Cross-Product

Outbound Engagement helps to communicate with a target audience that includes customers, partners, or referrals by sending personalized emails.

See what’s new in Salesforce for Slack Integrations apps, tools, and services.

Improve channel performance and productivity by pairing channel management with partner experiences. Partner Relationship Management (PRM) and PRM for Slack join AI and automation, giving channel managers an integrated set of tools to build programs that scale revenue and reduce costs.

Use Slack and Salesforce together to collaborate seamlessly and deliver team success from anywhere.

Learn from recommendations and best practices to improve your experienced availability.

Explore a better way to make offline record data available to your users with Briefcase Builder. Briefcase Builder helps you select records to share offline with Field Service workers by efficiently narrowing down record data based on the users and connected apps that you select.

Welcome to Salesforce, the award-winning cloud computing service designed to help you manage your customer relationships, integrate with other systems, and build your own applications! Here are some key concepts to help you understand the Salesforce products and editions and guide you through common tasks in Salesforce.

Collaborate and create, all in one place. With Quip, users can project manage with living documents and spreadsheets that centralize teamwork. With Quip and Salesforce, users can collaborate to make smarter, faster decisions—all within the context of their Salesforce data.

SalesforceA is scheduled for retirement in all Salesforce orgs as of June 2022. SalesforceA is a mobile app for Salesforce administrators. When you’re away from your desk, you can use your phone or tablet to perform essential administration tasks like resetting passwords, freezing users, and viewing current system status.

Hey Trailblazer! Let’s get you started by creating your own Trailblazer account so you can access Salesforce digital properties with a single login. It’s easy, and with it you can start blazing your own trail in no time.

Manage your channel partner operations.

Understand the Salesforce Consent Data Model, its components, and purpose. Then use that data model to manage and respect consent preferences in Marketing Cloud Engagement.

Get more out of your Salesforce experience with Salesforce Foundations.

Salesforce CMS is a hybrid content management system, where you can curate and share content and control who creates what.

Work your way toward complying with data protection and privacy regulations. Regardless of the regulations and policies with which you’re complying, we give you guidance to help you evaluate the best way to meet your requirements.

Salesforce Suites brings sales, service, marketing, commerce, AI, and Slack functionality together in a single app to get more done in less time. For companies new to Salesforce or Customer Relationship Management (CRM), Salesforce Suites offers a simplified experience that’s quick and easy to set up and onboard team members. Because it’s built by Salesforce, Suites is scalable to adapt to the unique, changing needs of your business. Explore help for basics of using Salesforce Suites, release updates, and more.

Salesforce Essentials lets you see all of your customer information in one place. Sell smarter and faster with built-in intelligence, and provide personalized service to every customer. Build reports and dashboards to fit your needs so you can dynamically visualize your company’s vital data, such as deals won and cases closed.

Deliver identity and access management services directly from your Salesforce org. With Salesforce identity services, you can authenticate users across your orgs, Experience Cloud sites, and digital channels to provide authorized access to your data.

Mobile application security addresses any concerns you may have when evaluating Salesforce mobile apps for your organization.

Use Mobile Publisher to create a customized and branded version of the Salesforce mobile app. When your users can identify the app with your brand, they’re more likely to use it, which increases adoption.

Omnistudio provides a suite of services, components, and data model objects that combine to create Industry Cloud applications. Create guided interactions using data from your Salesforce org and external sources.

Install or upgrade Omnistudio and Omnistudio for Managed Packages, including setting up permissions and changing settings for Omnistudio runtime and Metadata API support.

Salesforce is a powerful tool, but as veteran administrators know, maintaining a suite of features can be cumbersome. Salesforce Optimizer takes the guesswork out of how to best maintain features so that they can be optimized to help your users get work done. Run Salesforce Optimizer in sandbox or production to get recommendations for feature improvement, clean up customizations, reduce complexity, and drive feature adoption. Receive a personalized report with advice and recommendations about how you can improve your implementation.

Welcome to Partner Cloud – Manage the full partner lifecycle in Salesforce by recruiting, onboarding, enabling, and co-selling with partners while providing secure access to data and workflows.

The Salesforce mobile app is Salesforce on the go! This enterprise mobile experience gives you access to the same information you see in the office, but organized for getting work done between customer meetings, while waiting for a flight, even when you’re in line for coffee. The mobile app includes many of your org’s customizations, so it’s tailored to your business needs. Salesforce for iOS is available from the App Store, and Salesforce for Android is available from Google Play. The Salesforce mobile app is included with all Salesforce orgs.

The Salesforce mobile app is Salesforce on the go! This enterprise mobile experience gives you access to the same information you see in the office, but organized for getting work done between customer meetings, while waiting for a flight, even when you’re in line for coffee. The mobile app includes many of your org’s customizations, so it’s tailored to your business needs. Salesforce for iOS is available from the App Store, and Salesforce for Android is available from Google Play. The Salesforce mobile app is included with all Salesforce orgs.

Optimize and test your implementations. Troubleshoot errors, identify issues with application performance, and improve how you scale.

How to protect sensitive data without locking up critical business functionality.

As a Salesforce administrator—that is, a user assigned to the Administrator profile—you’re responsible for setting up your online organization, which means adding users and configuring the system for your needs.

Salesforce My Trust Center (beta) and Trust Status are both Salesforce websites that provide crucial updates about the availability and performance of your products and services.

Digital Wallet is a free account management tool that gives you near real-time data and tools to monitor and manage how you use your Digital Wallet-enabled consumption-based Salesforce products. The resources linked here will help you navigate Digital Wallet and teach you how to use it efficiently to give you valuable insights into usage trends for your consumption-based products.

Salesforce Solution Kits are recommended solutions that help solve common, cross-product, or cross-cloud business use cases.