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

🔺 🔺 🔺 🔺 🔺 🔺 Announcing Salesforce Care for Small Businesses is LIVE 🔺 🔺 🔺 🔺 🔺 🔺 As part of our commitment to supporting small businesses, we are announcing Salesforce Care for Small Business. We’re offering assistance to small businesses through this current crisis with helpful content resources. We'll be sharing articles and webinars featuring small business experts to share inspiration and tools to support small businesses. (The first webinar is tomorrow 4/8!) We recognize that this is an evolving situation, so please comment below with your feedback and suggestions for how we can help you during this current crisis. 💙 Hope you are all staying safe and well! 💙 More

17 hours ago · 0 comments · 0 likes

Susan Dell'Osso

Hello! Is it possible to convert a Contact back to a Lead? Still working out our processes and want to adjust a few things. Thank you. More

23 hours ago · 1 comments · 0 likes

Olivier Tsinos, MBA

Hi! Can someone post the Essentials logo image, please? The brand guidelines links in the playbook don't have it. Thanks More

1 day ago · 2 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 @Jacob Chandler @Astrid Fleurot @Lukáš Endal @Anisuzzaman Khan @Carrie Vereide-Fuery @Mung Fan @Vaidya Subramanian @Amy Zeller @Keizra Tyson-Griffin @Kevin Caballero @Justin Vallandingham @Morgan Gregory @Shakeel Shaik @Heather Jo Gorius @Robert Lehrer @Chris McDavid @Olivier Tsinos, MBA @Martha Hardy @Gustavo Guerra More

1 day ago · 4 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

2 days ago · 0 comments · 0 likes

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