#Salesforce Essentials0 discussing

I am looking for the Smart Tool feature when composing an email.  I am following this link: https://help.salesforce.com/articleView?id=inbox_client_insert_availability.htm&type=5

I have essentials (includes sales cloud), so I should have the ability to use the feature based upon the documentation I am reading.  I am a new user, so I could simply be missing it - could anyone shed some light on this for me?  Thank you!

🚨The Salesforce Essentials, is now easier to use than ever before and is designed to change perspectives and boost productivity.🤝 

#Sales Cloud  #Service Cloud #Salesforce Essentials

anyone using an e-sign application with Essentials version?  what product? 

Anyone gone thru the work to make essentials Hippa compliant?  please reach out if you have!

Anyone found an add it to import business card scans?  if so what appexchange app?

Hi everyone,

I am trying to figure out where is the ceiling for customisation/app integration when it comes to teh essentials account and app exchange. There is no allowance for custom activity field, is there a way to use existing field?

Thanks in advance.

WARNING: Just been looking through the Salesforce Spring 21 release notes and I noticed that if you are using a free Gmail account (like me) Salesforce Inbox will stop working on the 31st March. There is no workaround to replace this really useful productivity feature. This is likely to impact only small Salesforce Essentials users (like me).

A G Suite license is £50 per year which is not a killer but it does require a bit of setup (MX records etc) and the migration of emails would be painful. My current thinking is that I am just going to have to let this feature go but if you face this problem and have a different solution let me know.

Hi Salesforce Essentials group!

I know Quota is not present on this edition as it´s part of Forecasting module. Is there anyway to set Quotas anyway for different users? Maybe creating custom field on user object and at least have something to track that? What are your thoughts?

In the Performance component from App Builder I know you can set a "Goal" that is kind of the same but that´s something the same user sets for his own and I think someone else (as a manager) wouldn´t see that.

Just looking for alternatives before going into a higher edition, thanks!

Hello, I am looking to get clarification about how to sync incoming lead emails into essentials. I have a web-to-lead form that works and I can send an email response within SF to a manually entered or web-to-lead lead. When the lead responds to me, I see their email response in my inbox but the activity is not logged in the lead record.

Given that email-to-lead is not available with essentials, is the only option for logging incoming communication from leads through the Gmail/Outlook integration and manually clicking "log in salesforce" from within your email inbox?