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Get to Know Sales Cloud

Discover how Sales Cloud helps your team stay on track, streamline workflows, and build strong customer relationships.

Follow Guidance in Salesforce

Get guidance on essential steps right as you work in Sales Cloud.

Download the Checklist

Jumpstart Your Setup

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H&T
H&T 1.5 hrs

Expert Coaching Session

Get a Setup Overview from our Experts

Attend a Session →
Automation Needs Missing Sales Targets Too Many Systems Analytics for Insights Inefficient Operations Governance
Like 53
Trailhead
Trailhead 15 mins

Module

Discover How to Build Skills on Trailhead

Learn on Trailhead →
Onboarding Time and Costs Vision and Roadmap
Like 27
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Define Your Sales Process

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Trailhead
Trailhead 20 mins

Module

Discover How to Drive Success with Sales Cloud

Learn on Trailhead →
Inefficient Business Processes Automation Needs Missing Sales Targets Analytics for Insights Governance
Like 12
Trailhead
Trailhead 15 mins

Trail

Define Your Rollout Strategy

Learn on Trailhead →
Inefficient Business Processes Automation Needs Missing Sales Targets Analytics for Insights Governance
Like 12
Trailhead
Trailhead 10 mins

Trail

How to Customize Objects and Fields

Learn on Trailhead →
Inefficient Operations Automation Needs Governance Vision and Roadmap Process Optimization Close More Deals
Like 6
Trailhead
Trailhead 20 mins

Trail

Optimize Sales Processes with Path

Learn on Trailhead →
Low Product Adoption Onboarding Time and Costs Vision and Roadmap Process Optimization Close More Deals
Like 0
H&T
H&T 1.5 hrs

Expert Coaching Session

Get Expert Setup Guidance

Premier and Signature Success Plan customers can request an individual follow-up after the session.

Attend a Session →
Low Product Adoption Onboarding Time and Costs Vision and Roadmap Process Optimization Close More Deals
Like 0
Premier Flag

Set Up 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
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

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