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Published October 9, 2024Updated September 10, 20263 min read
byHeath BrownsworthHeath Brownsworth

Unlock Hidden Value: Salesforce Foundations – A Free Upgrade You Might Have Missed!

Unlock Hidden Value: Salesforce Foundations – A Free Upgrade You Might Have Missed!

KEY TAKEAWAYS

Salesforce Foundations is a free upgrade, available from September 17, 2024, that connects Sales Cloud and Service Cloud customers to broader Salesforce capabilities across sales, service, marketing, commerce, and Data Cloud. It helps unify customer data and workflows without extra licensing. Eligibility is Sales and/or Service Cloud Enterprise Edition or higher, with some feature limits noted.

  • Salesforce Foundations launched quietly around Dreamforce 2024 as a free upgrade for eligible customers.

  • It spans Sales, Service, Marketing, Commerce (including D2C storefront and Pay Now), and Data Cloud capabilities.

  • Benefits include a unified customer view, cross-team efficiency, and new B2B/D2C revenue channel opportunities.

  • Salesforce Advanced Edition adds expanded Data Cloud, more Agentforce options, analytics and knowledge, and Order Management.

  • Foundations is available starting September 17, 2024 to Sales Cloud and/or Service Cloud Enterprise Edition or higher, with listed usage limits.

Amidst the whirlwind of Dreamforce 2024 announcements, a valuable opportunity for Salesforce customers may have slipped under the radar. Salesforce quietly launched Salesforce Foundations, a free upgrade packed with powerful features to connect your existing Sales Cloud and Service Cloud with other Salesforce solutions. This means you can unlock more value from your current investment without any additional licensing costs!

What Does Salesforce Foundations Offer?

Salesforce Foundations provides a robust foundation for your business by offering key features across multiple Salesforce clouds:

  • Sales: Manage your entire sales pipeline, from lead to close, with tools for tracking opportunities, accounts, and contacts.
  • Service: Deliver exceptional customer support through the pre-configured Service Console, Omni-channel case routing, Knowledge Management, and time-saving macros.
  • Marketing: Unify customer data, gain deeper insights, and create targeted marketing campaigns powered by Salesforce Flows.
  • Commerce: Launch a Direct-to-Consumer (D2C) online storefront with customizable shopping experiences and integrated payment options like Pay Now for faster transactions.
  • Data Cloud: Create a unified view of your customers by consolidating data from all your sources. Build customer segments for targeted campaigns, analyze customer behavior, and power personalized communications like order confirmations and marketing emails.

Why This Matters to You

Salesforce Foundations empowers your business to:

  • Gain a unified view of your customers: Break down data silos and get a comprehensive view of customer interactions across all departments.
  • Drive efficiency and productivity: Streamline workflows and improve collaboration between your sales, service, marketing, and commerce teams.
  • Explore new revenue opportunities: Expand into new markets and sales channels with B2B and D2C commerce solutions.

Need More? Consider Salesforce Advanced Edition

While Salesforce Foundations offers a powerful starting point, some businesses may need more advanced features. For those seeking additional capabilities, Salesforce Advanced Edition builds upon Foundations, providing:

  • Expanded Data Cloud functionalities: Unlock deeper insights with enhanced data management and segmentation tools.
  • More Agentforce options: Improve customer service with advanced agent productivity and automation tools.
  • Analytics & Knowledge: Access comprehensive analytics to understand business performance and empower teams with a robust knowledge base.
  • Salesforce Order Management: Streamline your order fulfillment process and optimize your order lifecycle management.

If you’re looking to elevate your Salesforce experience, the Advanced Edition offers a complete suite of tools to take your business to the next level.

How to Get Started

Starting September 17, 2024, Salesforce Foundations is available to all new and existing Salesforce customers at no extra cost. To unlock these powerful features, contact your Salesforce account representative to learn more and get started today.

AAXIS Can Help You Maximize Salesforce Foundations

As a certified Salesforce partner specializing in Commerce Cloud implementations, AAXIS can help you harness the full potential of Salesforce Foundations and Advanced Edition. Whether you’re exploring new commerce avenues or seeking to optimize your customer interactions, AAXIS is here to support your business growth.

Don’t miss out on this opportunity to maximize your Salesforce investment!

Link to Salesforce Foundations Announcement

AAXIS Solutions for Salesforce Commerce

Fine Print

  • Salesforce Foundations is available to Sales Cloud and/or Service Cloud Enterprise Edition customers or higher, starting September 17, 2024.
  • Agentforce Agents will be available to try with Salesforce Foundations later this year.
  • Subject to regional availability.
  • Email campaigns are limited to 2,000 sends per month.
  • 10,000 Data Cloud Segmentation and Activation credits included.
  • Free Data Cloud credit limits apply.
  • Commerce Pay Now transaction fees apply.
FAQs

FAQs

It is a free upgrade that connects existing Sales Cloud and Service Cloud investments with other Salesforce solutions, unlocking more value without additional licensing costs.

It covers sales pipeline tools; a Service Console with Omni-channel routing, Knowledge, and macros; marketing via Flows; a D2C commerce storefront with Pay Now; and Data Cloud for unified customer data, segments, and personalized communications.

Starting September 17, 2024, it is available to all new and existing Salesforce customers who have Sales Cloud and/or Service Cloud Enterprise Edition or higher, subject to regional availability.

Advanced Edition builds on Foundations with expanded Data Cloud capabilities, more Agentforce options, analytics and knowledge tools, and Salesforce Order Management.

Agentforce Agents are available to try later in the year; email campaigns are limited to 2,000 sends per month; 10,000 Data Cloud Segmentation and Activation credits are included; free Data Cloud credit limits apply; and Commerce Pay Now transaction fees apply.

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