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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.
All resources indicated with an asterisk (*) require a Premier Success Plan or higher.
| Set Your Team Up for Success | ||
Explore Capabilities & Use Cases |
Gauge Implementation Readiness |
Manage Changes Trailhead: Sales Cloud Rollout Strategy Trailhead: Sales Operations Use Case and Best Practices Salesforce Blog: Build Your Admin Skills: User Management, Communication, and Change Management |
| Implement It Right the First Time | ||
Set Up and Configure Set Up and Maintain Your Salesforce Org Video: Data Visibility and Access |
Design Reports & Dashboards Video: Design Reports and Dashboards |
Plan for Go Live |
| Get the Most from Sales Cloud | ||
Train and Enable Users Trailhead: User Training and Enablement Trailhead: Lightning Experience for Salesforce Classic Users |
Improve and Customize Get to Know Salesforce Campaigns Enterprise Territory Management |
Measure and Optimize System Performance |
| Keep Learning | |
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Explore more in Salesforce Help. |
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Drive successful outcomes with Salesforce resources. |
