What do you get with Salesforce essentials?
With Salesforce Essentials, you get: Always on Support: In times like these, nobody is on a normal schedule, including your customers. You can create a 24/7 help center — so your customers are never in the dark. We’re here to help you help every customer, no matter what.
What is list email in Salesforce lightning experience?
In Lightning Experience, you start from a saved list view, where your list has already been filtered to focus on a group of recipients. In the list email, you can include templates and merge fields, as well as attachments (2), to be even more efficient.
How do I Mark tasks as completed in Salesforce lightning experience?
Or, as you complete a task, click the checkbox to mark it complete. You can find many ways to use the activity timeline as you explore Lightning Experience. There’s no Tasks tab in Salesforce Classic beyond the My Tasks list on the Home page.
How do I get help with Salesforce security questions?
Bring your questions to an Ask the Expert webinar, search sessions and register here, and check out other great events where you can connect with a Salesforce expert. 2. Update your user settings to incorporate profiles, permission sets, roles, and data security.
How do I use Inbox in Salesforce?
0:005:51Salesforce Inbox for Outlook: Demo Deep-Dive - YouTubeYouTubeStart of suggested clipEnd of suggested clipIn this demo we're going to showcase how your team can use Salesforce inbox to sell smarter whereverMoreIn this demo we're going to showcase how your team can use Salesforce inbox to sell smarter wherever. They're working if you're anything like me every day starts with email I grab a cup of coffee.
How do I enable my Inbox in Salesforce?
Admins are prompted to contact Salesforce Customer Support.From Setup, enter Inbox in the Quick Find box, then select Setup Assistant under Inbox.Enable Make Inbox Available to Users.
How do I download my Salesforce Inbox?
Navigate to Organization | Add-ins. On the add-ins screen, click the plus icon in the upper-left corner, and then select Add from the Office Store. In the search field, enter Salesforce Inbox and click the magnifying glass search icon. Switch Salesforce Inbox to On.
How do I customize my Inbox in Salesforce?
In the Inbox in the Integration section, select Edit Settings and enable Make Inbox Available to Users in the Salesforce Inbox page. You can also access this setting by entering Inbox in the Quick Find box in Setup and selecting Setup Assistant. In the Salesforce Inbox page, select Assign Permissions Sets.
What is Salesforce inbox in Salesforce?
Salesforce Inbox is a suite of applications that brings together two platforms you use every day: Your email and Salesforce.
What does Salesforce inbox include?
An Inbox license unlocks Inbox features in the Outlook integration, Gmail integration, and Lightning Experience, and also provides access to the Inbox mobile app. Email integrations let sales reps work with Salesforce data directly in Microsoft Outlook and Gmail or in the Salesforce Inbox mobile app.
Does Salesforce Inbox work with Outlook desktop?
The Salesforce integration with Outlook is one of a suite of products that give sales reps the power to work from their email applications, while keeping Salesforce data up to date. The integration provides Salesforce data directly within Outlook, and the ability to log emails and events to Salesforce records.
What is the cost of Salesforce Inbox?
$25 per month per userSalesforce Inbox licenses costs $25 per month per user, and is integrated with Gmail and Outlook.
How do I download Salesforce for Outlook?
From your personal settings, enter Salesforce for Outlook in the Quick Find box, then select Salesforce for Outlook. Click Download. Then click Save File. If the Download button is unavailable, ask your administrator to assign you to an Outlook configuration.
Is Salesforce inbox free?
Salesforce Inbox is a productivity tool to integrate Salesforce with emails, such as Outlook and Gmail. It is available with additional cost, except your company already purchased additional products that include Inbox.
Does salesforce inbox automatically log emails?
If a contact already exists in your Salesforce instance, emails should be logged automatically to that contact without being prompted each time.
How do I add Gmail to Salesforce inbox?
In the Inbox in the Integration section, select Edit Settings and enable Make Inbox Available to Users in the Salesforce Inbox page. You can also access this setting by entering Inbox in the Quick Find box in Setup and selecting Setup Assistant. In the Salesforce Inbox page, select Assign Permissions Sets.
Add or Subtract Users
To change the number of user licenses you’re paying for, click Manage licenses. This option is available for your overall number of users, and the number of users able to access certain paid add-ons.
Update Your Credit Card on File
If you’ve missed a payment due to an expired credit card or have another need to change your payment method or billing address, click Update payment method.
Add More Features
You can purchase add-on features that expand what you can do with Salesforce. Click Add On next to the feature.
Cancel Your Subscription
There’s a cancellation button at the bottom of the page. Indicate why you’re leaving us, then click Cancel Subscription. This cancels the auto-renewal at the next billing cycle, either next month (monthly billing) or next year (annual billing). Your account remains active until then.
How can Salesforce Essentials help me in the current situation?
More than ever, small businesses need the tools to connect with their customers. With Salesforce Essentials, you get:
Do any third-party apps work with Essentials?
All the apps listed on this AppExchange small business collection page work seamlessly with Essentials.
Are there any additional resources for me, as a small business owner?
We have additional content and workshop resources to help you through this difficult time.
How do I use leads, opportunities, accounts, and contacts?
We understand these terms can be confusing and overwhelming, especially if you’ve never used them before. That’s why we put this video together to help you understand what they are and why they’re important for your business.
How do I add my data?
First, you need to make sure your data is stored in a CSV file. Then, you can use the Import Wizard (step #4 on the Setup Assistant on the home screen) to add your data.
How do I successfully import my leads?
Use the Import Wizard (step #4 on the Setup Assistant on the home screen) in Essentials to import leads.
How do I remove the trial data in my account?
Choose step #7 on the Setup Assistant on the home screen to remove all trial data.
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Here are nine crucial pieces of information to know about your sales prospect.
What is Salesforce app?
Salesforce apps are what make Essentials the everything-you-need solution for your business. You can get to the App Launcher from any page, just click . Because your business does more than sell a service or a product, Salesforce created apps to help you meet those needs too.
What is Essentials Home?
Essentials Home is the first thing you see when you log in to Essentials. From Home, you can get your day started quickly by checking out your performance, events, and even the news related to the customers you have entered into your org.
Get on the path to winning more customers in minutes with quick setup and in-app support
Get on the path to winning more customers in minutes with quick setup and in-app support.
Make every new customer a loyal one
Connect with your customers across email, phone, chat, and social channels for a personalized customer experience.
Start your journey on the CRM platform that grows with you
Get tools, like esignatures and customer surveys, to boost team productivity and companywide growth. Find apps built specifically for small businesses on AppExchange, the world’s largest business app marketplace.
Activity Timeline
When you look at a record in Salesforce Classic, such as a contact or opportunity, you use the Open Activity and Activity History related lists to stay on top of activities.
Recap the Latest Activities
Your colleague is out of the office, and you’re handling their accounts until they get back. When a client calls, how do you get up to speed on what’s been happening?
Find the Activities That Matter Most
If you’ve been working with an account, opportunity, or other record for any length of time, you probably have a mix of activities in the activity timeline. How do you find the details you’re looking for?
Tasks and Task Lists
There’s no Tasks tab in Salesforce Classic beyond the My Tasks list on the Home page.
Keep Your To-Dos Up to Date
Another great aspect of the task list is that while you see the list on the left, expanded details appear to the right for whichever task you have selected.
Calendar
Salesforce Classic includes a calendar to help remind you about appointments.
View Other Calendars
What’s especially helpful in Lightning Experience is how you can share your calendar and view your colleagues’ calendars from your calendar. Plus, you can add multiple calendars at the same time with user lists. If you don’t see user lists as a search category in the Add Calendars dialog box, ask your admin about setting up user list calendars.
The Complete Guide to Salesforce User Management
When you get set up in Salesforce, adding users is an anticipated step. After all, your users are the ones who will be entering data in Salesforce and using it the most. This said, granting a user login credentials is one piece of the puzzle, and adding users without considering what type of access they need can produce headaches down the road.
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Permission sets grant access to objects outside of profiles. They are helpful when specific users need access to objects outside of their profiles. They help grant access to objects on an as-needed basis.
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Roles in many ways mimic how your team is structured in real life. Admins create a role hierarchy and assign users to each role to organize users into a management chain. Assigning users to a role hierarchy makes records accessible within their team.
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Whether you are just getting started with user management, OR want to explore more ways to improve how your users are set up, we’ve got resources for you to keep the momentum going.
