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SUCCESS WITH SALESFORCE ESSENTIALS

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

GET STARTED

Welcome to Salesforce Essentials! See how Salesforce Essentials gives your small business a full set of tools to run more efficiently.

Sales Cloud Essentials Product Overview

SET UP FOR SUCCESS

Did You Know: Both Sales and Customer Support solutions are included in your Salesforce Essentials license! To toggle between your sales and customer support tools, just go to the 9-dot AppSwitcher icon on the top left side of the navigation bar and select either “Sales” or “Service Console”.

Get started by connecting your email account(s), importing data and deleting trial data, and adding teammates to Essentials using the links below.

CONNECT TO EMAIL AND ACTIVITIES

See relevant emails and calendar events in Salesforce automatically; connect your support email to track and respond to customer questions.

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IMPORT YOUR COMPANY’S DATA

Understand the best practices and tools available to import and manage your data.

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ADD USERS

Learn the basics of user management and how to control access and visibility to your company’s data.

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DOWNLOAD THE MOBILE APP

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

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LEARN WITH TRAILHEAD

Trailhead is the fun way to learn! Learn how customer relationship management software (CRM) like Salesforce Essentials can boost your business.

TAKE ME TO TRAILHEAD >

SALES SETUP

If you’re currently leveraging a Sales, Business Development, Investing, or Project Management workflow, check out this section for instructions on how to set up your org and get tasks done in Essentials.

SALES SETUP TOOLKIT

Download this overview document to help you get up and running with your Sales process setup in Essentials.

TAKE ME TO THE TOOLKIT >

SALES PROCESS SETUP

Get Salesforce to work the way you work: map Leads and Opportunities to your sales process, track custom fields about your deals, and learn how to set up Accounts and Contacts.

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WORK YOUR SALES PROCESS

Get direction on how to add and qualify leads and set goals for your team.

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Join the Salesforce Essentials Community

JOIN NOW

SERVICE SETUP

If you’re looking to provide support to your customers, be more efficient in how you help them and give them a great experience, check out this section for instructions on how to set up your org and get tasks done in Essentials.

SERVICE SETUP

Create case queues, connect your email and social media channels easily and customize the Service Console for your needs.

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SERVICE PRODUCTIVITY

Help your customers help themselves with a cost-effective self-service Help Center. Plus streamline your agents’ workflow so they can spend more time with customers.

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WORK YOUR CASES

Learn the basics of managing customer cases in the Service Console.

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WORK SMARTER

INCREASE YOUR PRODUCTIVITY

You’ve completed the basics. Now, you’re ready to go to the next level. Drive collaboration, go mobile, close sales faster and use data to drive the success of your business.

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CONNECT WITH US

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

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 >