Quick Start Guide

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

2. Tracking Customers and Closing Deals

Manage your sales pipeline effectively so you can sell smarter and faster.

a. Customize your data

With Essentials, you can capture all of your unique business data with fields. Customize your data by creating custom fields to get a full view of your customers. You can apply the same step below for any other object like Opportunities.

STEP 1

Click on the “Leads” tab from your navigation bar and then click on any Lead record. From the upper right-hand corner of your screen, click on the gear to open a dropdown menu then click on “Edit Object”.

STEP 2

Click on “Fields & Relationships” to see the list of fields for the Leads object. Click the “New” button to create a new field.

STEP 3

Select a field type that corresponds to the kind of data you will enter into that field. Customize the new field by assigning a label and filling out other required information (this will differ depending on the field type). Click the “Next” button to progress through each screen. It is recommended to leave the settings as-is for the next screens (“Establish field-level security” and “Add to page layouts”). Click the “Save” button to exit.

STEP 4

Edit the new custom field on the Lead record. Repeat the same steps for Opportunities to capture more details about your sales deals. Here is the new Lead field we just created.

Setup Tutorial: Creating Custom Fields

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Hands-On Workshop: Getting Started with Sales

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Managing my Contacts

This chapter will cover the key steps for managing your contacts so that you can maintain strong relationships with your network.

Learn how to:

  • Customize your data and contact views.
  • Set up campaigns.
  • Send and track mass emails.

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