Quick Start Guide

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

4. Resolve customer issues

Optimize your service operations to provide an excellent customer experience.

a. Transform emails to cases

Transform email responses into customer service requests through Email-to-case. Follow up on these customer service requests by emailing and logging call activity to resolve their issues.

STEP 1

If you have a support email set up, click on the setup gear located in the top right-hand corner of your screen.

STEP 2

Under the "Recommended Setup" section, click the tile ”Connect Your Support Email“. If you have a Google support email, select the "Sign in with Google" option, otherwise, you can click on "I Have Something Else". The next steps involve connecting your email by entering your email credentials.

STEP 3

Once you have connected your email, click the “Done” button to exit this screen. Try testing it out by sending an email to your support email.

STEP 4

Any emails that are sent to your company support email will transform into a support case. You can follow-up with the customer via email and log any call activity from within Essentials.

Hands-On Workshop: Getting Started with Service

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Glossary

This chapter provides a list of important Salesforce terminology.

Use this list to:

  • Familiarize yourself with the terms in this Quick Start Guide.
  • Understand how Salesforce works.
  • Navigate the platform easily.

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