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.

Join the Conversation

Recent Posts

Lori Child

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

18 minutes ago · 0 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

6 hours ago · 2 comments · 0 likes

Stacy OBrien

I have some leads without an email or a last name and I can't enter them into the leads to task them to call. Any workarounds? More

6 hours ago · 2 comments · 0 likes

Will McCarthy

Hey Trailblazers! I'm activating Einstein Activity Capture for my org and one of my users has a concern about which emails will be shown in the activity timeline. In his synced email account he has years of correspondence with a particular client but only wants to display emails dating back a few months. Is there a way to exclude emails prior to a certain date without excluding all emails from that particular client's email address? Thank you for any help! Will More

9 hours ago · 3 comments · 0 likes

Mele Pauli

💥 Essentials Weekly Tip Wednesday: Renaming Tabs and Labels💥 Are you finding that the tabs in your navigation bar don't quite match your company's jargon? Do you want to change the labels for standard fields? You can personalize your experience by renaming standard Objects, Tabs, and Fields in Setup today! With Essentials, you have many opportunities to customize and personalize your experience. The Object names, tabs in your navigation bar, and standard fields are no exception to this! For example, if you track Accounts as "Companies" or Opportunities as "Deals," you can bring your terminology into Essentials through a setting within Setup called Rename Tabs and Labels. After saving your changes, you can see your preferred terminology reflected on every page where the label or Object name is referenced. It's that easy! 👉 To learn more about Renaming Tabs and Labels, check out this Help Article below! More

2 days ago · 0 comments · 1 likes

Talking About...