Get to Know Salesforce Foundations
Learning Objectives
After completing this unit, you’ll be able to:
- Describe the products and features included in Salesforce Foundations.
- Discuss how Salesforce Foundations capabilities benefit your organization.
- Explain how to access Salesforce Foundations.
What Is Salesforce Foundations?
If you’re a Salesforce Sales Cloud or Service Cloud customer, you’ve become accustomed to the power, convenience, and full-featured functionality of our trusted CRM. Adding the additional functionality and engagement capabilities of a new Salesforce Cloud is exciting, but it’s also a big change for your organization to consider when you’re not sure about the value it brings.
So, what if you could use essential features in the most popular Salesforce Clouds and turn them on when you’re ready? Now you can with Salesforce Foundations.
Salesforce Foundations is a new, no-cost addition to your existing CRM that equips you to expand your business reach. The suite gives Salesforce customers on Enterprise, Unlimited, and Einstein 1 editions the power of Data Cloud, and access to essential Salesforce sales, service, marketing, and commerce capabilities. This suite is built into your existing CRM, and provides new functionality to give you a more robust 360-degree view of your customers. This chart shows the Salesforce Foundations features you get with your current Sales Cloud or Service Cloud package.
|
|
You get Sales for Salesforce Foundations |
You get Service for Salesforce Foundations |
You get Marketing for Salesforce Foundations |
You get Commerce for Salesforce Foundations |
You get Data Cloud for Salesforce Foundations |
|
|---|---|---|---|---|---|---|
If you already have Sales Cloud |
* |
Yes |
Yes |
Yes |
Yes |
|
If you already have Service Cloud |
* |
* |
Yes |
Yes |
Yes |
|
If you already have Sales & Service Clouds |
* |
* |
Yes |
Yes |
Yes |
|
*Your current Salesforce product.
Benefits of Salesforce Foundations
The features you get with Salesforce Foundations open doors to all sorts of new ways your teams can work more efficiently and engage with your customers on a more personal level. The benefits listed below are only a few of the ways Salesforce Foundations can help your business grow and thrive. Check out the Salesforce Foundations Help Guide to see the full list of capabilities included with Salesforce Foundations.
With Salesforce Foundations, your organization benefits from:
Sales features that help you take care of your entire sales pipeline, from prospecting to closing. You can manage your leads, opportunities, accounts, and contacts.
Service features that make it easy to provide proactive, personalized support to your customers through the preconfigured Service Console. Omni-channel case routing makes sure the most qualified agents work each case, Knowledge Management helps agents provide accurate and relevant help articles to customers, and macros help agents complete repetitive tasks with a single click.
Marketing features that allow you to join data from disparate sources, better understand and analyze your customers, and choose how to connect with your audiences. You can create customized marketing campaigns powered by Salesforce Flows to send at the right time.
Commerce features that help boost sales with a Direct to Customer (D2C) online storefront. You can define customer experiences like search, carts, and checkout. Pay Now lets you generate secure payment links for customers when opportunities close, so you get paid faster.
Commerce for Salesforce Foundations availability varies by location. Contact your Account Executive for more information. Pay Now is not available to customers in India, Brazil, and Japan.
Data Cloud functionality that creates unified profiles by aggregating data from all of your data sources into a single view so you can better understand your customers. Create customer segments to more accurately target campaigns, analyze your customers, and manage consent data. Data Cloud also powers features so you can send online store order confirmation emails and marketing messages.
A New User Experience
Salesforce Foundations comes with a preview of the new, friendly Salesforce user experience (UX) that you can turn on or off based on how your organization works. This new UX boosts productivity by putting all of your apps in an easy-to-access vertical sidebar so you just click an icon to switch to a different app.
Trust
Trust is the #1 Salesforce value, so you can be certain that Salesforce Foundations is built using the same secure methods that apply to every other Salesforce solution. To learn more about trust at Salesforce visit trust.salesforce.com.
How Do I Access Salesforce Foundations?
Salesforce Foundations is available now to customers with Enterprise, Unlimited, or Einstein 1 editions. Eligible customers should contact their Account Executive for access. Once your organization has access, your Salesforce Administrator controls when to turn on each Salesforce Foundations feature for your business. This gives you time to prepare your Salesforce org and train your teams to use these new capabilities.
The combination of the Salesforce product or products you already use, the edition, and your org status helps you determine which features you should turn on to round out your Salesforce experience. For example, if you’re already a Sales Cloud customer, you might choose to use the features in Data Cloud first to connect and unify data from internal and external sources. Then, roll out your new marketing and commerce capabilities and build compelling, customer-centric email campaigns using targeted audience segments, set up digital storefronts, and get paid faster.
And while you’re at it, you can roll out service capabilities and share knowledge articles to make sure your customers receive timely answers to their cases, all while giving your service teams a 360-degree view of the customer and their needs in the Service Console. See the Know Which Salesforce Foundations Features You Can Turn On section of the Salesforce Foundations Help Guide to identify your unique needs.
What’s Next?
Now that you know the basics of Salesforce Foundations, take the quiz and continue on with the Grow Your Business with Salesforce Foundations Learning Path. Each Trailhead module included in the Learning Path gives you more information about how to use your new features, and contains links to additional resources where you can learn even more. These modules can also be used to train your organization when you’re ready to roll out new Salesforce Foundations functionality.
Salesforce Foundations is similar to another Salesforce edition called Pro Suite. You learn about the capabilities included in both Salesforce Foundations and Pro Suite in the Grow Your Business with Salesforce Foundations Learning Path.