---
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title: Set Up the Most-Used Features
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version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/essentials_set_up_features.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.essentials_set_up_features.htm&release=264.0.0&type=5
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content_type: documentation
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description: Get more done in less time by setting up your sales pipeline, automatically turning incoming emails and social media posts into cases, utilizing self-service, and adding a phone.
products:
  - Cross Cloud
release: "264"
---
# Set Up the Most-Used Features

Get more done in less time by setting up your sales pipeline, automatically turning incoming emails and social media posts into cases, utilizing self-service, and adding a phone.

- **[Customize Salesforce Essentials](https://help.salesforce.com/s/articleView?id=xcloud.essentials_customizations.htm&release=264.0.0&type=5)**  
    Salesforce Essentials provides standard and customizable tools to suit your unique business needs. Need to see a to-do list when you start your day? Don’t have a full-time staff member to run your help center? Have unique metrics you’re holding your support staff to? We’ve got brainstorming questions and best practices around customizing Essentials to meet your needs.
- **[Make Selling Simple with Sales Stages](https://help.salesforce.com/s/articleView?id=xcloud.essentials_sales_stages.htm&release=264.0.0&type=5)**  
    Sales stages help you organize how your business closes a deal, starting from lead creation and going all the way through closing an opportunity.
- **[Sync Emails and Activities](https://help.salesforce.com/s/articleView?id=xcloud.essentials_sync_emails.htm&release=264.0.0&type=5)**  
    Automatically bring your business emails and events into Salesforce with Einstein Activity Capture. Then your deals, cases, and contacts will show any related emails and events.
- **[Offer Customer Support in Essentials](https://help.salesforce.com/s/articleView?id=xcloud.essentials_offer_support.htm&release=264.0.0&type=5)**  
    Salesforce Essentials makes offering customer support easy. Track and solve your customers’ issues with cases, so nothing slips through the cracks. Keep your customers happy with self-service, live web chat and messaging, and phone support.
- **[Let Your Customers Help Themselves](https://help.salesforce.com/s/articleView?id=xcloud.essentials_self_service.htm&release=264.0.0&type=5)**  
    Give your customers the gift of self-service. When your customers can answer their own questions, your team can spend more time making deals and solving bigger customer issues. Write and organize articles with Knowledge that provide information about your business and answer common questions. Serve up your categorized articles in a help center so your customers can find exactly what they need. If they have a question that requires human intervention, they can log a case to your team. (Or if you’re feeling spiffy, you can offer live chat, too).
- **[Turn Emails and Social Media Posts into Cases](https://help.salesforce.com/s/articleView?id=xcloud.essentials_email_social_cases.htm&release=264.0.0&type=5)**  
    Use Email-to-Case to turn incoming emails to your support email address into cases in Salesforce. Social Customer Service automatically creates cases for social media mentions, posts, or direct messages from your company’s Facebook, Twitter, YouTube, and Instagram pages. Set up Email-to-Case, Twitter, and Facebook with guided setup flows.
- **[Use a Phone in Salesforce](https://help.salesforce.com/s/articleView?id=xcloud.essentials_phone.htm&release=264.0.0&type=5)**  
    A phone lets your team take and make calls alongside their other work in Salesforce. You can create a phone with Salesforce using Sales Dialer or Dialer for Essentials, or you can integrate a third-party phone product.
- **[Get the Most from Tasks](https://help.salesforce.com/s/articleView?id=xcloud.essentials_tasks_activities_contacts.htm&release=264.0.0&type=5)**  
    Tasks are to-do list items that help you keep track of your workload and meet important business objectives. If you're an individual contributor, you can use task reminders to stay on top of upcoming deadlines. If you're a manager, you can use tasks to align business processes and monitor productivity.