How To Write a Business Plan in 9 Steps - Salesforce
Every thorough plan for a business opens with an executive summary that provides a brief description of the business, a mission statement, the products and ...
Salesforce Essentials for Small Business
Creating a plan for your business can seem like an overwhelming project. Especially, if it’s your first business or you lack a background in finance or operations. Luckily, there are a number of resources available online, including Trailhead’s “ <anchor>Salesforce Essentials for Small Business</anchor>” lesson, which helps you write a detailed plan. Your options vary based on your specific industry or product offering. However, all plans share a similar outline that you can follow when writing your own.
Small Business CRM Benefits & Basics | Salesforce Trailhead
Small Business CRM Benefits & Basics \| Salesforce Trailhead

[Skip to main content](#main)

Join Trailblazers for Dreamforce 2024 in San Francisco or on Salesforce+ from September 17-19. [Register now](https://www.salesforce.com/dreamforce?&utm_source=trailhead&utm_medium=web-notification-bar&utm_campaign=last_chance&d=7013y000002aUwSAAU)

![](https://res.cloudinary.com/hy4kyit2a/f_auto,fl_lossy,q_70/learn/modules/salesforce-essentials-small-business/c23c0a89e0f6b1933830cb9aa4faf57f_badge.png)

Module

# Salesforce Essentials for Small Business

Learn how your business can benefit from this out-of-the-box CRM.

[Start](/content/learn/modules/salesforce-essentials-small-business/benefits-crm-small-business)

+200 points

Beginner

End User

~10 mins

#### Skills you will gain

Complete the badge to build your expertise.
[Learn More](/help?article=Trailblazer-Skills-List)

- [**Business Solutions**](/en/search/learning?sort=RELEVANCE&skills=business_solutions)

#### Products

- [**Salesforce Platform**](/en/search/learning?sort=RELEVANCE&products=products_salesforce_platform_22_2024)

#### Discover More

[Dive into Salesforce Platform](https://salesforce.com/platform?d=701ed000001SBEVAA4)

Learn how Salesforce Platform helps businesses of every size.


[See a live demo of Salesforce Platform](https://salesforce.vidyard.com/watch/y5M3io1fZBdsMS5kd1uTTb/?d=701ed000001S6ujAAC)

Learn how Salesforce customers build their AI Enterprise.


[Try Salesforce Platform Today](https://www.salesforce.com/form/signup/freetrial-platform?d=701ed000001R1doAAC)

Start a free Salesforce Platform trial today to experience it yourself.


+200 points

Beginner

End User

~10 mins

[Explore the Benefits of CRM for Small Businesses](/content/learn/modules/salesforce-essentials-small-business/benefits-crm-small-business)

~5 mins

[Incomplete](/content/learn/modules/salesforce-essentials-small-business/benefits-crm-small-business)

[Learn the Basics of Salesforce Essentials](/content/learn/modules/salesforce-essentials-small-business/learn-basics-salesforce-essentials)

~5 mins

[Incomplete](/content/learn/modules/salesforce-essentials-small-business/learn-basics-salesforce-essentials)

![](https://res.cloudinary.com/hy4kyit2a/f_auto,fl_lossy,q_70/learn/modules/salesforce-essentials-small-business/c23c0a89e0f6b1933830cb9aa4faf57f_badge.png)

~10 mins

## **Available on the following trail**

- [Discover Salesforce Essentials](/content/learn/trails/discover_salesforce_essentials)