Make the most of your free trial

To-do lists and resources for every stage

Start instantly

Take the first steps towards staying connected with customers and prospects

Connect your email and calendar to Salesforce Essentials
Import your spreadsheet data
Download the Salesforce mobile app
iOS     Android
Learn how to get started with Sales in Essentials
Take the Sales Essentials Features Trailhead module

Increase productivity

Make Essentials extra efficient for yourself and your team

Create a mass email list to send customized emails to your customers
Watch the tutorial on sending mass emails
Create an email template to save time & standardize your customer outreach
Watch the tutorial for creating email templates
Set up automation for common, repetitive, & multi-step tasks to save time

Deliver faster support

Connect multiple support channels for excellent customer service

Connect your chat and social media channels to Salesforce Essentials
Set up web chat
Set up Facebook Messenger
Set up custom help articles
Publish them to a self-service help site
Learn how to get started with Service in Essentials
Take the Sales Essentials Features Trailhead module

Sell smarter

Customize your sales process to close faster and grow your business

Customize the sales process to fit your business
Take the Customize Sales Cloud Trailhead module
Learn how to create Custom Fields
Attend the Reports and Dashboards virtual workshop

Grow & build out your business

Take advantage of the many resources and apps available for Salesforce Essentials

Check out all of the virtual workshops
Take the available modules on Trailhead
Explore the full collection of Essentials apps…