Get started

Get started

Bring yourself up to speed with our introductory content.

• Salesforce Einstein

  Salesforce Einstein is an artificial intelligence (AI) technology that has been developed for the Salesforce Customer Success Platform. Salesforce's AI product, Einstein, is now available across the company's core cloud products, as part of its ... Continue Reading

• Apex Connector Framework

  The Apex Connector Framework is a set of classes and methods in the DataSource namespace for creating a custom adapter for Salesforce Connect. Continue Reading

• Salesforce Knowledge Sidebar

  A Knowledge Sidebar in a Salesforce Console displays titles of Salesforce Knowledge articles that are related to the specified subject. The sidebar only displays for Salesforce Knowledge users after administrators set it up. Continue Reading

• Four features of contact center evolution

  Contact center evolution is explored through four key features, identifying how contact centers have changed through the past, present and future. Continue Reading

• show-me marketing

  Show-me marketing is the practice of telling a brand's story and engaging consumers through pictures, videos and other visual media. Continue Reading

• Definitions to Get Started

  • social media influence
  • customer experience (CX)
  • call center
  • relationship marketing

  • brand ambassador
  • customer lifecycle
  • customer acquisition cost
  • marketing-qualified lead (MQL)

  View All Definitions

• buying signals

  Buying signals are behavioral cues that indicate the intentions of prospective or existing customers in terms of their readiness to buy.Continue Reading

• Salesforce Sales Cloud closes the data sharing gap

  Salespeople live and die by the close. Closing a sale can be an art form, but there's far more to sealing a deal than artistry. Purchase decisions are based increasingly more on customer experience than product and price. And as competition for ...Continue Reading

• data smog

  Data smog refers to the volume and velocity of data that is being created by devices connected to the Internet of Things.Continue Reading

• customer health score

  A customer health score is a value that indicates the long-term prospect for a customer to drop off or, conversely, to become a high-value, repeat customer through renewal or cross-selling or up-selling strategies.Continue Reading

• phygital

  Companies are seeking to combine physical and digital (phygital) communication channels and provide customers with a seamless experience.Continue Reading

• Salesforce1 Platform

  Salesforce1 enables the building of applications in the Salesforce Customer Success Platform, in conjunction with the Lightning development platform. The combination also allows for third-party applications to be built on top of Salesforce apps for ...Continue Reading

• sales pipeline

  A sales pipeline is a visual representation of sales prospects and where they are in the purchasing process.Continue Reading

• Salesforce IdeaExchange

  The Salesforce IdeaExchange is an online community where customers can interact with one another, engage with the company to suggest and vote on new features, and gain insights into upcoming releases.Continue Reading

• Salesforce App Cloud

  The Salesforce App Cloud offers developers a series of frameworks and tools to create applications within the Salesforce platform or to create third-party apps on top of it.Continue Reading

• field service management (FSM)

  Field service management software enables companies to manage dispersed workers and resources. These workers can gain access to schedules, work orders and customer information via mobile devices.Continue Reading