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

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

1 hour ago · 0 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: 🔷🔷 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 -- 👉 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

Patrick Jones

Good afternoon I'm new just saying hello Patrick Jones More

2 days ago · 2 comments · 0 likes

Anne Zacharias

Is there an "undo" button in notes? I was typing today and then the text disappeared--I much have clicked on something by accident. I couldn't find a way to undo the deletion so I had to retype the notes from memory. Or does NOTES automatically save? If that is the case, where do I find the saved document? thanks. More

2 days ago · 0 comments · 0 likes

Shana Wilson

💥 Essentials Weekly Tip Wednesday: Customizing Your Home Page 💥 Ready to leverage your Home Page instead of just skipping over it? Want to add customized Reports and view your daily Tasks and Events all in one place? By Customizing your Home Page you can do all of this AND MORE! The Home Page is what you see first every time you log in. This page can be customized to highlight information specific to each User in your Organization. And remember that easy access to pertinent information = increased efficiency for everyone on your team 🙂 👉 To learn more about Customizing your Home Page, check out this Essentials Video below! More

4 days ago · 0 comments · 0 likes

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