Salesforce Foundations

Agentforce 360 with Salesforce Foundations Solutions

Get ready for Agentforce with a 360-degree view of your customers, thanks to Salesforce Foundations. Easily activate Foundations in your existing CRM to add key features in Agentforce, Sales Cloud, Service Cloud, Marketing Cloud, Commerce Cloud, and Data Cloud — all for free.

Imagine you have a subscription to a streaming service that allows you to watch movies. It’s a fantastic feature for movie nights, but it specializes only in movies. Now imagine the same service announces you can also watch TV shows, live sports, and documentaries. Plus, you get a full view of your engagement and access an improved user experience—all included in your existing subscription. That’s the benefit of using Salesforce Foundations.

You have full control over when and what you enable for your Salesforce org. Your preexisting customizations aren’t impacted by enabling Salesforce Foundations.

Salesforce Foundations equips you with essential sales, service, marketing, and commerce capabilities, over a CRM foundation that’s powered by Data Cloud. This suite is seamlessly built into your preexisting CRM, providing you with new capabilities and a 360-degree view of your customers—all at no extra cost.

360-Degree View of Your Customers
Salesforce Foundations comes with integrated applications, the ability to unify your customer data, and dashboards that provide a comprehensive view of customer interactions. So every employee gets a full picture of the customer.
New Home Experience with the Home App
The Home app provides a visually friendly, uncluttered experience that helps you focus on the tasks that are most important to you.
Simplified Navigation and Easy Access to Important Tasks
Salesforce Foundations navigation makes it simpler and faster to find the information and tasks you need. It’s important that you understand some key differences between standard Salesforce navigation and Salesforce Foundations navigation.

Salesforce Foundations helps you get more from your Salesforce investment. Foundations is an add-on that grants you access to Agentforce and key features from multiple clouds, all without any additional cost. This offering was is designed to enhance your Salesforce experience. This gives every organization with Enterprise, Unlimited, or Einstein 1 Edition Editions with Sales Cloud and/or Service Cloud access to:

Agentforce Sales Agent and the ability to provide personalized coaching to reps or handle outreach to leads 24/7; or Service Agent with the ability to resolve customer inquiries across channels 24/7 in natural language
Foundational features from Sales, Service, Marketing, and Commerce Cloud, including deal management, case management, marketing email campaigns with targeted segmentation, and secure payment links
Improved user experience with updated left-navigation and customizable Home page
Data Cloud auto-configured to centralize and harmonize customer data into unified profile
New, extended free trials and functionality from 25+ top partners on AppExchange

With Foundations, admins have the opportunity to get even more value out of their Salesforce investment by driving efficiency with Agentforce or moving to a multi-cloud setup for free!

Salesforce Foundations gives you access to a complete, all-in-one CRM suite, including Marketing and Commerce. This is the perfect entry point for orgs that don’t yet have solutions for Sales, Service, Marketing, or Commerce. Salesforce Foundations will be available to Sales Cloud and/or Service Cloud Enterprise Edition or higher customers later this fall.

You can now also extend Salesforce with free trials of 25+ apps on AppExchange. These Salesforce Foundations launch partner apps—including Docusign, Highspot, and RingCentral—increase productivity, adoption, and cost savings with key functionality including document generation, contract management, collaboration, surveys, sales tools, telephony, and video conferencing.

Reach out to our support team or contact us to get started. Together, we can make this transition seamless and set your organization up for long-term success with Salesforce full CRM.

More than three-quarters (79%) of customers expect consistent interactions across departments, but 55% say it generally feels like they’re communicating with separate departments, not one company. Salesforce Foundations connects departments by providing additional functionality to Sales and Service Cloud customers, bringing sales, service, marketing, and commerce data together on one unified platform so customers can have a consistent experience, no matter where they are in their journey.

Salesforce Foundations helps companies:

Drive more revenue with sales, service, and marketing teams working in one place: Sales users can now keep opportunities on track with insights into service cases. They can add relevant customers to marketing-created nurture campaigns, which previously may have required access to separate service and marketing platforms.
Turn quotes into cash faster: When a customer is ready to buy, sales users can now convert closed deals into payment quickly with secure payment links generated directly from a quote or opportunity record. Sales can easily embed these payment links in an invoice PDF or email without needing an external payment system.
Increase customer loyalty by empowering service teams: Service teams can add customers to marketing onboarding journeys to create higher-touch onboarding experiences. When appropriate, they can upsell customers thanks to access to sales quoting and secure commerce payment links, without needing access to separate marketing or sales platforms.
Personalize customer experiences with unified data: Data Cloud surfaces customer data created across applications within Salesforce or in disparate systems automatically, providing insights across the customer journey with a trusted data foundation for AI tools and solutions. This allows, for example, marketers to create highly targeted segmentation lists based on service case data or sales pipeline stages with insights that may have been previously inaccessible or not centralized within one system.
Work faster with an updated user interface: Users can spend less time finding the apps they need with new left-navigation and plan their day quickly with an updated homepage, now featuring customizable, out-of-the-box home cards that provide a snapshot into a user’s top priorities, like open cases, open opportunities, and recommended tasks.
Experience the power of the AppExchange: At no additional cost, Foundations users get access to extended free trials from 25+ partner apps. With thousands of pre-built extensions and integrations on the AppExchange, users can increase productivity, adoption, and cost savings with key functionalities, including document generation, contract management, collaboration, surveys, sales tools, telephony, and video conferencing.