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Get Started with Salesforce Go

Learning Objectives

After completing this unit, you’ll be able to:

  • Describe how Salesforce Go connects business goals with the right features.
  • Explain how Salesforce Go streamlines setup and drives user adoption.

If you’re like most Salesforce admins, you open your Admin Console dashboard each morning and see it: untapped potential.

Your org has grown fast. New teams. More tools. Constant requests. What started as a streamlined setup is now stretched thin. And you’re still at the center of it all, customizing processes, managing users, fixing what’s broken, and answering pings from every direction.

Between onboarding new reps, fine-tuning flows, and managing a packed to-do list, some signs start to surface. A portion of your licenses remain unused. Some users log in only occasionally. Valuable features go unexplored, not due to lack of relevance, but because bandwidth is limited.

You stuck a note to the side of your desk plant months ago based on a request by your sales manager: “Need a smarter way for sellers to prioritize the right opportunities and stop wasting time on deals that won’t close.”

And it’s still there, quietly judging you.

A sticky note about the new feature requirement stuck to a potted plant.

Salesforce provides a vast ecosystem of products and features, each with the potential to drive real impact when used effectively. But discovering what’s available to your company, understanding how it solves your specific challenges, setting it up seamlessly for users, and ensuring adoption? These can often feel fragmented and overwhelming. What’s needed now is a trusted, centralized resource, one that helps you unlock the full value of your company’s Salesforce investment with speed and clarity. That’s where Salesforce Go comes in.

Introducing Salesforce Go

Salesforce Go transforms how you engage with Salesforce, bringing every tool, insight, and possibility into one streamlined hub designed to maximize impact and accelerate results. Or, to say it without the buzzwords: it’s your all-in-one playground for discovering, reviewing, enabling, and tinkering with Salesforce features, minus the wild goose chase and tech-induced sighing. Salesforce Go brings everything together, making it easier to connect your business goals with the right tools. So, how does it do that?

By helping you…

Discover the Right Features for Your Goals

As a Salesforce admin, your goal is clear: Unlock the platform’s full potential to solve business challenges and drive productivity. With its vast ecosystem of products and features, Salesforce offers immense power, but finding the right tool at the right moment can be daunting. Whether you’re a field service professional looking to boost mobile worker efficiency or a financial services expert focused on delivering tailored wealth management, your needs are unique. Salesforce Go simplifies this complexity by grouping features into curated sets aligned to specific business objectives. With a clear goal in mind, discovering high-impact, value-driving features becomes not just possible, but intuitive.

Set Up Quickly and Consistently

Implementing Salesforce is rarely a one-size-fits-all journey. Different companies, sectors, and even individual Salesforce admins take distinct paths to reach the same business outcomes. But those paths are often winding, filled with prerequisites, permission settings, and disjointed configuration steps. At times, it can feel like navigating without a map. Salesforce Go brings clarity to this process by offering a consistent, streamlined setup experience. Features can be activated in minutes, guided by a step-by-step configuration journey and supported with all the contextual documentation you need, right where you need it. The result: fewer hurdles, faster setups, and a smoother path to value.

Drive Adoption

Implementing a Salesforce feature is only the first step toward making your workflows more efficient. But unless these tools are fully adopted and seamlessly integrated into your business processes, the core challenges remain. Salesforce Go gives you visibility into license allocation and usage, helping you drive adoption, unlock the platform’s full potential, and boost productivity.

Need to find a feature, set it up fast, and seamlessly add it to your employees’ workflow? Salesforce Go’s got you. It pulls everything into one spot so you’re not playing tab roulette or spelunking through setup menus. Take a look at how easy it is to access and get going.

Get Started with Salesforce Go

Accessing Salesforce Go is a simple, one-step process, right from your home page.

  1. Click Gear icon..
  2. Select Salesforce Go from the dropdown menu.

Salesforce Go home page.

That’s it! You’re taken to the Salesforce Go home page, a one-stop shop designed to empower admins like you with the right tools to simplify your work.

In the next unit, you explore the Salesforce Go interface and learn how to navigate its features to get the most out of your experience.

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