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.

• What to Expect
  We know that changing Salesforce editions can feel like a significant shift, but we’ve designed this guide to walk you through every step of the process—from initial consent to a successful launch—so you can transition with confidence and start taking advantage of the advanced features waiting for you on the other side.
• The Migration Timeline
  Please review these critical milestones and dates related to Essentials end of life and migration to Pro Suite.
• Benefits of Pro Suite
  Take advantage of Pro Suite’s advanced features, such as Agentforce, Slack integration, enhanced customizations and automation, Quick Settings, Forecasting, and more!
• Essentials Versus Pro Suite: Feature and Allocation Quick Reference
  Review this side-by-side comparison of Salesforce Essentials and Pro Suite to see how their features and allocations differ.
• Migrating to Pro Suite
  Before you can use Pro Suite, you must consent to the upgrade, turn on Pro Suite settings, and enable Marketing and Commerce.
• Frequently Asked Questions
  Have questions? We’ve compiled answers to frequently asked questions about Essentials retirement and upgrade to Pro Suite.