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          Implement Salesforce Foundations

          Implement Salesforce Foundations

          After you’ve reviewed the considerations and determined which foundational features to add, you’re ready to set up the suite experience. Turn on user interface and navigation settings, assign permissions to users, and set up features across Sales Cloud, Service Cloud, Marketing Cloud, Commerce Cloud, and Data Cloud.

          • Salesforce Foundations Setup
            Save time and effort with the Salesforce Foundations setup page. After you review the considerations, add products to your Salesforce org with Your Account and configure key settings to change feature and app availability.
          • User Interface and Navigation Enhancements
            Learn how to turn on the user interface features that come with Salesforce Foundations. Boost your productivity with simplified navigation and manage app visibility for your users.
          • Permission Set Groups for Salesforce Foundations
            Give users access to Service Cloud, Marketing Cloud, Commerce Cloud, and Data Cloud for Salesforce Foundations. To save you time on permission assignment, Salesforce Foundations comes with standard permission set groups. These permission set groups are made up of standard permission sets that grant users access to common features and functionality based on user jobs. If you prefer permission sets for user management, assign the standard permission sets instead. To grant users access to other foundational features, review the corresponding Salesforce documentation.
          • Sales for Salesforce Foundations
            If you have one of the supported editions, you have the foundational Sales features that come with Salesforce Foundations, and there is no setup. Review user interface and navigation settings that can help your sales teams work more efficiently. To incorporate lighter, faster email builder into your Sales experience, enable Email Builder Lite. If you upgraded from Starter or Pro Suite to another edition, you keep foundational Sales features and previous permission set group assignments.
          • Set Up Service for Salesforce Foundations
            Assign the General User or Service User permission set group. These permission set groups grant users access to features like the Foundations Service Console.
          • Set Up Data Cloud for Salesforce Foundations
            After the required products for Salesforce Foundations are added, you’re ready to set up Data Cloud for Salesforce Foundations.
          • Set Up Marketing for Salesforce Foundations
            Configure the required email settings and give users access to the Marketing app.
          • Set Up Commerce for Salesforce Foundations
            Assign users access to the Commerce app and features.
           
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