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

🎉 🎉 🎉 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 @Jerry Sullivan @Mark Stevens @Emmanuel Ivwighre @Sandy Rochelle @Mark Mellone @Keefe Halim @Yvette Fetterly @Ujjwal Dubey @Carter Cathey @Rupal Panchal @Courtney Folkerts @Bindu Sobhanan @Miles Collier @Jacob Okwir @Lisa Hansen @Elizabeth Osso @Ville Huhtala @Stuart Boyd @Mari Page @Cristina Podaru @Bill Hebert @Nomy Delgado @Razvan Bratu @Frederic Agethen More

14 hours ago · 2 comments · 3 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! On the schedule this week: 1) This week TUESDAY is our Getting Started with Sales features session 2) THURSDAY is all about creating and customizing your Reports & Dashboards live with us AND our amazing Sending Mass Emails workshop 🔺🔺🔺 NEW SETUP TUTORIAL VIDEOS 🔺🔺🔺 Our Hands-On Workshop Website has BRAND NEW VIDEO CONTENT! >> ONE NEW VIDEO ADDED LAST WEEK << New Videos are being added MONTHLY, so check back and see what amazing features you can dive into soon. 🔷🔷 LEARN MORE ABOUT OUR BRAND NEW ADVISORS PROGRAM 🔷🔷 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. CLICK HERE: https://success.salesforce.com/0D53A00004fdbj9 👉 If you have any topics that you'd like to see in an upcoming video, leave us a comment below. More

14 hours ago · 0 comments · 2 likes

Anne Zacharias

trying to set up an email campaign. Got this error message re: the template I created. The attribute "data-saferedirecturl" on the element "a" is not allowed, or has a value that is not allowed. Any idea what this means? More

20 hours ago · 1 comments · 0 likes

Adam Rahrer

Hi, I setup my leads list but now the system does not give me the option to "Select fields to display". The only option under "list view controls" is now "new" all the other options are greyed out. Any advice? More

3 days ago · 1 comments · 0 likes

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: http://bit.ly/HOWcommunityresources 🔷🔷 MAKE IT OFFICIAL TODAY 🔷🔷 ************************************************ Want to become an official member and get these weekly Community recap emails right to your Inbox? Be sure you click the green +Join button at the top right of this page. 🌟🌟🌟 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 -- https://success.salesforce.com/0D53A00004fdbj9 👉 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

4 days ago · 0 comments · 0 likes

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