Tech Tip #31

Simplify Feature Discovery and Setup with Salesforce Go

Discover and quickly set up features available in your Salesforce edition from one centralised location in Setup with the new Salesforce Go!

Easily assign user permissions, complete prerequisites and required configuration steps, and even monitor feature usage. Explore the potential of unused and new features with helpful resources.

Key Features:

  • Find and set up features within your Salesforce edition from a single Setup location.
  • Assign user permissions and manage prerequisites directly within Salesforce Go.
  • Monitor feature usage to understand adoption and impact.
  • Access videos, interactive tours, Trailhead modules, and Salesforce Help articles for guidance.
  • Purchase add-on licences for some features directly (if your Account app is enabled).

How To Use It:

1. Navigate to Setup by clicking the gear icon.

2. Select Salesforce Go.

3. Explore feature sets based on your business goals or search for specific features.

4. Follow the guided steps to turn on and configure selected features.

Available in: Lightning Experience in Pro Suite, Professional, Enterprise, Performance, Unlimited, and Developer editions.

View requires “View Setup and Configuration”; enabling features requires “Customise Application”.

Learn more here: Read more