Welcome to your Salesforce Sales Cloud trial.

Follow this trial journey to become familiar with the world’s #1 sales platform.

Welcome to your Sales Cloud Trial.

We’re excited to help you discover all the amazing things you can do with Sales Cloud. To do this we've collected a set of resources that’ll help you become familiar with our platform. Follow along in your own environment to get the most out of your trial.

Check out the resources below to get started with the basics:

Learn Salesforce with Trailhead

Many of the resrources we'll share will be in Trailhead. This "trail" will introduce you to the fun way to learn Salesforce.

Sales Cloud: Quick Look

Start by learning what Sales Cloud is, why it's useful for sales, how to measure success, and the benefit of the Salesforce Platform.

Set up what you need, then invite your users.

Sales Cloud is a powerful and flexible platform that can be easily personalized to meet your business needs.  Think about the way your team will use Sales Cloud.  You'll want to tailor the user experience and access for different roles, groups, and levels.

Check out these modules on Trailhead to learn more about personalizing Sales Cloud:

Lightning Experience Customization

Create new buttons, links, layouts, and lists without writing any code.

Lightning App Builder

Build custom pages and apps with point-and-click tools.

User Management

Setup users and permissions.

Power your sales engine with good data.

Data is an important asset, and Sales Cloud helps you organize your customer data and make it actionable. One great way to get the most of your trial experience is to import and work with your own data.

Learn about the best ways to manage and add new data in Sales Cloud with these resources:

Data Management

Import and export data.

Duplicate Management

Resolve and prevent duplicates to improve data quality.

Get better visibility with reports and dashboards.

Sales Cloud reports and dashboards provide valuable, real-time insight into your business performance. Gain visibility into your entire sales process from leads and opportunities, customer information and user activity, Sales Cloud improves your ability to take action and make better data-driven decisions.

Check out the resources below to learn more about reporting:

Sales Reports for Lightning Experience

Build, modify and extend reports for your sales organization.

Create Reports and Dashboards for Sales and Marketing Managers

Follow this hands-on project to create reporting folders, filters, new visualizations and more

Transform your sales process and win more.

Now that you've learned to set up your teams and add data to Sales Cloud, it's a great time to explore how to help your team take a prospect from lead to loyal customer.

You may have noticed the “Tour” feature in your trial. Click on “Take a Tour of Salesforce” in the upper left to discover how to:

  • Plan Your Pipeline takes you through Sales Cloud's opportunity and pipeline management
  • Close More Deals gives you an in-depth tour of an opportunity and Sales Path
  • Sell Smarter guides you through key tools on the homepage

Customize a Sales Path for Your Team

Of course, every company’s sales process is unique.  Learn to Personalize your sales process with this Trailhead project.

Maximize your time spent selling with Sales Cloud.

Sales Cloud helps you improve productivity and maximize selling time with automated activity logging and access from anywhere, on any device.

Learn more with these Sales Cloud resources:

Sales Productivity

Track activity in your calendar and email.

E-mail Integration

We also recommend checking out the stories of some of the amazing companies we’ve worked with to help their teams connect with their customers in a whole new way.

Your trial is ending, but let’s keep this going!

As your Sales Cloud Trial comes to an end we want to say, “Thank you!” for letting us share our products and learning resources with you.

Your trial will expire soon, but we hope the relationship won’t. If you haven't already, please reach out to us and tell us about your experience and goals.

Sales Cloud Customer Stories

We also recommend checking out the stories of some of the amazing companies we’ve worked with to help their teams connect with their customers in a whole new way.

See our pricing and editions details

We're confident you'll see similarly amazing results with Sales Cloud.