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

Tracey Stepanchuk

I'm trying to figure out how to track changes I make to records. For example, in Google docs I can view the edits I made last time I logged in. Is there a way to see in SF if I updated a record I thought I updated, or not? thanks More

2 days ago · 2 comments · 1 likes

Shana Wilson

🔻 🔻 🔻 🔻 🔻 🔻 🔻 BECOME AN OFFICIAL COMMUNITY MEMBER            T O D A Y 🔺 🔺 🔺 🔺 🔺 🔺 🔺 Get info, insights and announcements sent right to your inbox! Click the green +Join button at the top right of this page ✅ More

3 days ago · 0 comments · 0 likes

Shana Wilson

✨ 📣 Koa's Friday Round Up [Essentials Community Weekly Recap] January 24th, 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 ************************************************ - Check out our brand new Registration Website! - Join one of our LIVE sessions - held every week - TUESDAY, WEDNESDAY & THURSDAY or watch the on demand videos. Click this link to register for a Hands-On Session: 👉 BECOME AN OFFICIAL COMMUNITY MEMBER ************************************************ Want to get weekly Community recap emails and details right to your Inbox? Be sure you click the green +Join button at the very top right of this page. >>> WE WANT TO MEET YOU <<< ************************************************ We love meeting and learning about our Essentials Community members! - Let us see your face > Click on your name at the top right and add a headshot to your Profile - We want you to network > Within your profile you can add information like your Company name and the city you live so you can all learn about each other & connect with other Small Businesses, - SHARE YOUR ESSENTIALS JOURNEY > Don't forget that this community is made for all of YOU! Please feel to post more than just questions. Introduce yourself, tell us about how you learned about Essentials, and where you are in your Onboarding Journey! 😎 👉 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 days ago · 0 comments · 1 likes

Anne Zacharias

Just had a fantastic conversation with Eric Schubert--he was so helpful! I really feel ready to take advantage of SalesForce Essentials now. Thanks, Eric! More

3 days ago · 2 comments · 3 likes

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