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Included Features in Salesforce Foundations
Explore the features that come with Salesforce Foundations.
Required Editions
| Available in: View supported editions. |
Marketing
Reach new audiences and engage with people who follow your brand. With the Marketing app, get streamlined access to powerful tools such as flows and segments that help you build effective campaigns.
These Marketing features are included with Salesforce Foundations:
| Feature | How You Use It | Resources |
|---|---|---|
| Campaigns | Plan and measure the effectiveness of your marketing efforts. | |
| Landing Pages and Forms | Create promotional pages for campaign content or calls to action. | Salesforce Help: Create and Manage Forms Salesforce Help: Create and Manage a Landing Page Trailhead: Lead Generation with Marketing Cloud Signup Forms |
| Segments | Categorize your customers and improve marketing engagement. | Salesforce Help: Marketing Segments |
| Send List | Create segments and send emails directly from your Contact and Lead list views. | |
| Flows and Flow Templates | Use flows to automate content distribution and data collection for your campaigns. | |
| Einstein Send Time Optimization (STO) | Make sure messages reach customers when they’re most likely to engage. | Salesforce Help: Model Card: Einstein Send Time Optimization |
| People Scoring | Evaluate and score contacts and leads based on how likely they are to buy from you. | Salesforce Help: People Scoring |
| Web Tracking | Track visitor activities and engagement across your web pages. | Salesforce Help: Configure Web Tracking |
Commerce
Boost your sales with direct-to-consumer (D2C) online stores. Take advantage of the store templates to create and customize your store. Define customer experiences, including search, carts, and checkouts. Get paid faster. When an opportunity closes, you can generate secure payment links for customers from the Sales Opportunity page.
These Commerce features are included with Salesforce Foundations. Refer to the D2C content only for the resources provided.
| Feature | How You Use It | Resources |
|---|---|---|
Storefront* |
Create a seamless shopping experience across mobile and web. Launch your D2C online store with easy, guided steps. | |
| Pay Now | Create secure payment processing for your opportunities. | Trailhead: Salesforce Pay Now (see Pay Now with Salesforce Starter) |
Search and SEO* |
Drive more traffic to your D2C online store and make sure customers can easily find products. |
*This feature will be available later this year.
Data Cloud
Salesforce Foundations comes with Data Cloud to unify your data, power your segmentation, and make sure your structured and unstructured data is integrated and AI-ready. Additionally, Data Cloud helps you manage marketing consent data and create targeted audiences for campaigns. It also powers features so you can send online store order confirmation emails and marketing messages.
These Data Cloud features are included with Salesforce Foundations:
| Feature | How You Use It | Resources |
|---|---|---|
| Segmentation | Break down your data to understand, target, and analyze your customers. | |
| Unified Profile | Consolidate data into one view to better understand and engage with your customers. | Salesforce Help: Unify Source Profiles |
AI Agents
Agents are goal-oriented, autonomous AI assistants that perform tasks and business interactions so your teams can focus on high-value work. With Salesforce Foundations, you get a set of agent conversations to get started with Agentforce for Sales and Agentforce for Service.
| Feature | How It Helps You | Resources |
|---|---|---|
| Sales Coach | Intelligently gives reps personalized, actionable, and stage-specific feedback on their sales pitch or role-play session. | Salesforce Help: Sales Coach Agent |
| Sales Development Agent | Intelligently engages leads with personalized content, answers common questions, and schedules meetings. | Salesforce Help: Agentforce SDR |
| Service Agent | Intelligently supports your customers with common inquiries and escalates complex issues. | Salesforce Help: Agentforce Service Agent |
Service
Provide personalized support to your customers, improve agent productivity, and deliver faster resolutions. Track customer support issues, share helpful information, and communicate with customers directly from your CRM. Each activity with your customers is available for reference so you or anyone on your service team can jump in with the most up-to-date information to help your customers.
These Service features are included with Salesforce Foundations:
| Feature | How You Use It | Resources |
|---|---|---|
| Foundations Service Console | Track customer support issues, share helpful information, and communicate with customers directly from your CRM. | Salesforce Help: Solve Customer Issues Faster |
| Knowledge Management | Save time searching for information and provide accurate help articles to your customers. | Salesforce Help: Create a Knowledge Base with Salesforce Knowledge |
| Omni-Channel Routing | Assign cases to the right agents based on availability and expertise. | |
| Email-to-Case | Track email conversations related to customer support cases. | Salesforce Help: Email-to-Case Threading |
| Macros | Complete repetitive or complex tasks with one click. |
Sales
Take advantage of the same sales features that you already have. Manage your leads, opportunities, and customer interactions in the Sales Console. Efficiently track tasks and use forecasting tools for informed decision-making. Take control of your entire sales pipeline, from prospecting to closing.
These Sales features are included with Salesforce Foundations:
| Feature | How You Use It | Resources |
|---|---|---|
| Opportunity management | Manage your sales deals that are in progress. | |
| Account management | Store contact information about the groups or companies that you do business with. | |
| Contact management | Store information about people who you do business with. | |
| Lead management | Track information about your potential customers. | |
| Email Builder Lite | Create and send batch emails to your Sales contacts and leads directly from a List view. | |
| Invoice generation | Create and manage invoices directly within your existing workflow. |
User Interface Improvements
These apps and user interface features are included with Salesforce Foundations:
| Feature | How You Use It | Resources |
|---|---|---|
| Home app | Keep up with recent activity and personalize cards that appear to quickly access the most important things to you. Get activity suggestions to boost productivity. | Salesforce Help: Getting Started |
| Vertical navigation bar | Switch between apps more easily for an improved navigation experience. | |
| Accounts app | Use accounts to store information about customers or individuals you do business with. Salesforce Foundations provides a dedicated app for accounts, which you can add to the vertical navigation bar. |
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| Contacts app | Use contacts to store information about the people you do business with. Contacts are most often associated with an account but can also be associated with other records such as opportunities. Salesforce Foundations provides a dedicated app for contacts, which you can add to the vertical navigation bar. |
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| Quick Settings | Access the most frequently used setup tools or access other advanced options. | Salesforce Help: Setup Best Practices Simplified Navigation and Easy Access to Important Tasks: Quick Settings |
