Whether you’re new to Salesforce or a long-time Sales Cloud or Service Cloud customer, this article will introduce you to the essentials of Salesforce Foundations—its features, benefits, and how it can take your organization to the next level. Let’s dive in!
What is Salesforce Foundations?
Salesforce Foundations is a no-cost enhancement available to Salesforce customers on Enterprise, Unlimited, or Einstein 1 editions. It integrates seamlessly with your existing CRM, adding robust capabilities across sales, service, marketing, commerce, and more. Think of it as a toolkit that allows you to expand your CRM’s functionality while maintaining the trusted Salesforce experience.
With Salesforce Foundations, you gain access to:
- Data Cloud: Unified customer profiles created by aggregating data from multiple sources.
- Sales Features: Tools to manage your entire sales pipeline.
- Service Features: Personalized, proactive customer support capabilities.
- Agentforce: AI-driven automation and conversational tools.
- Marketing Features: Advanced customer segmentation and campaign customization.
- Commerce Features: Direct-to-Customer (D2C) storefronts and secure payment processing.
All these features are built into your existing Salesforce environment, making them accessible and easy to turn on when you’re ready.
Why Choose Salesforce Foundations?
Salesforce Foundations provides immense value by enhancing how your teams operate and engage with customers. Here are some of the key benefits:
- Enhanced Sales Efficiency:
- Use the preconfigured Sales Console to manage leads, accounts, and opportunities.
- Streamline tasks from prospecting to closing, all within a single interface.
- Improved Customer Support:
- Omni-channel case routing ensures the right agent handles each case.
- Knowledge Management provides quick access to relevant help articles.
- Macros automate repetitive tasks, saving valuable time for your team.
- AI-Powered Automation with Agentforce:
- Leverage conversational AI to assist both human agents and customers.
- Autonomous apps powered by Large Language Models (LLMs) deliver smarter, more personalized interactions.
- Next-Level Marketing:
- Combine data from various sources for unified insights.
- Create and deploy customized campaigns tailored to audience segments.
- Boosted Commerce Functionality:
- Build and manage D2C storefronts for seamless shopping experiences.
- Use the “Pay Now” feature for faster, secure payment processing.
- Unified Customer Data:
- Aggregate data across platforms to create 360-degree customer profiles.
- Power campaigns and analyze customer behaviour with Data Cloud.
- New User Experience (UX):
- A redesigned, intuitive interface with an app-switching vertical sidebar boosts productivity.
How to Access Salesforce Foundations
If you’re an Enterprise, Unlimited, or Einstein 1 edition customer, Salesforce Foundations is already available to you. Here’s how to get started:
- Contact Your Account Executive:
- Request access to Salesforce Foundations if it’s not already enabled.
- Plan Your Rollout:
- Decide which features to enable first based on your business needs. For example:
- Sales Cloud users might start with Data Cloud for unified data insights.
- Service Cloud users could prioritize knowledge articles and omnichannel routing.
- Decide which features to enable first based on your business needs. For example:
- Train Your Teams:
- Work with your Salesforce Administrator to prepare your team for the new features. Ensure everyone understands how to use the updated tools and interfaces.
- Turn on Features Gradually:
- Enable one feature at a time to ensure smooth adoption.
- Contact Your Account Executive:
Built on Trust
Salesforce Foundations is built with the same level of security and reliability that you’ve come to expect from Salesforce. From secure data handling to compliance with industry standards, trust is at the core of every feature.
Why Start Now?
In today’s fast-paced business environment, staying ahead means embracing tools that enhance efficiency, provide deeper customer insights, and foster better engagement. Salesforce Foundations delivers on all fronts, ensuring your organization is equipped to meet the evolving needs of your customers.
