On-Demand Workshops & Training Videos

Follow along with our friendly experts in free on-demand workshops and setup videos to help you get the most out of Salesforce Essentials.
 
 

Hands-on Workshops

 

SALES

Getting Started with Sales

Connect email & create your sales process

SETUP

Importing Your Contacts

Bring your customer information into Essentials

REPORTING

Reports & Dashboards

Gain immediate insights into your business

productivity

Getting Started with Tasks

Tasks help keep your deals moving
 

EMAIL

Syncing Emails & Events

Unlock the power of email inbox syncing tools

SERVICE

Getting Started with Service

Smarter, more personalized customer support

SERVICE

Building a Help Center

Create a Help Center to reach customers faster

SALES

Capturing Website Leads

Create custom lead capture forms for your website
 

productivity

Integrations Made Easy with Zapier

Easily connect Essentials with other apps
 
 
 

Setup Tutorials

 

SETUP

Setting up your Essentials Organization

SETUP

Creating Custom Fields in Essentials

EMAIL

Creating Email Templates in Essentials

EMAIL

Sending Mass Emails from Essentials

 

productivity

Organizing Customer Data with List Views

productivity

Advanced Customization for List Views

SETUP

Managing Users in Essentials

SETUP

Managing Your Subscription

 

productivity

Customizing your Home Page in Essentials

EMAIL

Creating Auto-Response Emails in Essentials

productivity

Automating Tasks with Process Builder

productivity

Setting up Product Integrations in Essentials