Tune in to Trailblazers Innovate for Salesforce product news,
demos, and latest roadmaps. Register here.
close
Start tracking your progress
Trailhead Home
Trailhead Home

See What’s New with Essentials and Employee Experience

Learning Objectives

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

  • Describe how to bring all your customer data into Essentials faster.
  • Discuss how to find the latest hands-on workshops and resources to help you get the most out of Essentials.
  • Describe how to access Quip template metrics in Salesforce.

Data Import Wizard Enhancements

Bring all your customer data into Essentials faster with enhanced Data Import. Now you can easily upload the information you’ve stored in spreadsheets using the guided step-by-step walkthrough—so you can start selling smarter and faster.

In-App Help Enhancements

Now in-app help provides the latest hands-on workshops and resources to help you get the most out of Essentials. With a highlight reel that showcases guided setup, workshops, and how-to videos, you can find all the resources you need without leaving Essentials.

In-app help pop-up screen in Essentials

Quip: Template Usage Reporting

Access Quip template metrics in Salesforce. Track usage for specific templates and processes in Quip, and view metrics alongside other Sales and Service data.

Learn more about Template Usage Reporting.