Discover Agentforce Sales
Set Up Users and Secure Your Org
Elevate your role from doing tasks to strategic leadership and long-term business impact.
Explore the fundamentals of access access management in Salesforce.
Explore features and tools that enable you to customize data access for internal and external users.
Build Your Data Model and Enforce Data Standards
Use page layouts to customize the content of record pages for your users.
Learn to maintain data quality in Salesforce by implementing data validation.
Use Dynamic Forms on a standard object to display certain fields when needed.
Configure Your Lead-to-Close Sales Process
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.
Boost productivity and help reps gather complete data.
Maintain Clean Data and Migrate Records into Salesforce
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.
dataloader.io와 데이터 가져오기 마법사를 사용하여 Salesforce에서 데이터를 관리해보세요.
Import up to 50,000 records into Salesforce.
Empower Reps with a Complete Customer View
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.
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
Lightning Experience를 사용하여 실시간으로 주요 비즈니스 메트릭을 시각화하세요.
Understand and act on your data.