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Salesforce Essentials Help Desk Review

Salesforce Essentials Help Desk OUR SCORE 97%
starting price $25
our score 97%
free trial
  1. What is Salesforce Essentials Help Desk
  2. Product Quality Score
  3. Main Features
  4. List of Benefits
  5. Technical Specifications
  6. Available Integrations
  7. Customer Support
  8. Pricing Plans
  9. Other Popular Software Reviews

What is Salesforce Essentials Help Desk ?

Salesforce Essentials Help Desk is an innovative solution launched in 2017 with two modules: the Service Cloud (customer support module) and the Sales Cloud (CRM module). It is a groundbreaking platform that empowers small sales teams with built-in intelligence to enable them to sell faster and smarter. Besides, the application assist customer support teams in organizing and managing support channels to provide excellent service. Salesforce Essentials provides robust features that enable SMBs to leverage the business tools offered by the Salesforce’s Cloud. It also makes it easy for businesses to observe the best practices in creating sales & customer solutions that are budget-friendly, easy to set up, and easy to maintain. Some of its main features include collaboration tools, inquiry routing, task automation, productivity tools, task management, sales pipeline tracking, help desk tools, and opportunity management.

Product Quality Score

Ease of use
Customer support
Value for money

Salesforce Essentials Help Desk features

Main features of Salesforce Essentials Help Desk are:

  • Page Layouts
  • Help Desk Tools
  • Opportunities Management
  • Productivity Tools
  • User-Friendly Knowledge Base
  • Salesforce Mobile App
  • Collaboration Tools
  • Email Optimization
  • Inquiry Routing
  • Case Auto-assignment
  • Reports and Dashboards
  • Task Management
  • Lightning App Builder
  • Task Automation
  • Intelligent Self-Service Sites
  • Macros
  • Trailhead
  • Custom Profiles
  • Customer Communities
  • 360-Degree Customer View
  • Activity Tracking
  • Sales Pipeline Tracking
  • Case Escalation Rules & Queues
  • Multi-Channel Console
  • Setup Assistant
  • Drag-and-Drop Interface
  • Lead/Contact Account Management

Salesforce Essentials Help Desk Benefits


The main benefits of Salesforce Essentials are consistent experiences, powerful CRM integration, and customer self-service. Here are the main details:

Deliver consistent experiences

Brand consistency is paramount in helping businesses meet the demands of today’s consumer. Delivering inconsistent experiences is a detriment to any business as it drives customers away.

Salesforce Essentials is designed with tools to enhance connectivity and cohesion across all touchpoints. The platform allows you to connect with customers and have real-time communication via the chat feature. Besides, Salesforce Essentials allows you to continue the conversation with the customer on the telephone.

Powerful CRM integration

In addition, Salesforce Essentials Service Cloud integrates seamlessly with the innovative Salesforce CRM solution. The powerful integration enables businesses to access robust features and functionality to streamline the deployment of the CRM-service setup. Implementing the CRM-service is easy thanks to the setup assistant, self-guided tutorials, and the set of out-of-the-box tools. Once the system is configured, it assists the sales teams in following up leads and identifying contacts to boost sales.

Customer self-service

Customer self-service is slowly becoming a norm in today’s business world. Often, customers look for solutions to their problems without having to contact the customer support staff. For instance, customers feel comfortable searching for quick answers to product related questions on their own.

Salesforce Essentials is designed to enable customers in their quest to solve problems on their own. The solution’s help desk module provides tools that enable you to create an easy-to-navigate customer support portal. The support portal contains vital information such as the FAQs, which provide quick and accurate answers to issues affecting your consumers.

Technical Specifications

Devices Supported

  • Web-based
  • iOS
  • Android
  • Desktop

Customer types

  • Small business
  • Medium business
  • Enterprise

Support Types

  • Phone
  • Online

Salesforce Essentials Help Desk Integrations

The following Salesforce Essentials Help Desk integrations are currently offered by the vendor:

  • HelloSign
  • Xactly
  • G Suite
  • Dropbox
  • Nicereply
  • MailChimp
  • Twitter
  • GetFeedback
  • Facebook


Customer Support


Pricing Plans

Salesforce Essentials Help Desk pricing is available in the following plans:

Free trial