About Salesforce Essentials

Salesforce Essentials is a cloud-based helpdesk solution for small and midsize businesses. The product is built on the Salesforce platform and includes features such as contact management, a real-time activity feed and opportunity scoring.

Salesforce Essentials allows users to automatically track and sync emails, calls and scheduled meetings. Sales cases from different support channels can be collected and organized into a single view. Users have the option to follow up on leads and identify relevant contacts. They can also automate repetitive tasks and route each question to agents with availability. 

In addition, Salesforce Essentials offers tools such as e-signatures and customer surveys. Users can create custom lists and views to track customer details. Sales processes can be customized and automated as well. Native Android and iOS applications are available. In-app tutorials are included in the application for product features.

The solution is available on a subscription basis and support is provided via an online support portal.

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Supported Operating System(s):

Web browser (OS agnostic)

1 Reviews of Salesforce Essentials

Overall rating

5.00 / 5 stars

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March 2019

BINGRU from Smart Vision Labs, Inc.

Company Size: 2-10 employees

Review Source



Value for money


Customer support




March 2019

Salesforce, a necessary tool for your sales team


Easy to use, and track activities, manage pipelines.


Doesn't provide customer support, the salesforce community doesn't always have the answer for you.