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.
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.
