F.A.Q.

All FAQs

Salesforce Care

How is Salesforce helping small businesses during the COVID-19 situation?

Small businesses are the heart of our communities, and we have a responsibility to give back. We are committed to supporting small businesses through this crisis, and so we are offering a special as part of the Salesforce Care for Small Business Program, which launched today, March 26, 2020. We’re offering assistance to small businesses through this crisis with a combination of free product and helpful content resources.

  • Product: Salesforce Essentials is now free for 90 Days (see offer details below).
  • Resources: We are curating and creating articles and webinars featuring small business experts to share inspiration and tools to support small businesses through this crisis.

Tell me more about the product offer

While the impact of the novel coronavirus on small businesses continues to evolve, one thing is certain: keeping customers front and center is more important than ever. By offering Salesforce Essentials for free, we’re helping small businesses engage and be more responsive to your customers. Salesforce Essentials is free for 90 Days, for up to 10 users, worldwide. This is for new customers only.

Where can I sign up for this offer?

You can click on any one of the “Free trial” buttons on this webpage, and you will automatically qualify for this offer.

What happens after 90 Days?

At the conclusion of the 3-month period, you can either convert to a paid subscription or let your trial expire. You can purchase an annual subscription or monthly subscription for Essentials. Paid subscription pricing remains unchanged with this offer. Please see the Essentials pricing webpage for details.

I heard about the $5M Salesforce grants for small businesses, is that only in the US?

Salesforce is donating $5M to support small businesses across the globe facing hardship due to COVID-19.

In the US, we are awarding $10,000 grants each for a total of $3M and we partnering with Ureeka for the grant process. The application process is now closed but you can read more about the program at http://ureeka.biz/.

Internationally, we will distribute $2M to help small businesses in UK, Australia, and Canada. If you are in the UK region, please visit https://www.salesforce.com/uk/campaign/smallbusinessgrants for more details. We will update this space with additional details for Australia and Canada shortly.

I’m not based in the US, do I have any resources in my region?

Here are resources for non-US countries.

How can Salesforce Essentials help me in the current situation?

More than ever, small businesses need the tools to connect with their customers. With Salesforce Essentials, you get:

  • Always on Support: In times like these, nobody is on a normal schedule, including your customers. You can create a 24/7 help center — so your customers are never in the dark. We’re here to help you help every customer, no matter what.
  • Build Stronger Connections: Now more than ever, every customer interaction is precious. Give your whole team the tools to understand what customers need and how to quickly make them happy, whether they reach out to you through email, phone, or social media.
  • Keep Customers Informed: Are you open? Are you closed? Are you now a drive-through? Your business - and everything else - is changing by the minute. We can help you keep customers in the loop, so they’re there when you’re ready.

Do any third-party apps work with Essentials?

All the apps listed on this AppExchange small business collection page work seamlessly with Essentials.

Are there any additional resources for me, as a small business owner?

We have additional content and workshop resources to help you through this difficult time.

Set Up Essentials

Can I add users?

Yes.

To add a user:

  • Click the gear icon in the top right corner
  • Select Manage Subscription

It’s that easy. Now you’re that much closer to collaborating with teammates.

How do I use leads, opportunities, accounts, and contacts?

We understand these terms can be confusing and overwhelming, especially if you’ve never used them before. That’s why we put this video together to help you understand what they are and why they’re important for your business.

How do I add my data?

First, you need to make sure your data is stored in a CSV file. Then, you can use the Import Wizard (step #4 on the Setup Assistant on the home screen) to add your data.

Need more info? This video covers the steps you need to take to import your data into Essentials. We also offer a great workshop on adding your data if you prefer talking to one of our friendly experts.

How do I successfully import my leads?

Use the Import Wizard (step #4 on the Setup Assistant on the home screen) in Essentials to import leads.

Need more info? Our import guide walks you through the steps. You can also sign up for one of our hands-on workshops where our friendly experts will answer any questions you may have.

I imported my data, but I can't see my leads.

To see your leads:

  • Check the List Views dropdown under Leads. The default list view is set to Recently Viewed.
  • Change it to All Open Leads.

I can’t see all my data.

List Views and the filters used with them determine how much of your data you can see. The good news? Changing your list view is a simple fix.

To see all your data, you can either:

  1. Create a new list view with the criteria you wish to see, or
  2. Adjust the current list view filters.

How do I remove the trial data in my account?

Choose step #7 on the Setup Assistant on the home screen to remove all trial data.

Accounts and Billing

How much does Salesforce Essentials cost? It says $25/month online, but when I click subscribe, it’s $35/month.

We offer two payment options — monthly and annual. If you want to pay on a monthly basis, it’s $35 a month for each user. Otherwise, it’s $300 a year for each user up front, which comes to $25 a month.

How do I purchase Salesforce Essentials during the free trial?

To purchase Essentials:

  • Click on the gear icon in the top right corner
  • Select Manage Subscription
  • Click Subscribe Now

Welcome to Essentials! We’re excited to help you build a better business.

How do I view my subscription?

To view your subscription:

  • Click on the gear icon in the top right corner
  • Select Manage Subscription

How do I update my billing and/or credit card information?

To update billing info:

  • Click on the gear icon in the top right corner
  • Select Manage Subscription

You can also reach our Customer Service Billing team here.

Customize Essentials

How can I change what I’m seeing on my home screen?

To change the home screen layout:

  • From the home page, click on the gear icon
  • Select Edit Page

This will take you to a page layout of what your home screen currently looks like. And voila! You can now move or erase components on your home screen. Need more info? This article walks you through the steps. You can also learn more about customizing dashboards in one of our hands-on workshops.

Customer Support

How do I create a support ticket?

To create a support ticket:

  • Click the question mark icon at the top right corner to open the In-App Help dropdown
  • Select Log a Case at the bottom of the list

Friendly reminder to give our support team as much context and info you can provide so they can better help you.