Sales Basics

Generate the best leads, manage opportunities through the sales pipeline, and cultivate relationships with existing accounts. Plus, forecast revenues, set up sales territories, and organize your reps into selling teams.

Note For usage restrictions that apply to this product, see this document.

Note Sales Cloud is now Agentforce Sales. You may see references to Sales Cloud in our application and documentation.

• Learn About, Implement, and Optimize Sales Features
  Agentforce Sales (formerly Sales Cloud) provides everything for the sales side of your business. Get started configuring Salesforce so your sales teams can generate the best leads, manage opportunities through the sales pipeline, and cultivate relationships with accounts. Plus, help your sales leaders forecast incoming revenue and manage sales territories.
• See an Overview of Metrics, Goals, Suggestions, Tasks, and Activities in Seller Home
  Sales team members can start their day with a bird’s eye view of their business. Seller Home shows users an overview of their opportunities, accounts, leads, and contacts, along with their day’s agenda. Seller Home also lets users set goals and track progress and view their to-do items, recent records, and contact suggestions from Einstein.
• Get AI-Generated Summaries of Accounts, Contacts, Leads, and Opportunities
  Harness the power of generative AI to help sales teams access key information about essential records. With Einstein Summary, sales reps can get up to speed, stay up to date, and better prepare for customer conversations. They don’t have to manually sift through details or leave the record page so they can save time and effort.
• Organize and Find Records Easily with Personal Labels
  Apply your own labels to records to help you organize, track, and find the records you need quickly and easily. Add labels to records related to a region, project, campaign, or anything else that helps keep work organized. Labels that you add to records are separate from labels added to To Do List items.
• Sales Workspace
  Focus on what matters most with a guided, AI-driven workspace that surfaces key insights and recommends the next best actions. Sales Workspace replaces the traditional Seller Home and provides a unified view of important metrics and prioritized, AI-driven tasks. With this intelligence, sales teams can spend less time figuring out what to do and more time building relationships and closing deals.
• Capture ROI with Campaigns
  Organize and track your marketing efforts with Salesforce campaigns. When you align your campaign structure to your business processes and strategies, you can report ongoing marketing performance and ROI across activities and segments.
• Turn Opportunities into Deals
  Move opportunities through the sales process, and track exactly what you're selling and for how much.
• Manage Accounts and Contacts
  Track the people and companies you do business with. Store information, collaborate on accounts, access the records you need.
• Showing Customers and Prospects on a Map
  Let your reps identify customers and prospects on a map. That way, your reps can better plan their routes with fewer miles and set up appointments with fewer gaps in their schedules using Salesforce Maps Lite.
• Manage a Sales Team
  Forecast sales based on your opportunity pipeline, set up sales territories, and organize reps into selling teams. Split revenue and credit for deals even if you use multiple currencies. Use Path and WDC to help reps follow your business process and increase performance.
• Artificial Intelligence and Sales Cloud
  AI makes the sales process smarter at every step. Salesfore’s AI technology—Einstein—automates data entry and predictive analysis so you can make every selling moment count.
• Digital Engagement for Sales
  Sales reps who use the Lightning Sales Console can use digital channels to stay in touch with prospects. Digital channels include multiple types of messaging apps and chat. Plus, Omni-Channel lets sales managers route communications to the right sales team. Sales Engagement users can use digital channels from the workflow queue. Learn about the digital channels that are available for the Sales Console.
• Contact and Lead Imports
  If you have permission to import data, you can import up to 50,000 contacts and leads at a time by using a CSV file and a simplified import flow. If you have access to the Data Import Wizard, or are part of an Einstein Activity Capture configuration that allows contact syncing, you can select the method you want to use at the time of import.
• More Sales Features
  Locate documentation for earlier versions of features we've upgraded.
• Resources for the Sales Professional
  In addition to Salesforce Help, Salesforce creates guides and tip sheets to help you learn about our features and successfully administer Salesforce.