Essentials License Workshop *

Understand the benefits of Essentials for small business and what key features are available out-of-the-box for your org.

This Course is Ideal for:

  • Any Salesforce User

Modules

  • Setting up and navigating your org
  • Understanding the Data model – Objects, records, fields​
  • Accounts, Contacts, Leads & Opportunities​
  • Working on the go with the Mobile App
  • Increase collaboration with Chatter​
  • Get more done – Using Files, List Views and Activities​
  • Analyze data with Reports & Dashboards​
  • Using Cases to deliver exceptional customer experiences

*This course is for Essentials License holders, it is not for Professional Edition (PE) or Enterprise Edition (EE) holders.