Sales for Salesforce Foundations

Boost your sales productivity with Salesforce Foundations navigation and user interface features.

With Quick Settings, customize sales stages to fit your processes in a few clicks. Click to open the Quick Settings panel, and then select Sales Stages. Manage customer relationships more efficiently with the vertical navigation bar, Accounts app, and Contacts app. These navigation settings help you quickly find and update information about your customers and their businesses.

Foundations comes with access to Email Builder Lite, which streamlines the process of creating and sending batch emails directly from a List view. To enable Email Builder Lite, go to Setup. In the Quick Find box, enter and select Salesforce Foundations. Under Foundations Apps and Features, enable Email Builder Lite for Sales. After you've enabled Email Builder Lite, select whether you want it exposed to users through the User Interface Setup page.

Foundations also includes invoice generation, which allows sales reps to generate and share invoices without leaving Salesforce. Reps can generate a professional PDF invoice directly from an opportunity or quote record and email it to the customer immediately. They can also create and manage invoices from the Invoices tab. To enable Invoice Management, go to Setup. In the Quick Find box, enter and select Salesforce Foundations. Under Foundations Apps and Features, enable Invoice Management.

If you upgraded from Starter or Pro Suite to a supported edition in Sales Cloud, review the additional sales features your users can access. See the Sales Pricing Guide and corresponding Salesforce documentation for each feature. To get started, we’ve included links to features that other customers have found helpful to drive more sales.

Note To retain all existing Sales functionality, including access to Einstein Conversation Insights, orgs upgrading to Service Cloud Enterprise Edition or higher must purchase Sales Cloud.