---
schema_version: "1"
id: 16e7e05664390b5a4e5b7af44095ddc2802f42a09e1f54c1b37332db6f07159a
title: Learn About, Implement, and Optimize Sales Features
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/sales_core_basics.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.sales_core_basics.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: cb2cc4058ce8d3c45d0ee6d7169ad9b761dce932baa9ba870594c09b0f6b800a
description: Agentforce Sales (formerly Sales Cloud) provides everything for the sales side of your business. Get started configuring Salesforce so your sales teams can generate the best leads, manage opportunities through the sales pipeline, and cultivate relationships with accounts. Plus, help your sales leaders forecast incoming revenue and manage sales territories.
products:
  - Sales Cloud
release: "264"
---
# Learn About, Implement, and Optimize Sales Features

Agentforce Sales (formerly Sales Cloud) provides everything for the sales side of your business. Get started configuring Salesforce so your sales teams can generate the best leads, manage opportunities through the sales pipeline, and cultivate relationships with accounts. Plus, help your sales leaders forecast incoming revenue and manage sales territories.

All resources indicated with an asterisk (\*) require a Premier Success Plan or higher.

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            <strong>
              <em>Set Your Team Up for
                Success</em>
            </strong>
          </td>

        </tr>
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          <td class="slds-cell-wrap" style="vertical-align:top;">
            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_core-264-0-0-production-enus/3c339c40-ca6c-49ba-9c6e-684be7a55f80/resources-global/_corporate/images/learning_maps/lm_start.png" alt="Start icon"></span>
            </p>
            <p>
              <strong>Explore Capabilities &amp; Use Cases</strong>
            </p>
            <p>
              <a href="https://salesforce.vidyard.com/watch/LfY-yg0tw_0A2YeLn42lsw" target="_blank"><em>Video:</em> Lightning Experience: Take It for a Spin</a>
            </p>
            <p style="margin-bottom:0;">
              <a href="https://trailhead.salesforce.com/content/learn/modules/sales-cloud-platform-quick-look" target="_blank"><em>Trailhead:</em> Agentforce Sales Basics</a>
            </p>
          </td>

          <td class="slds-cell-wrap" style="vertical-align:top;">
            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_core-264-0-0-production-enus/3c339c40-ca6c-49ba-9c6e-684be7a55f80/resources-global/_corporate/images/learning_maps/lm_analyze_1.png" alt="Analyze icon"></span>
            </p>
            <p>
              <strong>Gauge Implementation Readiness</strong>
            </p>
            <p>
              <a href="https://org62.my.salesforce.com/sfc/p/#000000000062/a/0M000000Iji4/KynUQamwJPmCH8glihXbJ34pE.XMEMXxWzCVIac9uFA" target="_blank">Plan Your Rollout</a>
            </p>
            <p>
              <a href="https://salesforce.vidyard.com/watch/gquKgQdfkHpQN5xHanQrrZ" target="_blank"><em>Video:</em> Define Your Sales Processes</a>
            </p>
            <p style="margin-bottom:0;">
              <a href="https://trailhead.salesforce.com/trailblazer-community/groups/0F9300000001oBCCAY?tab=discussion&amp;sort=LAST_MODIFIED_DATE_DESC" target="_blank"><em>Trailblazer Community:</em> Sales Cloud Getting
                Started</a>
            </p>
          </td>

          <td class="slds-cell-wrap" style="vertical-align:top;">
            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_core-264-0-0-production-enus/3c339c40-ca6c-49ba-9c6e-684be7a55f80/resources-global/_corporate/images/learning_maps/lm_learn_end_1.png" alt="Learn icon"></span>
            </p>
            <p>
              <strong>Manage Changes</strong>
            </p>
            <p>
              <a href="https://trailhead.salesforce.com/content/learn/modules/sales-cloud-rollout-strategy?trail_id=get-started-with-sales-cloud" target="_blank"><em>Trailhead:</em> Sales Cloud Rollout
                Strategy</a>
            </p>
            <p>
              <a href="https://trailhead.salesforce.com/content/learn/modules/sales-ops-use-case" target="_blank"><em>Trailhead:</em> Sales Operations Use Case and
                Best Practices</a>
            </p>
            <p style="margin-bottom:0;">
              <a href="https://admin.salesforce.com/blog/2023/build-your-admin-skills-user-management-communication-and-change-management" target="_blank"><em>Salesforce Blog:</em> Build Your Admin Skills:
                User Management, Communication, and Change Management</a>
            </p>
          </td>

        </tr>
      </tbody>
    </table> <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
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      </colgroup>
      <tbody>
        <tr class="">
          <td class="slds-cell-wrap" colspan="3" style="vertical-align:top;">
            <strong>
              <em>Implement It Right the First
                Time</em>
            </strong>
          </td>

        </tr>
        <tr class="">
          <td class="slds-cell-wrap" style="vertical-align:top;">
            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_core-264-0-0-production-enus/3c339c40-ca6c-49ba-9c6e-684be7a55f80/resources-global/_corporate/images/learning_maps/lm_start.png" alt="Start icon"></span>
            </p>
            <p>
              <strong>Set Up and Configure</strong>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=xcloud.setup_overview.htm&amp;language=en_US" target="_blank">Set Up and Maintain Your Salesforce Org</a>
            </p>
            <p>
              <a href="https://www.youtube.com/playlist?list=PLnobS_RgN7JZxK1wjUvQ84jMFqRZoJXbD" target="_blank"><em>Video:</em> Data Visibility and Access </a>
            </p>
            <p>
              <a href="https://trailhead.salesforce.com/content/learn/modules/sales-cloud-configuration-basics" target="_blank"><em>Trailhead:</em> Agentforce Sales Configuration
                Basics</a>
            </p>
            <p>
              <a href="https://cs.salesforce.com/portraits/aCe3y000000bmokCAA" target="_blank"><em>Video:</em> New Admin Fast Start</a>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=sales.sales_core_manage_accounts_contacts.htm&amp;release=264.0.0&amp;type=5" title="Track the people and companies you do business with. Store information, collaborate on accounts, access the records you need.">Manage
                Accounts and Contacts</a>
            </p>
            <p>
              <a href="https://salesforce.vidyard.com/watch/tHDFTZMKkQYxoW3DTy3ah2" target="_blank"><em>Video:</em> Manage Leads</a>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=sales.opportunities.htm&amp;release=264.0.0&amp;type=5" title="Track and manage your potential deals and any deals that are in progress with Salesforce opportunities. Opportunity records contain the details about all your deals, including which accounts they’re related to, who the key players are, and the amount of potential revenue. If your Salesforce admin has set up leads, an opportunity is created when a lead is converted. Opportunities can also be created directly for the accounts that you’re working.">Opportunities</a>
            </p>
            <p style="margin-bottom:0;">
              <a href="https://help.salesforce.com/s/articleView?id=sales.email_integration_admin_overview.htm&amp;language=en_US" target="_blank">Email and Calendar Integrations </a>
            </p>
          </td>

          <td class="slds-cell-wrap" style="vertical-align:top;">
            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_core-264-0-0-production-enus/3c339c40-ca6c-49ba-9c6e-684be7a55f80/resources-global/_corporate/images/learning_maps/lm_data_1.png" alt="Data icon"></span>
            </p>
            <p>
              <strong>Design Reports &amp; Dashboards</strong>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=analytics.analytics_overview.htm&amp;type=5&amp;language=en_US" target="_blank">Reports and Dashboards</a>
            </p>
            <p>
              <a href="https://cs.salesforce.com/portraits/aCe3y000000bmoqCAA" target="_blank"><em>Video:</em> Design Reports and Dashboards</a>
            </p>
            <p>
              <a href="https://salesforce.vidyard.com/watch/tHDFTZMKkQYxoW3DTy3ah2" target="_blank"><em>Trailhead:</em> Reports &amp; Dashboards for
                Lightning Experience</a>
            </p>
            <p style="margin-bottom:0;"><a href="https://salesforce.vidyard.com/watch/QCe7FinkPjPAh6Sxv9emuF" target="_blank"><em>Video:</em> Get Started with Sales Engagement
                Reporting</a></p>
          </td>

          <td class="slds-cell-wrap" style="vertical-align:top;">
            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_core-264-0-0-production-enus/3c339c40-ca6c-49ba-9c6e-684be7a55f80/resources-global/_corporate/images/learning_maps/lm_outcome_end_2.png" alt="Outcome icon"></span>
            </p>
            <p>
              <strong>Plan for Go Live</strong>
            </p>
            <p>
              <a href="https://trailhead.salesforce.com/content/learn/modules/lex_implementation_user_setup_mgmt" target="_blank"><em>Trailhead:</em> User Management</a>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=xcloud.security_overview_passwords.htm&amp;type=5&amp;language=en_US" target="_blank">Manage Users Passwords</a>
            </p>
            <p style="margin-bottom:0;">
              <a href="https://trailhead.salesforce.com/content/learn/modules/salesforce-adoption-strategies" target="_blank"><em>Trailhead:</em> Salesforce Adoption
                Strategies</a>
            </p>
          </td>

        </tr>
      </tbody>
    </table> <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
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        <col style="width:33.33333333333333%">
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      <tbody>
        <tr class="">
          <td class="slds-cell-wrap" colspan="3" style="vertical-align:top;">
            <strong>
              <em>Get the Most from Sales
                Cloud</em>
            </strong>
          </td>

        </tr>
        <tr class="">
          <td class="slds-cell-wrap" style="vertical-align:top;">
            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_core-264-0-0-production-enus/3c339c40-ca6c-49ba-9c6e-684be7a55f80/resources-global/_corporate/images/learning_maps/lm_start.png" alt="Start icon"></span>
            </p>
            <p>
              <strong>Train and Enable Users</strong>
            </p>
            <p>
              <a href="https://trailhead.salesforce.com/content/learn/modules/user-training-and-motivation" target="_blank"><em>Trailhead:</em> User Training and
                Enablement</a>
            </p>
            <p style="margin-bottom:0;">
              <a href="https://trailhead.salesforce.com/content/learn/modules/lightning-experience-for-salesforce-classic-users" target="_blank"><em>Trailhead:</em> Lightning Experience for
                Salesforce Classic Users</a>
            </p>
          </td>

          <td class="slds-cell-wrap" style="vertical-align:top;">
            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_core-264-0-0-production-enus/3c339c40-ca6c-49ba-9c6e-684be7a55f80/resources-global/_corporate/images/learning_maps/lm_explore_1.png" alt="Explore icon"></span>
            </p>
            <p>
              <strong>Improve and Customize</strong>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=sales.campaigns_def.htm&amp;type=5&amp;language=en_US" target="_blank">Get to Know Salesforce Campaigns</a>
            </p>
            <p>
              <a href="https://trailhead.salesforce.com/content/learn/modules/sales-forecasting" target="_blank">Salesforce Forecasting</a>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=sales.tm2_intro.htm&amp;type=5&amp;language=en_US" target="_blank">Enterprise Territory Management</a>
            </p>
            <p>
              <a href="https://cs.salesforce.com/portraits/aCe3y000000bmmvCAA" target="_blank"><em>Expert Coaching Session:</em> Territory Management*</a>
            </p>
            <p style="margin-bottom:0;">
              <a href="https://trailhead.salesforce.com/content/learn/modules/lex_salesforce1_basics" target="_blank"><em>Trailhead:</em> Salesforce Mobile App
                Basics</a>
            </p>
          </td>

          <td class="slds-cell-wrap" style="vertical-align:top;">
            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_core-264-0-0-production-enus/3c339c40-ca6c-49ba-9c6e-684be7a55f80/resources-global/_corporate/images/learning_maps/lm_optimize_end_1.png" alt="Optimize icon"></span>
            </p>
            <p>
              <strong>Measure and Optimize System Performance</strong>
            </p>
            <p style="margin-bottom:0;">
              <a href="https://cs.salesforce.com/portraits/aCe3y000000bmnaCAA" target="_blank"><em>Expert Coaching Session:</em> Health Check</a>*
            </p>
          </td>

        </tr>
      </tbody>
    </table> <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
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        <col style="width:6.5420560747663545%">
        <col style="width:93.45794392523365%">
      </colgroup>
      <tbody>
        <tr class="">
          <td class="slds-cell-wrap" colspan="2" style="text-align:left;vertical-align:top;">
            <strong>
              <em>Keep Learning</em>
            </strong>
          </td>

        </tr>
        <tr class="">
          <td class="slds-cell-wrap" style="text-align:left;vertical-align:top;">
            <span style="vertical-align:text-bottom;display:inline-block;"><img style="width:35px;margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_core-264-0-0-production-enus/3c339c40-ca6c-49ba-9c6e-684be7a55f80/resources-global/_corporate/images/learning_minimap/help_minimap.png" alt="Help resources. Icon."></span>
          </td>

          <td class="slds-cell-wrap" style="text-align:left;vertical-align:top;">
            <p>Explore more in Salesforce Help.</p>
            <p style="margin-bottom:0;"><a href="https://help.salesforce.com/s/articleView?id=sales.sales_core.htm&amp;release=264.0.0&amp;type=5" title="Generate the best leads, manage opportunities through the sales pipeline, and cultivate relationships with existing accounts. Plus, forecast revenues, set up sales territories, and organize your reps into selling teams.">Sales Cloud
                Basics</a></p>
          </td>

        </tr>
        <tr class="">
          <td class="slds-cell-wrap" style="text-align:left;vertical-align:top;">
            <span style="vertical-align:text-bottom;display:inline-block;"><img style="width:35px;margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_core-264-0-0-production-enus/3c339c40-ca6c-49ba-9c6e-684be7a55f80/resources-global/_corporate/images/learning_minimap/marketing-success_minimap.png" alt="Success resources. Icon."></span>
          </td>

          <td class="slds-cell-wrap" style="text-align:left;vertical-align:top;">
            <p>Drive successful outcomes with Salesforce resources.</p>
            <ul>
              <li><a href="https://www.salesforce.com/products/innovation/summer-25-release/" target="_blank">Salesforce Release Readiness</a></li>
              <li><a href="https://youtu.be/ITaVy2FyyHI?feature=shared" target="_blank"><em>Video:</em> How to
                  Get Help in the Trailblazer Community</a></li>
              <li><a href="https://trailhead.salesforce.com/trailblazer-community/groups/0F9300000001sArCAI?tab=discussion&amp;sort=LAST_MODIFIED_DATE_DESC" target="_blank"><em>Trailblazer
                    Community:</em> Sales Cloud Best Practices</a></li>
            </ul>
          </td>

        </tr>
      </tbody>
    </table>