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cloud.analogy info@cloudanalogy.com +1(415)830-3899
Salesforce Essentials: Introducing Dialer, Chat,
Messaging, and More
cloud.analogy info@cloudanalogy.com +1(415)830-3899
Introduction
With the Summer Release, Salesforce added a
wide range of functionalities to Essentials through
add-ons like:
Dialer, Chat, Messaging, and Increased Storage
to smoothen the transition to Lighting Experience
and enabled Salesforce users to be smarter and
more productive.
cloud.analogy info@cloudanalogy.com +1(415)830-3899
What is Salesforce Lightning
Essentials?
Salesforce Essentials provide a pack of CRM features
and functionalities to help businesses grow, close
more deals, manage leads, and sell faster and smarter.
Sales Cloud Essentials - Implemented to sell smarter
and faster.
Service Cloud Essentials - Designed for the basic
management of customer support teams.
cloud.analogy info@cloudanalogy.com +1(415)830-3899
Benefits Of Salesforce Lightning
Essentials?
Fast and simple
CRM service set
up
Boost more Sales
Deliver excellent
customer service
Scalable for
growth of the
business
cloud.analogy info@cloudanalogy.com +1(415)830-3899
Dialer, Messaging, Chat, and
Increased Storage
● You can now add more features to Salesforce Essentials through add-ons like
Dialer, Messaging, chat, and enhanced storage.
● Import all your opportunities into Essentials with the help of the Data Import
Wizard.
● Embedded automated tasks into your website, or help center to help customers
complete the common tasks like reporting an issue, highlight interest in your
product or service, or troubleshooting a problem.
cloud.analogy info@cloudanalogy.com +1(415)830-3899
Merge your team’s phone with
Salesforce Lightning Dialer
Integrating your company phone calls to one
phone number with Dialer to have a better
chance of connecting with others in the team.
Users can call customers, receive calls, take
detailed notes, and call history automatically
within the platform.
Provide your customers’ Instant
Conversation with Chat and Messaging
cloud.analogy info@cloudanalogy.com +1(415)830-3899
Live Messaging is now a part of Service Cloud
essentials functionality. This is a terrific new and
enhanced feature that supports classic SMS messaging
and messaging apps like Facebook, Instagram, and
WhatsApp.
Embed web chat into your website or help center that
allows customers to log on to a case when the team is
unavailable.
cloud.analogy info@cloudanalogy.com +1(415)830-3899
Data Storage for select editions has increased
from 1GB TO 10GB, allowing organizations
to expand. This is a huge increase for the
customers that deal with a lot of accounts and
contacts.
Increased Data storage
cloud.analogy info@cloudanalogy.com +1(415)830-3899
Whether you are a newbie to the world of Salesforce or an existing Salesforce user,
Cloud Analogy is here to make your salesforce journey faster and easier at each stage.
We are a Salesforce community partner that would help grow your business.
Cloud Analogy supports all the editions of the Salesforce Lightning platform i.e. from
Lightning Essentials to Lightning Unlimited - we would help you with everything like
you want us to.
About Us
cloud.analogy info@cloudanalogy.com +1(415)830-3899
THANK YOU

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Salesforce Essentials: Introducing Dialer, Chat, Messaging, and More...

  • 1. cloud.analogy info@cloudanalogy.com +1(415)830-3899 Salesforce Essentials: Introducing Dialer, Chat, Messaging, and More
  • 2. cloud.analogy info@cloudanalogy.com +1(415)830-3899 Introduction With the Summer Release, Salesforce added a wide range of functionalities to Essentials through add-ons like: Dialer, Chat, Messaging, and Increased Storage to smoothen the transition to Lighting Experience and enabled Salesforce users to be smarter and more productive.
  • 3. cloud.analogy info@cloudanalogy.com +1(415)830-3899 What is Salesforce Lightning Essentials? Salesforce Essentials provide a pack of CRM features and functionalities to help businesses grow, close more deals, manage leads, and sell faster and smarter. Sales Cloud Essentials - Implemented to sell smarter and faster. Service Cloud Essentials - Designed for the basic management of customer support teams.
  • 4. cloud.analogy info@cloudanalogy.com +1(415)830-3899 Benefits Of Salesforce Lightning Essentials? Fast and simple CRM service set up Boost more Sales Deliver excellent customer service Scalable for growth of the business
  • 5. cloud.analogy info@cloudanalogy.com +1(415)830-3899 Dialer, Messaging, Chat, and Increased Storage ● You can now add more features to Salesforce Essentials through add-ons like Dialer, Messaging, chat, and enhanced storage. ● Import all your opportunities into Essentials with the help of the Data Import Wizard. ● Embedded automated tasks into your website, or help center to help customers complete the common tasks like reporting an issue, highlight interest in your product or service, or troubleshooting a problem.
  • 6. cloud.analogy info@cloudanalogy.com +1(415)830-3899 Merge your team’s phone with Salesforce Lightning Dialer Integrating your company phone calls to one phone number with Dialer to have a better chance of connecting with others in the team. Users can call customers, receive calls, take detailed notes, and call history automatically within the platform.
  • 7. Provide your customers’ Instant Conversation with Chat and Messaging cloud.analogy info@cloudanalogy.com +1(415)830-3899 Live Messaging is now a part of Service Cloud essentials functionality. This is a terrific new and enhanced feature that supports classic SMS messaging and messaging apps like Facebook, Instagram, and WhatsApp. Embed web chat into your website or help center that allows customers to log on to a case when the team is unavailable.
  • 8. cloud.analogy info@cloudanalogy.com +1(415)830-3899 Data Storage for select editions has increased from 1GB TO 10GB, allowing organizations to expand. This is a huge increase for the customers that deal with a lot of accounts and contacts. Increased Data storage
  • 9. cloud.analogy info@cloudanalogy.com +1(415)830-3899 Whether you are a newbie to the world of Salesforce or an existing Salesforce user, Cloud Analogy is here to make your salesforce journey faster and easier at each stage. We are a Salesforce community partner that would help grow your business. Cloud Analogy supports all the editions of the Salesforce Lightning platform i.e. from Lightning Essentials to Lightning Unlimited - we would help you with everything like you want us to. About Us