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Success Center

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

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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
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
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
Go Further with Your Setup
Sales Go Further Low Product Adoption Low Product Usage Speed to Value
Set Up Your Users
Sales User Management Low Product Adoption Low Product Usage Maximize Value
Import Your Sales Data
Sales Data Management Data Accuracy Speed to Value Analytics for Insights

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Sales Cloud

Expand All

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
Set Up Your Users
Sales User Management Low Product Adoption Low Product Usage Maximize Value
Connect Email and Calendar Apps with Sales Cloud
Sales Email and Calendar Integration Low Product Adoption Low Product Usage
Deliver Accurate Reporting
Sales Reports & Dashboards Automation Needs Data Accuracy Analytics for Insights
Go Further with Your Setup
Sales Go Further Low Product Adoption Low Product Usage Speed to Value

Service Cloud

Expand All

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
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