--- schema_version: "1" id: ca189f349d58f57b8d61074efeb853939c896da701f7693184e97f4c79e2b6ec title: Sales for Salesforce Foundations collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/base_sales.md canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.base_sales.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 5f90719e469a27e2301cbff33727f4266f4ef79d28549b28fb0ba67019305f7c description: 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. products: - Cross Cloud release: "264" --- # Sales for Salesforce Foundations 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
Available in: View supported 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 ![gear icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-base-264-0-0-production-enus/cd97a2ff-8dc4-4a9d-a8f3-2c94cb4fdc33/base/images/setup_60.png) 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](https://www.salesforce.com/sales/pricing) 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. ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-base-264-0-0-production-enus/cd97a2ff-8dc4-4a9d-a8f3-2c94cb4fdc33/images/icon_note.png) Note To retain all existing Sales functionality, including access to Einstein Conversation Insights, orgs upgrading to Service Cloud Enterprise Edition or higher must purchase Sales Cloud. #### See Also - [Supported Editions for Salesforce Foundations](https://help.salesforce.com/s/articleView?id=xcloud.base_editions.htm&release=264.0.0&type=5 "Salesforce Foundations is included in supported editions of select Salesforce Clouds. This topic provides information about the editions and Clouds that support Foundations.") - [Drive Predictable Revenue with Pipeline Inspection](https://help.salesforce.com/s/articleView?id=sales.pipeline_inspection_drive_revenue_using_parent.htm&type=5&language=en_US) - [Focus on the Right Deals with Einstein Opportunity Scoring](https://help.salesforce.com/s/articleView?id=ai.einstein_sales_opportunity_scoring.htm&type=5&language=en_US) - [Get Insights and Trends from Calls with Einstein Conversation Insights](https://help.salesforce.com/s/articleView?id=sales.call_coaching.htm&type=5&language=en_US) - [Help Sales Teams Collaborate on Deals with Opportunity Teams](https://help.salesforce.com/s/articleView?id=sales.teamselling.htm&type=5&language=en_US) - [Visualize Your Contacts Across Company Levels with the Buyer Relationship Map](https://help.salesforce.com/s/articleView?id=sales.buyer_relationship_map.htm&type=5&language=en_US)