If you have one of the supported editions, you have the foundational Sales features
that come with Salesforce Foundations, and there is no setup. Review user interface and
navigation settings that can help your sales teams work more efficiently. To incorporate a
lighter, faster way to build emails into your Sales experience, enable Email Builder Lite. To
handle billing and invoicing directly in Salesforce, turn on Invoice Management. If you upgraded
from Starter or Pro Suite to another edition, you keep foundational Sales features and previous
permission set group assignments.
Required Editions
Boost your sales productivity with Salesforce Foundations navigation and user interface
features.
With Quick Settings, customize sales stages to fit your processes in a few clicks. Click
to open the Quick Settings panel, and then select Sales
Stages. Manage customer relationships more efficiently with the vertical
navigation bar, Accounts app, and Contacts app. These navigation settings help you quickly
find and update information about your customers and their businesses.
Foundations comes with access to Email Builder Lite, which streamlines the process
of creating and sending batch emails directly from a List view. To enable Email Builder Lite,
go to Setup. In the Quick Find box, enter and select Salesforce
Foundations. Under Foundations Apps and Features, enable Email Builder Lite for
Sales. After you've enabled Email Builder Lite, select whether you want it exposed to users
through the User Interface Setup page.
Foundations also includes invoice generation, which allows sales reps to generate
and share invoices without leaving Salesforce. Reps can generate a professional PDF invoice
directly from an opportunity or quote record and email it to the customer immediately. They
can also create and manage invoices from the Invoices tab. To enable Invoice Management, go to
Setup. In the Quick Find box, enter and select Salesforce Foundations.
Under Foundations Apps and Features, enable Invoice Management.
If you upgraded from Starter or Pro Suite to a supported edition in Sales Cloud, review the
additional sales features your users can access. See the Sales Pricing
Guide and corresponding Salesforce documentation for each feature. To get started,
we’ve included links to features that other customers have found helpful to drive more
sales.
