Quick Start Guide

Welcome to Salesforce Essentials! Choose your path and get started with setting up these five key features.

1. The Basics of Essentials

Understand the basics of working with your data in Essentials.

a. Import your business data

Bring in your data from spreadsheets to Essentials through data import. If you intend to enter your data manually, skip to the next chapter.

STEP 1

Data cleanup is recommended prior to import and the process itself will look different for everyone. It is important to remove any duplicates from your file to prevent errors during the import. Here are some other tips to consider: correct incomplete or incorrect information and fix spelling/punctuation errors.

STEP 2

Verify that the headers in your file match the spelling of corresponding fields in Essentials. To check these fields, click on the gear from the top right-hand corner of your screen to open a dropdown menu, and then click on “Setup”. Click on “Object Manager” on the left-hand side of your screen and select the Object (Contacts, Accounts, etc.) you will be importing into. You will find the full list of fields for an Object under “Fields & Relationships”. Create custom fields for any headers that do not match with any Salesforce fields by clicking the “New” button on the right-hand side of the “Fields & Relationships” section.

STEP 3

From the upper right-hand corner of your screen, click on the gear to open a dropdown menu, and then then click on “Setup”.

STEP 4

On the left-hand side, use the search bar to search for the keywords, “data import.” Select “Data Import Wizard” from the search results. Click the button, “Import My Data” and follow the instructions to import your data.

Hands-On Workshop: Importing Your Contacts

WATCH NOW
KEEP LEARNING

Track Customer Relationships and Deals

This chapter will cover the key steps for effectively managing your sales pipeline so you can close deals faster.

Learn how to:

  • Customize your data and sales stages.
  • Mark leads as opportunities, accounts, and contacts.
  • Gain insights through reports and dashboards.

LEARN MORE