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Grow Your Business with Salesforce Foundations
Trail

Grow Your Business with Salesforce Foundations

Harness the sales, service, marketing, commerce, and data features in Salesforce Foundations to run your business.

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Skills you will gain

Complete the Trail to build your expertise. Learn More
  • Business Strategy
  • Business Operations
  • Business Solutions
  • System Design and Implementation
  • General Sales Practices
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  • Business Strategy
  • Business Operations
  • Business Solutions
  • System Design and Implementation
  • General Sales Practices
  • Specialized Sales
  • Business-to-Business (B2B) Sales
  • Computer Science
  • IT Automation
  • Data Management
  • Business Intelligence
  • Artificial Intelligence and Machine Learning
  • Customer Service
  • Generative Artificial Intelligence
  • Digital Marketing
  • Self-Development
  • Productivity
  • Account Management and Strategy
  • Configuration Management
  • Motivating and Empowering
  • Sales Management
  • Office and Productivity Technology
  • Quality Assurance and Control
  • Digital Design
  • Cloud Solutions
  • Marketing Strategy and Techniques
  • Content Development and Management
  • Collaboration
  • Process Improvement and Optimization
  • Prospecting and Qualification
  • Data Visualization
  • Data Integration
  • Show Less

Products

  • Commerce Cloud
  • Data Cloud
  • Einstein
  • Service Cloud
  • Agentforce
  • Show More
  • Commerce Cloud
  • Data Cloud
  • Einstein
  • Service Cloud
  • Agentforce
  • Marketing Cloud Engagement
  • Sales Cloud
  • Salesforce Platform
  • Flow Builder
  • Show Less

Industries

  • Retail and Consumer Goods
This Trail may include content that is only available in English. Learn More
+12,100 points
Advanced
Administrator
13 hrs 15 mins

Get to Know Salesforce Foundations

Learn how Salesforce Foundations gives you access to multiple products to help you grow your business.

Module

Explore expanded capabilities and functionality to connect with your customers.

+100 Points
~5 mins
Article

Get more out of your Salesforce experience with Salesforce Foundations.

Mark as Complete
Article

Find step-by-step instructions to access, navigate, assign, and set up Foundations features.

Mark as Complete

Sales Features for Salesforce Foundations

Gain insight and close deals faster with the Sales Cloud features in Salesforce Foundations.

Module

Connect with customers, close more deals, and build your business with Salesforce.

+100 Points
~5 mins
Module

Discover how accounts and contacts work together in Salesforce.

+600 Points
~30 mins
Module

Learn to power your sales process with leads and opportunities in Salesforce.

+1,200 Points
~1 hr 10 mins
Module

Boost rep productivity with an activity timeline and integrated email.

+1,100 Points
~30 mins
Module

Drive accurate sales projections and forecast with confidence.

+400 Points
~30 mins
Module

Configure price books, templates, and contracts to help your sales reps sell products.

+1,000 Points
~35 mins
Community

Join other Sales Cloud users to crowdsource answers and ideas.

~5 mins •
Mark as Complete

Service Features for Salesforce Foundations

Equip every agent with productivity tools available from Service Cloud in Salesforce Foundations.

Module

Learn how Salesforce helps you deliver faster, more personalized service.

+100 Points
~5 mins
Module

Supercharge your agents with omni-channel tools and an intelligent service platform.

+400 Points
~25 mins
Module

Help your agents work faster and more efficiently in the Service Console.

+1,600 Points
~1 hr 30 mins
Module

Use Lightning Knowledge to create a knowledge base for better customer service.

+300 Points
~20 mins
Community

Join other Service Cloud users to crowdsource answers and ideas.

~5 mins •
Mark as Complete

Commerce Features for Salesforce Foundations

Grow your brand and enhance shopper experience with the Commerce Cloud features available in Salesforce Foundations.

Module

Grow your brand and make every customer interaction count with Commerce Cloud.

+100 Points
~10 mins
Module

Learn about B2B Commerce features, data model, and Einstein generative AI tools.

+500 Points
~40 mins
Module

Create a superior store experience for the direct-to-consumer shopper.

+300 Points
~30 mins
Module

Learn how to prepare your org for a Salesforce Order Management implementation.

+400 Points
~40 mins
Module

Direct customers to a branded, mobile-responsive web page with Salesforce Pay Now.

+100 Points
~10 mins
Community

Join other Commerce Cloud users to crowdsource answers and ideas.

~5 mins •
Mark as Complete

Marketing Features for Salesforce Foundations

Boost marketing efficiency and launch personalized campaigns with marketing features available in Salesforce Foundations.

Module

Try email marketing solutions in Salesforce apps.

+200 Points
~30 mins
Article

Create a streamlined campaign experience that brings contacts and content together, with flows that enhance and automate daily tasks.

~5 mins •
Mark as Complete
Module

Learn how to organize and track marketing efforts with the full potential of campaigns.

+400 Points
~40 mins
Module

Explore Flow Builder and learn when to use flows to automate your business processes.

+800 Points
~40 mins
Module

Create and share content across channels with the Salesforce content management system.

+1,100 Points
~25 mins
Community

Join other Marketing Cloud users to crowdsource answers and ideas.

~5 mins •
Mark as Complete

Data Features for Salesforce Foundations

Unlock your data with the Data Cloud features available in Salesforce Foundations.

Module

Discover Data Cloud, the real-time platform for customer magic.

+100 Points
~5 mins
Module

Learn the fundamentals of data mapping, identity resolution, and unified records.

+400 Points
~30 mins
Module

Create, filter, and activate marketing segments with Data Cloud.

+300 Points
~35 mins
Module

Learn how to connect with your customers in a whole new way with Salesforce.

+300 Points
~25 mins
Article

Create standard or custom reports, then group, filter, and summarize records to make fast decisions.

~30 mins •
Mark as Complete
Community

Join other Data Cloud users to crowdsource answers and ideas.

~5 mins •
Mark as Complete

Agentforce Features for Salesforce Foundations

Unlock your data with the Agentforce features available in Salesforce Foundations.

Module

Learn how these autonomous apps use LLMs and context to assist customers and human agents.

+100 Points
~5 mins
Module

Help customers with next-gen AI bots that offer autonomous, natural responses.

+100 Points
~5 mins
Module

Create an Agentforce Service Agent to assist with recommendations and bookings.

+0 Points
Article

Build an intelligent, trusted, and customizable AI agent and empower users to get more done with Salesforce.

~20 mins •
Mark as Complete

About this Trail

Explore sales, service, marketing, commerce, and data capabilites to enhance all aspects of your business with Salesforce. In this trail, you'll gain skills in business strategy, business solutions, process improvement and optimization, and productivity.