Frequently asked questions (FAQ)

These are the questions we hear a lot and you'll find the answers below. But if you have others, please don't hesitate to contact us — we're here to help.

Getting Started

Sales Cloud is a cloud-based application designed to help your salespeople sell smarter and faster by centralising customer information, logging their interactions with your company, and automating many of the tasks salespeople do every day. Because of this automation your team will be more efficient and productive, and your time to value will be lightning fast. Your team will spend less time on administration and more time closing deals. For sales managers, Sales Cloud gives real-time visibility into their team’s activities, so forecasting sales with confidence is easy. Best of all, Sales Cloud is easy to use and customisable to the way your salespeople work.

Close deals more efficiently — Sales Cloud helps you keep track of all your customer information and interactions in a single place that’s accessible from anywhere, any time. Always have the most up-to-date contact information, find experts inside your organisation to quickly answer customer questions, and see all relevant customer activities to move deals forward so your time to value is faster than ever.

Get more leads — Not everyone who visits a site or responds to an email is a lead. Sales Cloud helps nurture those potential customers along until they’re a quality lead who’s ready to buy, then it automatically routes them to the right reps at the right time.

Accelerate productivity — Sales Cloud lets you do more, from anywhere. Log calls, respond to hot leads, work opportunities, and check dashboards no matter where you are. Drive even more productivity by automating complex business processes.

Make insightful decisions — Sales Cloud dashboards give salespeople a real-time picture of the business at a glance. Detailed customer activity reports help you track the effectiveness of marketing campaigns, determine business priorities, and make smart decisions based on the most up-to-date information.

Sales Cloud is a cloud-based, software-as-a-service (SaaS) model, so the software scales easily to accommodate every business size, from sole proprietorships to global enterprises. The benefits and advantages of Sales Cloud (see above) apply equally to all businesses regardless of size.

Yes. Our Salesforce mobile app is supported on a variety of platforms, including Android (v4.2+) and iOS (v8.0+). Additionally, the mobile browser app is accessible to many more devices such as, Blackberry (OS10.2+) and others through a web browser with internet connection. For a complete list of compatible mobile phones, tablets, and other devices, click here.

Sales Cloud is designed to help salespeople sell smarter and faster, allowing them to easily manage the company’s contacts, accounts, leads, opportunities, quotes, and deals all in one place. Service Cloud, on the other hand, helps companies run and improve their customer service using accounts, contacts, cases, and solutions. It’s designed to help support past, current, and future customer service requests to help companies retain their existing customers. The decision of which you need depends on which area of your business you’re trying to improve.

Sales Cloud is built on a robust and flexible security architecture trusted by companies around the world, including those in the most heavily regulated industries — from financial services, to healthcare, to government. Trusted by more than 150,000 companies across all industries and around the world, the platform provides security and control over everything from user and client authentication through administrative permissions to the data access and sharing model.

Org Security — Salesforce protects your organisation’s data from all other customer data by using a unique identifier that restricts access to your data at every level from anyone outside of your company — including us. 

User Security — User authentication (both delegated and SAML) combined with network-level security by IP address, session restrictions, and audit trails provides control and visibility into what users are doing in the system and their field history.

Programmatic Security — Configurable authenticated sessions secure access to logic, data, and metadata. Salesforce even offers a source code scanner that produces a report analysing the security of your code.

Trust and Visibility — Trust starts with transparency, so Salesforce displays real-time information on system performance and security, and offers tips on best security practices for your organisation. Learn more at

Pricing and Editions

Salesforce Essentials CRM Starter Edition — Let up to five users track and manage all your sales leads, opportunities, and customer cases. You’ll also get more insights into your business with basic reports and dashboards.

Professional Edition — Let an unlimited number of users manage your entire sales cycle. In addition to basic sales and marketing features, you can manage marketing campaigns, contracts, orders, and more. Get even more business insights with accurate sales forecasts and customisable dashboards.

Enterprise Edition — Automate business processes using workflow and approvals, tailor Sales Cloud to your company with custom record types, and integrate with any system using our web services API. You can also manage complex sales territories, and see how your sales deals have progressed with deal trending.

Unlimited Edition — Get access to unlimited online training, over 100 admin services, and 24/7 toll-free support. Tailor Salesforce to fit your business by building custom objects and creating an unlimited number of custom tabs and apps. Plus, your admins will have access to several sandboxes for development and testing.

Lightning Experience for Sales Cloud

Lightning Experience for Sales Cloud is a whole new user experience that helps salespeople sell smarter, faster, and the way they want. Lightning doesn’t have a tab interface like Aloha does; instead, information is surfaced as needed, so you get it when you need it. Lightning also has a new home page with an Account Insights feature that surfaces any news relevant to your accounts and opportunities, as well as an Assistant feature that prompts your next steps to keep things moving forward. Of course, for users who love the original look and feel, Sales Cloud Classic will still be available.

Once your Salesforce account is activated, you can start using Lightning Experience at any time by clicking your name in the upper-right corner of your account and selecting “Switch to Lightning Experience.” Once in Lightning Experience, you can easily return to Salesforce Classic by clicking your profile picture (again in the upper-right corner) and selecting “Switch to Salesforce Classic.” Salesforce Admins are able to configure, enable, or disable access to Lightning Experience for the entire organisation or for a subset of users.

Yes. You can continue using Salesforce Classic, and you can easily switch back to Salesforce Classic from Lightning Experience. We will continue to provide support for Salesforce Classic for the foreseeable future.

Implementing Sales Cloud

You don’t have to be a Salesforce expert to get started — there are a number of helpful guides like Trailhead to get you up to speed fast. You can modify Sales Cloud as needed to best mirror how your company does business, and you’ll add new features as you grow, so that your information system is always the right size for your business.

Our strategic partners are chosen for their experience with thousands of companies across a broad range of business sizes and industries. So whatever your business, they have the expertise to get you up to speed.

The time it takes to configure Sales Cloud differs depending on your use case, yet compared to the time it takes to install, maintain, and upgrade software on individual machines across an entire organisation, setup is a breeze. And for less complicated Sales Cloud configurations, you can be up and running in a matter of minutes.

There’s no better place to find Sales Cloud know-how than our Success Community — that’s where you can engage with, and get answers from, our passionate community of customers, partners, and Sales Cloud experts. 

If you want more personalised help rolling out Sales Cloud, our Success Services people are ready to help every step of the way.

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