Learn more about Essentials with helpful videos and a guided journey. Or, hit the trails with our Essentials-focused modules on Trailhead.
| Resource | What It Is |
|---|---|
| Success with Salesforce Essentials | A guided journey that helps you get set up, learn best practices, and supercharge your sales and support teams. |
| Essentials Trailblazers Community | A community where you can get your questions answered, learn best practices, and stay up-to-date on product announcements. |
| Essentials Hands-On Workshop | Hands-on workshops run by friendly experts ready to guide you on your Salesforce Essentials journey, and they're available live and on-demand. |
| Videos | |
| Series: Salesforce Essentials 1-Minute Feature Tours (English Only) | See Essentials in action, one minute at a time. |
| Series: Getting Started with Salesforce Essentials (English Only) | Two videos to help you learn the basics of CRM and Essentials. Learn the concepts behind how Salesforce works, then see it all in action in Essentials. |
| Import Your Data into Salesforce Essentials (English Only) | A video that walks you through preparing your data file for import, creating a custom field, and using the Data Import Wizard to create new accounts and contacts in Salesforce. |
| Series: Getting Started with Help Center (English Only) | Two videos that show you how you can easily build a branded self-service site that helps your customers quickly find answers to their questions and to get in touch with your support team if they need more help. Knowledge lets you write helpful articles, and Help Center lets you display them for customers. |
| Salesforce Essentials YouTube Channel (English Only) | A YouTube channel where you can find more helpful videos and demos of Salesforce Essentials. |
| Trailhead | |
| Discover Salesforce Essentials | A set of educational modules that walk you through how to use Essentials and why it’s an ideal solution for your small business. |