Salesforce Essentials: Combined Sales and Service, In-App Help, Updates to User Management and Setup Flows

Sales Essentials and Service Essentials are combined under one product—Salesforce Essentials. Use in-app help to find resources without leaving Salesforce. Add and reduce user licenses to make sure that you have the right number for your team, and manage your users in the redesigned Users page in Setup. Use the new Voice Support setup flow to integrate a third-party voice support system with Salesforce, and learn more about leads and opportunities in the Sales Stages setup flow.

Sales and Service—Two Become One
Sales Essentials and Service Essentials are unified as one product: Salesforce Essentials. We want your sales and customer support tools to mesh seamlessly, whether you’re managing deals or customer support requests. All Essentials customers have access to both Sales and Service features.
Find Helpful Resources and Recommended Content with In-App Help
Search help and see recommended resources without losing your place in Salesforce. With in-app help, get the help you need when you need it so that you can stay on track and be more productive. If you need additional support, you can log a case and connect with one of our Essentials coaches.
Add or Reduce Users to Reflect Your Changing Team
Make adjustments to the number of your users on the fly. No more phone calls or email exchanges to get just the right number of licenses for your business whether you’re purchasing Essentials for the first time or adjusting the number of people using Salesforce.
Manage Your Team’s Information and Permissions on the Users Page
As your team grows and changes, you need to invite, update, and deactivate users. View and update user information, reset passwords, and assign profiles and permission sets in the redesigned Users page in Setup.
Create a Call Center with the Voice Support Setup Flow
Integrate your third-party voice support system with Salesforce so that your team can take calls from the service console. Our new guided setup flow walks you through connecting with your voice provider, installing the AppExchange package you need, and selecting the users who can take calls.
Get to Know Leads and Opportunities in the Sales Stages Setup Flow
Customize every stage of your sales process, from the top of your funnel with leads through deal closure with opportunities. Previously, this flow created opportunity stages only. Plus, get the context you need to create the best path for your team with a new start screen that explains leads and opportunities.

No matches found