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Success Center

Explore expert guidance designed to help you set up Salesforce, optimize features, and achieve your business goals.

Success Center

Explore expert guidance designed to help you set up Salesforce, optimize features, and achieve your business goals.

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Get to Know Sales Cloud
Sales Welcome Too Many Systems Missing Sales Targets Inefficient Operations
Get to Know Service Cloud
Service Welcome Too Many Systems Poor Customer Experience Inefficient Operations
Set Up Accounts and Contacts
Sales Accounts & Contacts Low Product Usage Speed to Value Maximize Value
Track Meaningful Sales Data
Sales Data Management Analytics for Insights Vision and Roadmap
Get to Know Marketing Cloud
Marketing Welcome Too Many Systems Inefficient Business Operations
Get to Know the Benefits of Premier and Signature Success Plans
Premier Low Product Adoption Speed to Value Maximize Adoption
Create and Manage Cases
Service Case Management Inefficient Operations Poor Customer Experience Too Many Systems
Get to Know Email Studio
Marketing Welcome Low Product Adoption Speed to Value Inefficient Operations
Discover Best Practices with Expert Coaching
Premier Low Product Adoption Speed to Value Maximize Adoption

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Sales Cloud

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Get to Know Sales Cloud
Sales Welcome Too Many Systems Missing Sales Targets Inefficient Operations
Track Meaningful Sales Data
Sales Data Management Analytics for Insights Vision and Roadmap
Set Up Accounts and Contacts
Sales Accounts & Contacts Low Product Usage Speed to Value Maximize Value
Import Your Sales Data
Sales Data Management Data Accuracy Speed to Value Analytics for Insights
Get to Know High Velocity Sales
Sales High Velocity Sales Scalability & Performance Close More Deals
Enable High Velocity Sales Features
Sales High Velocity Sales Scalability & Performance Close More Deals
Configure High Velocity Sales Features
Sales High Velocity Sales Scalability & Performance Close More Deals
Get Started with Sales Cadences and the Work Queue
Sales High Velocity Sales Scalability & Performance Close More Deals

Service Cloud

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Get to Know Service Cloud
Service Welcome Too Many Systems Poor Customer Experience Inefficient Operations
Create and Manage Cases
Service Case Management Inefficient Operations Poor Customer Experience Too Many Systems
Automate Case Tasks with Rules and Queues
Service Rules & Queues Automation Needs Poor Customer Experience Inefficient Operations
Import and Manage Service Cloud Data
Service Data Management Data Accuracy Speed to Value Analytics for Insights
Set Up Your Users
Service User Management Too Many Systems Poor Customer Experience Inefficient Operations
Support Your Team's Productivity
Service Case Management Inefficient Operations Poor Customer Experience Too Many Systems
Deliver Accurate Reporting
Service Reports & Dashboards Data Accuracy Analytics for Insights Process Optimization
Go Further with Your Setup
Service Go Further Low Product Adoption Low Product Usage Speed to Value Maximize Value
Get to Know Marketing Cloud
Marketing Welcome Too Many Systems Inefficient Business Operations
Organize Contacts
Marketing Data Management Data Accuracy Speed to Value Analytics for Insights
Define Your Content Strategy
Marketing Go Further Low Product Adoption Low Product Value Speed to Value
Get to Know Email Studio
Marketing Welcome Low Product Adoption Speed to Value Inefficient Operations
Build Compelling Emails
Marketing Email Studio Low Product Adoption Speed to Value Data Accuracy
Go Further with Email Marketing
Marketing Email Studio Scalability and Performance Analytics for Insights
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