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

Shana Wilson

✨ 📣 Koa's Friday Round Up [Essentials Community Weekly Recap] May 29, 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 Monday through Thursday each week. -- AND -- CHECK OUT OUR NEW SETUP TUTORIAL VIDEOS! In under 10 minutes you can learn, setup and leverage each of these features to help you cut down on tedious tasks and grow your business even faster. New videos posted each month, so be sure to check back soon! Click this link to register for a Hands-On Workshop: 🔷 DID YOU KNOW?? 🔷 ************************************************ 67% of our Community Members do not have a picture or company name uploaded to their profile?!?! We want to see your smiling faces and get to know our customers! - Upload your pictures and fill out those profile details today :) - Click on the photo circle in the upper right corner next to your name 🌟🌟🌟 Essentials Advisors Are Here! 🌟🌟🌟 ************************************************ Essentials Advisors are new and aspiring Salesforce Administrators, who have gone through an extensive training program, focused specifically on Essentials. Their role is to provide further one-to-one support to our amazing Essentials customers. From setup, data import, customization, integrations & more - Essentials Advisors are here to help. Let our Advisors help your business thrive! FILL OUT THE FORM TO LEARN MORE TODAY -- 👉 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

3 hours ago · 0 comments · 0 likes

Dave Berthiaume

Can I integrate the "Notes" section of a contact record &/or Account record into outlook (desktop)? would like to be able to quickly add any notes without having to launch the app. I'm currently using essentials. More

11 hours ago · 3 comments · 0 likes

Rebecca Gramm

can you integrate quick books with essentials? More

11 hours ago · 2 comments · 0 likes

Lori Child

Hi There, looking to hire someone who has experience uploading email templates that contain video within the email. Thanks! More

1 day ago · 1 comments · 0 likes

Jacob Okwir

Thank you Shana Wilson. I have not been able to import data.I need to know what type of data to import. More

2 days ago · 2 comments · 0 likes

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