Salesforce has just launched Salesforce Foundations, a significant free upgrade designed to enhance how businesses use their Salesforce systems. This upgrade is available to all Salesforce customers at no extra cost. It connects departments like Sales, Service, Marketing, Commerce, and Data Cloud.

Foundations make it easier for businesses to get a complete, real-time view of their customers by integrating these areas into one unified platform. And deliver consistent, AI-powered experiences across all customer touchpoints. This connected approach helps build stronger customer relationships and ensures the company presents itself as a cohesive and well-organized team.

In the blog, we will discover what this upgrade is and how Salesforce Foundations help companies. Let’s get started!

What Exactly Is Salesforce Foundations

The upgraded Salesforce Foundations user interface is more intuitive and user-friendly, allowing businesses to manage everything from a single dashboard.

The key features include helping sales teams track and close deals more effectively (opportunity management), service teams to resolve customer issues more efficiently (case management), and marketing teams benefit from tools for running targeted email campaigns. Also, businesses can use secure payment links to streamline transactions without additional costs or complicated data integrations.

Salesforce Foundations offers users access to thousands of prebuilt third-party extensions and integrations on the AppExchange. These include:

  • Free trials from over 25 top partners, including DocuSign for digital signatures, RingCentral for communication solutions, ZoomInfo for business intelligence
  • A comprehensive ecosystem of tools and integrations
  • Empowers businesses to customize and extend their Salesforce systems to address specific requirements
  • Ensures everything stays connected and cohesive across platforms

Foundations simplifies and enhances customer satisfaction by providing a more integrated, powerful platform. It’s a step forward to create more personalized, seamless customer experiences, making it easier to manage everything from sales to service, all in one place.

How Salesforce Foundations Work

Customers dealing with different departments like sales, service, marketing, or commerce feel like they’re interacting with separate teams that don’t seem connected. It seems they’re dealing with multiple companies instead of one unified brand.

With Salesforce Foundations, this limitation is addressed by integrating essential features for marketing and commerce directly into Sales Cloud and Service Cloud. This integration allows businesses to deliver a more connected and seamless experience to their customers without incurring additional costs or dealing with complicated data integrations.

The key strength of Salesforce Foundations is that all its features are built on a Salesforce platform, which Salesforce Data Cloud powers. The Data Cloud is a powerful tool that aggregates customer data from across the entire business, including data that was previously difficult to access or spread across multiple systems.

By centralizing this data, Salesforce Foundations can harness the power of AI to generate valuable insights and automate processes, ensuring that every customer interaction is consistent but also highly relevant and personalized.

Salesforce Foundations Offerings To Businesses

Salesforce Foundations offers several key benefits to help companies streamline their operations and enhance their customer interactions:

  • Boost Revenue with Integrated Teams: Sales, service, and marketing teams can now work together in one place. Sales teams can track opportunities, see service case details, and add relevant customers to marketing campaigns without needing separate systems.
  • Speed Up Payments: When a deal is closed, sales teams can quickly convert it into a payment using secure links generated from a quote or opportunity record. These links can be included in invoices or emails without needing an external payment system.
  • Enhance Customer Loyalty: Service teams can add customers to marketing onboarding programs to create more personalized experiences. They can also upsell by accessing sales quotes and secure payment links without needing separate marketing or sales tools.
  • Personalize with Unified Data: Data Cloud gathers customer information from across Salesforce and other systems, giving insights into the customer journey. This helps marketers create targeted lists and gain insights that were previously hard to access.
  • Work More Efficiently with a New Interface: The updated user interface features new navigation and a customizable homepage. This helps users quickly find what they need and manage their tasks, like tracking open cases and opportunities.
  • Leverage the AppExchange: Users get extended free trials from over 25 partner apps at no extra cost. With thousands of pre-built extensions available, users can enhance productivity and save costs with tools for document creation, contract management, collaboration, surveys, sales, telephony, and video conferencing.

Availability:

  • Salesforce Foundations will be offered to customers with Sales Cloud or Service Cloud Enterprise Edition or higher starting this fall.
  • Availability may vary by region.
  • Email campaigns are restricted to 2,000 sends per month.
  • Includes 10,000 credits for Data Cloud Segmentation and Activation.
  • Free Data Cloud credit limitations apply.
  • Transaction fees apply for Commerce Pay Now.

Wrap-up

Salesforce Foundations represents a major leap forward in how businesses manage and optimize customer interactions. By offering a free upgrade that integrates essential features across departments, accelerates payments, enhances customer loyalty, and provides powerful insights through unified data.

Salesforce is empowering companies to deliver exceptional and consistent experiences. With its updated interface and extensive AppExchange options, Salesforce Foundations is poised to be a game-changer for businesses looking to streamline operations and drive growth.

At last, stay tuned for such insightful blogs and book a call with Salesforce experts at The Pinq Clouds for further assistance on Salesforce Foundations.