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On-Demand Workshops & Training Videos
Follow along with our friendly experts in free on-demand workshops and setup videos to help you get the most out of Salesforce Essentials.
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Hands-on Workshops
SALES
Getting Started with Sales
Connect email & create your sales process
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SETUP
Importing Your Contacts
Bring your customer information into Essentials
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REPORTING
Reports & Dashboards
Gain immediate insights into your business
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productivity
Getting Started with Tasks
Tasks help keep your deals moving
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EMAIL
Syncing Emails & Events
Unlock the power of email inbox syncing tools
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SERVICE
Getting Started with Service
Smarter, more personalized customer support
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SERVICE
Building a Help Center
Create a Help Center to reach customers faster
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SALES
Capturing Website Leads
Create custom lead capture forms for your website
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productivity
Integrations Made Easy with Zapier
Easily connect Essentials with other apps
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Setup Tutorials
SETUP
Setting up your Essentials Organization
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SETUP
Creating Custom Fields in Essentials
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EMAIL
Creating Email Templates in Essentials
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EMAIL
Sending Mass Emails from Essentials
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productivity
Organizing Customer Data with List Views
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productivity
Advanced Customization for List Views
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SETUP
Managing Users in Essentials
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SETUP
Managing Your Subscription
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productivity
Customizing your Home Page in Essentials
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EMAIL
Creating Auto-Response Emails in Essentials
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productivity
Automating Tasks with Process Builder
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productivity
Setting up Product Integrations in Essentials
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