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Go Further with Your Setup

Explore best practices designed to help you and your team save time, be more productive, and build stronger customer relationships.

Steps

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H&T
H&T

Knowledge Article

Get User Management Best Practices

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Low Product Adoption Low Product Usage Speed to Value Maximize Value Process Optimization
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H&T
H&T

Knowledge Article

Get Data Management Best Practices

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Low Product Adoption Low Product Usage Speed to Value Vision and Roadmap Maximize Value Process Optimization
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H&T
H&T

Knowledge Article

Get Email Integration Best Practices

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Low Product Adoption Low Product Usage Speed to Value Maximize Value Process Optimization
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H&T
H&T

Knowledge Article

Get Custom Objects Best Practices

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Low Product Adoption Low Product Usage Speed to Value Automation Needs Maximize Value Process Optimization
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Other
Other

Other

Connect With the Getting Started Community

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Low Product Adoption Low Product Usage Speed to Value Vision and Roadmap Maximize Value
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Other
Other

Other

Connect With the Email Integration Community

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Low Product Adoption Low Product Usage Speed to Value Maximize Value Maximize Adoption Connected Ways of Working
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Other
Other

Other

Connect With the Reporting Community

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Low Product Adoption Low Product Usage Speed to Value Automation Needs Analytics for Insights Data Accuracy
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Trailhead
Trailhead 7 hrs 30 mins

Module

Explore Additional Setup Resources

Learn on Trailhead →
Speed to Value Training Time and Costs Maximize Value Maximize Adoption
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Trailhead
Trailhead 9 hrs 51 mins

Module

Explore Additional Reporting Resources

Learn on Trailhead →
Speed to Value Training Time and Costs Data Accuracy Analytics for Insights Maximize Value Maximize Adoption
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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

Resources

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Join a Community
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Help & Training
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Customer Success Events
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