Configure Forecasting and Pipeline Visibility
Learn how to use Salesforce Forecasting to track real-time sales performance, customize forecast views, and boost accuracy.
Drive accurate sales projections and forecast with confidence.
Set up the required features to start forecasting.
Get your sales teams started managing their pipelines with a single view of pipeline metrics, opportunities, and week-to-week deal changes.
Enable Smarter Selling with AI and Structured Outreach
Use the Sales Cloud Einstein Setup Assistant to get the targeted guidance you need.
Learn about the process Einstein uses to determine which of your leads to prioritize.
Use Einstein Next Best Action to deliver tailored recommendations at the right moment.
Boost inside sales productivity and manage for success with Sales Engagement.
Increase the efficiency of managed, repeatable outreach steps using standard cadences.
Quickly add outreach emails, calls, LinkedIn, or custom tasks to Work Queue or To Do List.
Get started with Sales Engagement.
Save time and improve consistency by adding automation to your Sales Engagement activities.
Set Up Territory Management and Geographic Visualization
Learn how to visualize and optimize your location data with Salesforce Maps.
Set up features to help your reps maximize selling and service time, and optimize routes.
Use Territory Planning to create and optimize territory alignments.
Create a marker layer to geographically visualize your Salesforce Data.
Manage and maintain your company’s sales territories.
Connect Salesforce to Reps' Daily Tools
Track customer interactions and work deals directly in Gmail and Google Calendar.
담당자가 Outlook에서 직접 고객 상호 작용을 추적하고 Salesforce 거래 작업을 하도록 지원합니다.
Learn how to customize email integrations to meet your reps needs.
Get your sales reps up and running with Einstein Activity Capture.
Use Conversation Intelligence to automate tasks so you can spend more time selling.
Learn how Einstein Conversation Insights can increase productivity for sales teams.