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Trailhead

Discover Salesforce Essentials

Salesforce via Trailhead

Overview

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Learn how to use Essentials and why it's an ideal solution for your small business.
  • Learn how your business can benefit from this out-of-the-box CRM.
  • Discover how Essentials works and how it can help your small business grow.
  • Set up and navigate Essentials, and use tools for collaboration, selling, and reporting.
  • Explore how Service Cloud Essentials works and how it helps your small business.
  • Navigate Service Cloud Essentials and learn how to use the service console.

Syllabus

  • Salesforce for Small Business
    • Explore the Benefits of CRM for Small Businesses
    • Learn the Basics of Salesforce Starter Suite
  • Service for Small Business
    • Learn About Starter Suite for Service
    • Get Started with Service for Small Business
  • Service Cloud Essentials Features
    • Learn About Macros, Service Console, and Case Feed
    • Learn How to Use the Preconfigured Console

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