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Sales Cloud

Features​

What features are included?​

  • Account & Contact Management
    • Opportunity Management
      • Customizable Sales Process
    • Person Accounts
    • Sales Console Apps
    • Sales Teams
  • Lead Management
    • Web to Lead
    • Campaign Management
    • Lead Assignment
  • Basic Case Management
    • Basic Case Routing (Group or Agent)
    • Knowledge (Read Only)
  • Basic Quote & Orders
    • Contracts
    • Sales Order
    • Products and Price Books
    • Quotes
  • Omni-channel (Only available for leads, orders, and any custom object with no parent object)
    • Available with Sales Engagement add-on (included in Performance and Unlimited editions)
  • Forecasting
    • Territory Management
    • Opportunity Split
    • Predictive Forecasting (AI)
  • Real-time Sales Insight
    • Opportunity Scoring
    • Lead Scoring
    • Conversation Insights

What features are available as an Add-On​

  • Sales Dialer (only in the US)
  • Einstein Conversation Insights
  • Mobile Publisher for Experience Cloud
  • Sales & Service Cloud Bundle
  • Sales Engagement

Documentation

Important Products/Add-Ons​

ProductDescriptionUnlimitedUnlimited +
CPQConfigure, Price & Quote - Speed up sales cycles by giving reps a quick and easy path to creating accurate quotes and contracts.$$
EnablementSell faster with Enablement built directly into your CRM. Embed milestones that tie programs to revenue outcomes, and make every rep a Salesblazer with the best sales enablement platform.$✅
Salesforce MapSell efficiently with sales mapping software built directly into your CRM. View data on a map interface to make smarter decisions and streamline field execution.$✅

Notes​

Person Account vs Business Account​

When using Person Account, the address fields aren't calculating automatically the "GeoLocation" so you might need to consider using Business Account or use call Google APIs.

Data Model​

Sales Process​

Data Model

Campaign & Marketing​

Data Model

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