Agentforce Sales: Build the Revenue Engine for Your Business
Configure core objects, manage user access, and implement a standard sales process.
Discover Agentforce Sales
Learn how Agentforce can help sales reps nurture leads and close deals.
Create a blueprint for a successful Agentforce Sales implementation.
Customize Agentforce Sales to fit your business needs.
Set Up Users and Secure Your Org
Form good habits around the five core responsibilities needed for admin career growth.
Elevate your role from doing tasks to strategic leadership and long-term business impact.
Explore the fundamentals of access access management in Salesforce.
Set up users and control how they can view or edit your business data.
Control access to data using point-and-click security tools.
Secure your org with multi-factor authentication, My Domain, and single sign-on.
Explore features and tools that enable you to customize data access for internal and external users.
Build Your Data Model and Enforce Data Standards
Discover how accounts and contacts work together in Salesforce.
Customize the Lightning Experience user interface without writing any code.
Use page layouts to customize the content of record pages for your users.
Learn to maintain data quality in Salesforce by implementing data validation.
Tailor your apps without writing code by using point-and-click logic.
Use Dynamic Forms on a standard object to display certain fields when needed.
Configure Your Lead-to-Close Sales Process
Learn to power your sales process with leads and opportunities in Salesforce.
Track prospects apart from your contacts and opportunities with Salesforce lead records.
Generate up to 500 leads per day by capturing data from prospects who provide contact information.
Track and manage your potential deals and any deals that are in progress with Salesforce opportunities.
Guide your reps through opportunity stages with an optimized page layout.
Follow along as an expert guides you through Paths, Guidance for Success, and Dynamic Forms.
Guide your reps during the sales process and make them more productive.
Boost productivity and help reps gather complete data.
Maintain Clean Data and Migrate Records into Salesforce
Discover strategies for assessing and improving the quality of your data in Salesforce.
Resolve and prevent duplicate records to increase user confidence in your data.
Use Duplicate Management to reduce and prevent duplicate records.
Keep your contact data accurate, complete, and reliable.
Learn how to clean up your data to prepare your org for Agentforce, and why data without context is useless.
Use dataloader.io and the Data Import Wizard to manage data in Salesforce.
Import up to 50,000 records into Salesforce.
Empower Reps with a Complete Customer View
Learn tips to boost your daily productivity in Lightning Experience.
Use list views to organize your data and take action on records.
Efficiently organize and complete tasks using the To Do List as your central task manager.
Learn new tools to help sales reps better prepare and engage with customers.
Boost rep productivity with an activity timeline and integrated email.
Streamline your sales process with the Agentforce Sales Everywhere extension.
Boost sales productivity with insights and recommendations in Sales Workspace.
Track tasks and meetings together in lists and reports to easily prioritize your time.
Stay on top of your meetings, tasks, and sales goals.
Drive Visibility with Reports and Dashboards
See the big picture and explore key business data.
Visualize key business metrics in real-time using Lightning Experience.
Track key business information for your stakeholders with reports and dashboards.
Understand and act on your data.