Sales Cloud: A Complete Guide

For over two decades, Sales Cloud has been the world's #1 sales CRM solution. Now rebranded as Agentforce Sales, it combines proven sales automation with Al agents that power the entire sales cycle, growing pipeline, deals, and revenue on one trusted platform.

Quick look: Sales Cloud editions & pricing

Salesforce offers several editions of Sales Cloud tailored to different business sizes and needs:

Edition Best For Key Features
Starter Small businesses and startups Lead, contact, account and opportunity management Email integration
Case management
Salesforce channels in Slack
Professional Growing teams Includes everything in Starter, plus:
Greater customization
Flow automation
Basic forecasting
Basic sales quotes
Mobile CRM
Enterprise Large organizations Includes everything in Professional, plus:
Workflow approvals
Advanced forecasting
Pipeline inspection
Team selling
Account planning
Conversation Insights
API access
Unlimited Complex, global companies Includes everything in Enterprise, plus:
Predictive AI
Sales engagement
Prospecting Center
Conversation Insights
Activity platform
Extra platform capacity
Full sandbox
Premier Success Plan
Agentforce 1 Sales Organizations seeking the complete AI-powered sales platform Includes everything in Unlimited, plus:
2.5M Data Cloud credits
1M Flex Credits
Agentforce
Sales Planning
Salesforce Maps
Sales Programs
Salesforce Spiff
Slack Enterprise+
Revenue Intelligence
Tableau Next

Pricing is typically structured on a per-user, per-month basis and varies depending on the selected edition and the features a company needs to execute its sales plans. See more here.

Sales Cloud FAQs

Yes, in October 2025, Salesforce renamed Sales Cloud to Agentforce Sales. The platform now includes embedded autonomous AI agents that augment human sellers by handling time-consuming administrative work, like prospecting and pipeline management. The core CRM functionality remains, now supercharged with AI agent capabilities.

Sales Cloud is a specific application focused on managing the sales process. The Salesforce Platform (now the Agentforce 360 platform) is the underlying technology and infrastructure on which Sales Cloud and all other Salesforce applications are built. The Platform provides the foundation for data storage, security, development, and integration capabilities.

While Agentforce Sales delivers key business benefits like accelerated revenue and operational efficiency, these results are made possible by four core advantages of the platform's architecture:

  • It is a complete, unified platform: Sales Cloud (now Agentforce Sales) is a holistic platform for the entire sales process. This ensures all your data is in one place, which makes insights more accurate and gives AI agents the full context they need to be effective. For reps, this eliminates the "swivel-chairing" of switching between tools to get their work done.
  • It is flexible and scalable: The platform is highly adaptable and "simple by default, advanced by choice." It can be configured with clicks, not code, and tailored to your unique sales methodologies and processes. You can start fast and add advanced capabilities as you grow, ensuring you get the maximum ROI.
  • It is a connected ecosystem: As part of the Agentforce 360 platform, it integrates seamlessly with other Salesforce solutions (like Marketing and Service) and third-party applications. This creates a true 360-degree view of the customer, allowing sales teams to see marketing engagement and service case history without ever leaving the CRM, leading to more informed conversations.
  • It is secure: Foundational to the platform is security, ensuring sensitive data is protected while also usable across the sales process to power analytics, insights, and autonomous AI action.

The implementation time for Salesforce Sales Cloud varies significantly based on the size and complexity of the business, the chosen edition, and the level of customization required. To help you start fast, Salesforce provides an accelerated deployment path. Using Salesforce Go, teams get a simplified, automated process that allows them to discover and set up features in minutes. This approach can enable deployment speeds up to 75% faster than more complex deployments. Enterprise-level deployments involving extensive data migration and custom integrations will naturally require a more comprehensive project timeline.

Data can be migrated into Sales Cloud using several methods. For smaller data sets, built-in data import wizards are often sufficient. For larger, more complex migrations, a business will typically use third-party data loading tools or engage a consulting partner. The migration process generally includes data cleanup, mapping old fields to new Sales Cloud fields, and testing the integrity of the imported data. Implementation of Data 360 can help ensure data remains clean and organized moving forward, usable for any application on the Agentforce 360 platform.

You can create a wide range of reports to track sales performance. Common examples include sales forecasts, pipeline analysis reports to see deal flow, sales activity reports to monitor rep productivity, and lead source tracking reports to measure marketing ROI. These reports can be built using different formats‌ — Tabular (simple lists), Summary (grouped data with subtotals), Matrix (grouped by rows and columns), and Joined (combining multiple reports). Check with your Salesforce admin to see how best to create reports for your needs.

Data security is a top priority for Salesforce. Sales Cloud uses a multi-layered security model that includes strong encryption for data in transit and at rest, fine-grained access controls, and robust physical security for its data centers. The platform allows administrators to define security settings down to the field level, ensuring that users only see the data relevant to their role and profile. This approach provides a high level of data security that meets industry standards and regulatory compliance requirements.