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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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Automation Needs Missing Sales Targets Too Many Systems Analytics for Insights Inefficient Operations Governance
Like 55
Onboarding Time and Costs Vision and Roadmap
Like 28

Define Your Sales Process

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Inefficient Business Processes Automation Needs Missing Sales Targets Analytics for Insights Governance
Like 12
Inefficient Business Processes Automation Needs Missing Sales Targets Analytics for Insights Governance
Like 12
Inefficient Operations Automation Needs Governance Vision and Roadmap Process Optimization Close More Deals
Low Product Adoption Onboarding Time and Costs Vision and Roadmap Process Optimization Close More Deals
Low Product Adoption Onboarding Time and Costs Vision and Roadmap Process Optimization Close More Deals

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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