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

Products

  • Service Cloud
  • Einstein 1
  • Salesforce Platform
  • Data Cloud
  • Commerce Cloud
  • Show More
  • Service Cloud
  • Einstein 1
  • Salesforce Platform
  • Data Cloud
  • Commerce Cloud
  • Flow Builder
  • Sales Cloud
  • Marketing Cloud Engagement
  • Show Less

Industries

  • Retail and Consumer Goods
This Trail may include content that is only available in English. Learn More
+12,300 points
Advanced
Customer Service Professional
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

Learn how to use sales, service, commerce, marketing, and data features, even if you’re new to Salesforce.

~5 mins •
Mark as Complete
Article

Get Salesforce Foundations ready for your team, by importing contacts, connecting email accounts, managing sales paths, and inviting new users.

~5 mins •
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

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
Module

Discover the benefits and capabilities of Service Cloud's Messaging portfolio.

+300 Points
~25 mins

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 and D2C Commerce features, data model, and Einstein generative AI tools.

+600 Points
~1 hr
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

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

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

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.