition". Does that mean I can't sync my contacts with Google or Outlook in at the Essential level?? More

8 days ago · 2 comments · 0 likes

Shana Wilson

✨ 📣 Koa's Friday Round Up [Essentials Community Weekly Recap] March 20, 2020 📣✨ 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. 📝 🔺 JOIN OUR EXPERTS LIVE NEXT WEEK 🔺 ************************************************ Join one of our LIVE sessions - held every week - TUESDAY, WEDNESDAY & THURSDAY or watch the on demand videos. -- AND -- 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. Click this link to register for a Hands-On Workshop: http://bit.ly/HOWcommunityresources >>> DID YOU KNOW <<< ************************************************ 67% of our Community Members do not have a picture uploaded to their profile?!?! We want to see your smiling faces and get to know our customers! - Upload your pictures, fill out those profiles, and share your story today :) - Click on your name in the upper right corner to access & update your profile 👉 Don't forget to check back each week for Koa's Round Up of all things Essentials! See you next Friday, ❤️ The Essentials Success Team More

10 days ago · 0 comments · 0 likes

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