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#SalesCloudEssentials1 debatiendo

🗞 [Product & Service: Monthly Buzz] June 2026 🗞🗞 [Product & Service: Monthly Buzz] June 2026 🗞NEW CONTENT EVERY MONTH! Be sure to read the best of our content in your inbox 🚀 Community Highlights This month we saw amazing engagement across theNEW CONTENT EVERY MONTH! Be sure to read the best of our content in your inbox 

 

🚀 Community Highlights 

This month we saw amazing engagement across the community:

  • 809 questions answered by community experts
  • 21% Accepted Answers by community members

A big thank you to everyone who continues to support and help others in the community! 

 

📢 Product Updates

 Here are a few updates you should know about: 

1. Step-Up Authentication for Report Actions. Read more here >> 

https://trailhead.salesforce.com/trailblazer-community/feed/0D5KX00000pNc5L0AS

 

2. Add Custom Link to Lightning App Record Page. Read more >> 

https://trailhead.salesforce.com/trailblazer-community/feed/0D5KX00000pNIVX0A4

 

3. Step-Up Authentication for Report Actions. Read more >> 

https://trailhead.salesforce.com/trailblazer-community/feed/0D5KX00000pNc5L0AS

 

🏆 Member Spotlight

This month we’re recognizing  Eric Burté for an awesome deep dive on "Manage Duplicate Leads & Contacts in Salesforce"

  

💡

Community-Generated Content Highlights

We published two Knowledge Articles under the topic #Contacts#Contacts & #SalesCloudEssentials#SalesCloudEssentials with the help of our Forum Ambassadors, @Eric Burté & @Piyusha Pilania. Thank you for your valuable contributions. 

 

The topics included: 

1. Manage Duplicate Leads & Contacts in Salesforce. Read more >> https://help.salesforce.com/s/articleView?id=005386514&type=1

 

2. Calculate Business Hours duration between twTimestamps. Read more >> 

https://help.salesforce.com/s/articleView?id=005321712&type=1

 

❤️ Thank You

 

Thank you for to everyone for being part of our growing community. Your participation and engagement make this space valuable for everyone. 

 

#Product#Product & Service New

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Hai Everyone, I wanted to learn sales cloud. Can I get any suggestions for the roadmap to learn Sales cloud? Thanks in advance.

#newtosalescloud #@salesforce @salescloud #SalesCloudEssentials

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We're merging this community with our Sales Cloud Essentials community to make one large, more fun, and more active Essentials Trailblazer community. Go head over to our NEW combined community, and join it today!

https://sfdc.co/SalesforceEssentialsCommunity
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=== REMINDER ===

 

The Service Cloud Essentials trailblazer community is about to get even better!

 

We will soon be merging this with our Sales Cloud Essentials community to make one large, more fun, and more active Trailblazer community, that suits all small business customers using Essentials. This is going to a great place to learn about what other small and medium business are doing with the range of Essentials products for Sales and Service.

 

Go head over to our NEW combined community, and join it today! That way you'll already be a member when we officially archive this one.

 

https://success.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F93A0000009TRM

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🎉 NEW RESOURCES: Essentials Getting Started Video and Toolkit 🎉

 

We have two amazing BRAND NEW resources for our Essentials customers to use. 

 

1) 'Getting Started with Essentials: Setting up your Organization' video --> Watch this video on our Essentials YouTube Channel (link here) to get a 9-minute walk through of Sales and Service Essentials typical workflows and steps for setup. This video is great for brand new Essentials customers who have yet to start or are in the middle of the setup process.

https://www.youtube.com/watch?v=kKAcksnwfNE&list=PLfbw0Kxz1_gKgzBgMfkFBZls3uTNakvm-&index=8&t=0s

 

2) Sales Cloud Essentials 'Getting Started Toolkit' --> Print out this 4-page PDF document and check off setup steps as you complete them! From organizing your current spreadsheet data, to walking through the Setup Assistant, and even details on how to train your team and get support when needed, this all in one guide helps you get you and your team up and running in Essentials. You can download and print the document from here. 

https://org62.my.salesforce.com/sfc/p/#000000000062/a/0M0000002YBL/i9_rjo9SFkmKvJnJPpPDV5.D9Oy_rZz0BxAMKlueJrM

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💥 Sales Cloud Essentials Tip: Check out the Essentials YouTube Channel 💥

 

Are you just beginning your journey with Essentials? Have you started your implementation and need assistance? Or are you looking for extra help to import and customize your Essentials organization?

 

Check out our new Salesforce Essentials YouTube Channel! Here you can find demo videos, 'how-to' walk throughs, and more information about how your business can grow with Essentials.

 

Find the Essentials YouTube Channel here:

https://www.youtube.com/channel/UCQbCuBc6i2WYf_wbk-XbWjg

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I need some help. Does Sales Cloud Essentials have the capability to build out customer facing quotes? I'm tired of consistently redesigning my quotes. My business is cloud based technology, however my customer facing quotes need a desperate need of a refresh. Can any one help?

2 comentarios
  1. 6 ago 2018, 19:47
    Hi @Ron Wiedeck Circling back on your question. Have you checked out the Salesforce AppExchange site? (https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000EFmGIUA1

    )

    HelloSign is a third-party option you could use to create templates and substitute for your current quoting or contract signature process. If upgrading to Professional Edition is not an option, there will be other Apps available here in the future that may be able to assist with your needs.

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💥 Sales Cloud Essentials Tip: Connect your Email with Einstin Activity Capture 💥

 

The power of Salesforce is strong, want to make it even better? Start be enabling Einstein Actiity Capture. By adding every email and calendar event to Salesforce automatically, this feature will help provide context and improve collaboration between your team.

 

To learn more about Einstein Activity Capture and get started, check out this page: http://pages.mail.salesforce.com/gettingstarted/sales-cloud/lightning-essentials/einstein-activity-capture/

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Hi,

What types of Appexchange apps are allowed in the Sales Cloud Essentials edition?

 

Best,

Andre.

2 comentarios
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Hi, 

It's possible to create objects in the Sales Cloud Essentials edition?

 

Best,

Andre.

2 comentarios
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