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SUCCESS WITH SALESFORCE ESSENTIALS

GET SET UP, LEARN BEST PRACTICES, AND SUPERCHARGE YOUR SALES AND SUPPORT TEAMS

WORK SMARTER

TEAM PRODUCTIVITY

Watch a quick overview on how to navigate Salesforce Essentials.

In this video, you will learn how to:

  • Find your personal settings.
  • Find items such as records and apps.
  • Navigate records and find details and common actions.
  • Use built-in productivity and collaboration tools.
  • Use the Search functionality.
  • Use the Home page to start your day informed and ready to go.

Use Tasks to Boost Your Sales Productivity

In this video, you will learn how to:

  • Manage tasks to stay on top of your customer relationships.
  • View tasks in a Table, Kanban, or Split view.

Measure Your Success with Metrics

  • Get your sales or service data at your fingertips.
  • Use dashboards for a real-time view of your support team, case volume, and insights into which products or services are most popular.
  • Create your own customizable reports and make sure promising business leads or customer cases don’t fall through the cracks.
  • Take advantage of Salesforce data to get the answers and insights you need into your own business.

Want to learn how to customize your reports and dashboards? Watch a recording of our Reports and Dashboards Hands-On Workshop.

Visit our Trailhead learning platform and learn how to visualize real-time key business metrics in Essentials.

Take Lightning Experience Reports & Dashboards trail now.

Connect Your Favorite Apps

Salesforce works with your favorite apps. With AppExchange, you can install prebuilt third-party business apps for any department or industry to extend the power of Salesforce.

Find Apps for Salesforce Essentials here >

Get Started with Chatter

Connect your team, partners and customers together and drive collaboration with Chatter.

LEARN MORE >

Get Started with the Salesforce Mobile App

Set up the mobile app that lets you run your business while on the go.

LEARN MORE >

Connect With Us

Follow us on Essentials Twitter where you can connect with others and learn best practices @Essentials

TWITTER >

Subscribe to our YouTube Channel. Check out our Essentials specific videos to help you through your journey.

YOUTUBE >

Join us for Essentials Hands-On Workshops and set up your organization step-by-step with an Essentials expert.

HANDS-ON WORKSHOPS >

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