F.A.Q.

All FAQs

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.

Can’t find what you’re looking for?

Try reaching out to us. Let us know what you’re looking for, so we can help each other out.

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