What is Salesforce Essentials?

Salesforce Essentials lets you see all of your customer information in one place. Sell smarter and faster with built-in intelligence, and provide personalized service to every customer. Build reports and dashboards to fit your needs so you can dynamically visualize your company’s vital data, such as deals won and cases closed.

Salesforce helps you manage your relationships with your leads, soon-to-be-signed customers, happy customers, and customers who reach out to you for help. Salesforce Essentials gives your small business the benefits of a massive platform and ecosystem with Salesforce, but with a quick setup and simple customizations.

Note Salesforce is retiring our Essentials edition to help our small and medium-sized businesses get more value from our products. Before the retirement date, you can upgrade to Pro Suite edition and keep your current pricing (for as long as you continue your Salesforce subscription). For more information, see Essentials Migration Guide.

Note For usage restrictions that apply to this product, see this document.

• Understand the Basics
  Get to know the foundational features in Salesforce like Accounts, Leads, and Cases. Learn how to import your data into Essentials. Take your data to the next level with custom fields, reports, and dashboards.
• Getting Around in Salesforce Essentials
  Learn how list views can help your and your team manage your customer information and be more productive. Get to know the utility bar to help your team be more productive.
• Set Up the Most-Used Features
  Get more done in less time by setting up your sales pipeline, automatically turning incoming emails and social media posts into cases, utilizing self-service, and adding a phone.
• Going Beyond the Basics
  Give your team more automation and productivity by routing incoming work (like cases) to the best-fit person for the job. Use Chat and Messaging to provide instant conversation to your customers through web chat and Facebook Messenger. Use Macros to complete multi-step tasks with a single click.
• Get Help
  Having some trouble? We can help.
• Essentials Migration Guide
  Salesforce is retiring our Essentials edition to help our small and medium-sized businesses get more value from our products. Before the retirement date, you can upgrade to Pro Suite edition and keep your current pricing (for as long as you continue your Salesforce subscription). You’ll gain access to advanced features and customization tools that will help you accelerate growth and deepen customer relationships.
• Essentials Resources
  Learn more about Essentials with helpful videos and a guided journey. Or, hit the trails with our Essentials-focused modules on Trailhead.