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

Mahesh Chari

Hi Friends, We have a strange situation in our instance. Even though an approval request is approved by the approver, it shows as rejected in the Approval History and the Proposal Status gets set to 'rejected'. I have another case where when an owner submits an approval request, it is automatically rejected. Now We can't replicate this issue consistently and so far it has only shown up in the Production instance. When we try to replicate it in the sandbox instance the approvals work fine. The logic in the approval process has also worked well so far. We are seeing these issues only recently (when there has not been change to the approval process logic). Can anyone suggest a solution? Thank you. Mahesh More

12 hours ago · 0 comments · 0 likes

Jerome Deroy

I can't find a draft email. Does anyone know where to look for drafts once they've been saved? More

1 day ago · 1 comments · 0 likes

Dean Stoner

Hi, Help! Does anybody know if its possible to display some account information (customised fields) to show in a column in the 'Today's Task' view? Thanks Dean More

1 day ago · 0 comments · 0 likes

Gerry Weimer

can I sync with outlook in the essentials edition More

3 days ago · 1 comments · 0 likes

Autumn Shealey

New to I able to print cases with all the details? More

6 days ago · 1 comments · 0 likes

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