Trailblazer Community

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

Michael Doyle

I'm having trouble comprehending the structure of SalesForce suite of Clouds and where Essentials fits in. Is SalesForce Essentials within the Sales Cloud? Or does it also include limited offerings from the Support or Marketing Clouds? If there are any other SalesForce Clouds I didn't mention above, then what are they? More

11 hours ago · 0 comments · 0 likes

Allison Bernal

Hi everyone! I have a question regarding note-taking in "Log a Call". My boss would like to create a template for note-taking so that all reps can enter call notes in a similar format. (ex. Attendees, Background, Discussion, Next Steps) I have been searching everywhere for ways to customize an activity (my first thought was to try to add custom fields to the Log a Call activity) but no luck yet. Any advice would be greatly appreciated. Thank you! More

13 hours ago · 0 comments · 0 likes

Sandra Rochelle

Hello! I am new, today was my first time ever using Sales Force. I am learning and hoping to grow in my career. Any advice? Thank you, Sandy More

2 days ago · 0 comments · 1 likes

Lori Child

Good Morning, I am new to salesforce and have started creating email templates for our email campaign. I am trying to use the merge fields to automatically fill in the first name. I use the merge field application, it shows up just fine in the template, but when I actually email nothing is inserted. Thanks for your help! More

2 days ago · 0 comments · 0 likes

Melissa White

Good morning and happy Friday! So, I am looking for a little help. I want to delete some attachments saved for emails and add new ones but I don't know where to find the attachments without accessing directly from the email attach button. Thanks in advance. You all are wonderful! More

3 days ago · 2 comments · 0 likes

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