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Learning Objectives

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

  • Describe how to merge your duplicate cases like you merge duplicate accounts and contacts.
  • Discuss how to turn emails into support cases automatically with Email-to-Case for Google email accounts.
  • Describe how to run your small business from anywhere with the updated Salesforce mobile app.

Case Merge

Merge your duplicate cases like you merge your duplicate accounts and contacts with Case Merge. Now, you can consolidate up to three duplicate cases so you can get through the clutter and focus on what's important for your small business: your customers.

Learn more about Case Merge.

Email-to-Case Enhancements

Turn emails into support cases automatically with Email-to-Case for Google email accounts. In one easy setup flow, you can swiftly connect your Gmail inbox that receives customer support emails directly to Essentials. Start converting emails to support cases so you can efficiently resolve customer issues.

Learn more about Email-to-Case enhancements.

New Salesforce Mobile App Automatic Upgrade

Run your small business from anywhere with the updated Salesforce mobile app. This automatic upgrade increases your productivity on the go with an improved experience that reflects your personalized navigation in Essentials and prioritizes the information you use the most. You can also log notes and set tasks with Einstein Voice Assistant built into the app.

Salesforce mobile app UI

Learn more about the Salesforce mobile app upgrade.