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Today on the Salesforce Admins Podcast, we talk to Naveen Gabrani, Founder and CEO of Astrea IT Services. Join us as we chat about why Salesforce Foundations is a game-changer for admins.
You should subscribe for the full episode, but here are a few takeaways from our conversation with Naveen Gabrani.
This year at Dreamforce, Naveen is giving a presentation about something that Enterprise users already have access to that’s criminally underrated. “Salesforce Foundations is one of those lesser-known features,” he says, “but it is extremely important.”
Announced last year, Salesforce Foundations brings the most useful basic features from Agentforce Sales, Agentforce Service, Agentforce Marketing, Agentforce Commerce, Data 360, and Agentforce to your org. It has a modern UI that consolidates the most important features you use every day into an updated homepage.
And the best part? It’s free—you simply have to enable it in Setup.
Naveen gives some examples to highlight how important Salesforce Foundations truly is. If you have Agentforce Sales, you can borrow Agentforce Service features like Knowledge and macros to give your customers some technical support. Or you could build a customer journey with Agentforce Marketing’s flow-based interface that feeds into a Agentforce Commerce storefront.
With so many businesses pushing to integrate AI features, Salesforce Foundations gives you the opportunity to try before you buy. You can configure Agentforce and Data 360 to get everything integrated with your org and then make the decision to expand functionality. It’s much easier to convince stakeholders when you have something concrete to show them.
Naveen is a Dreamforce veteran, so I wanted to know what keeps bringing him back, year after year. “The biggest thing for me is to make sure that I get time to meet my customers, meet my friends in the ecosystem, meet my partners,” he says. “Those networking aspects of the conference have helped us a lot as a company in the long term.”
Each year, Naveen makes a point of writing a blog post to summarize his takeaways on what’s happening with the platform. Make sure to check it out, and make sure to subscribe to the Salesforce Admins Podcast so you never miss an episode.
Mike:
So Naveen, welcome to the podcast.
Naveen Gabrani:
Mike:
Naveen Gabrani:
Mike:
Naveen Gabrani:
Mike:
Naveen Gabrani:
Mike:
Naveen Gabrani:
Coming back to the user interface part, there are a few different things that are provided in the Salesforce Foundation user interface. One is all the apps are accessible on the left nav bar in a very modern UI. And also for setup for admins, the most important features are available through a dropdown. So for example, managing users, you can just go to the top right and then access the most important features that you use every day. The third important feature of the new Salesforce Foundation user interface is access to a more modern homepage that will give you everything that you need the moment you’ll land on the homepage. So that is the UI aspects of the Salesforce Foundation.
The second part of Salesforce Foundation is the access to multi-cloud, which is more important actually. So let’s say you are using Sales Cloud and you enable Salesforce Foundation. What it will give you is it’ll give you access to Service Cloud’s essential features, it will also give you access to essential features of Marketing Cloud, Commerce Cloud, Data Cloud, and Agentforce. The reason it is called Salesforce Foundations is because it gives you the platform on which you can start building your Agentforce applications without paying anything extra. Okay? So let me just elaborate this multi-cloud features.
Mike:
Naveen Gabrani:
So let me talk about Marketing Cloud next. So Marketing Cloud here is based on a flow like interface, so it’s based on top of flows. So you build journeys and you use flows to build your journeys. So let’s say you want to send a mail today and send another mail after two days to a market segment. Then you can create email contents using an Experience Cloud kind of interface, and then you build a journey and set up the campaigns, and this is all included within Salesforce Foundations. Okay? So you have Sales Cloud, you are getting essential version of Marketing Cloud for free, for no other charges. Okay?
Mike:
Naveen Gabrani:
The next is Commerce Cloud. So as part of your Foundation license, we have access to one storefront. You already have products available as part of Sales Cloud, so we can use Experience Cloud interface, a drag-and-drop kind of functionality, to build a professional looking user interface. And it’s fairly easy to set up. So we can build an e-commerce site for our clients using Commerce Cloud and Salesforce Foundations. And this is you can pretty much go live in a day, it’s so easy to set up. There are some limitations on the number of transactions and the number of storefronts, etc. But that is… So the idea is if you are a very large company and you’re exceeding those limits, then you work with your account manager and purchase additional transactions.
Also included our Data Cloud and Agentforce. If you want to just learn Data Cloud or you want to check whether Agentforce is good for me or not, then the idea is you can set it up in your Sales Cloud or Service Cloud org, try it out, test it out, set it up, everything. And then when you are satisfied with it, only then you buy it. So basic advantage of Salesforce Foundations is that you try everything. When you’re satisfied, only then go ahead and make a purchase. So that in a nutshell is various aspects that come out of the box without any charges when you have just a Sales Cloud or Service Cloud Enterprise or higher license.
Mike:
Naveen Gabrani:
Mike:
Naveen Gabrani:
Mike:
Naveen Gabrani:
Mike:
Naveen Gabrani:
Mike:
Naveen Gabrani:
Mike:
Naveen Gabrani:
Mike:
Naveen Gabrani:
Mike:
Naveen Gabrani:
Mike:
Naveen Gabrani:
Mike:
Naveen Gabrani:
Mike:
Naveen Gabrani:
Mike:
Naveen Gabrani:
Mike:
Naveen Gabrani:
Mike:
Naveen Gabrani:
Mike:
The post Get More from Your Org With Salesforce Foundations appeared first on Salesforce Admins.
By Mike Gerholdt4.7
201201 ratings
Today on the Salesforce Admins Podcast, we talk to Naveen Gabrani, Founder and CEO of Astrea IT Services. Join us as we chat about why Salesforce Foundations is a game-changer for admins.
You should subscribe for the full episode, but here are a few takeaways from our conversation with Naveen Gabrani.
This year at Dreamforce, Naveen is giving a presentation about something that Enterprise users already have access to that’s criminally underrated. “Salesforce Foundations is one of those lesser-known features,” he says, “but it is extremely important.”
Announced last year, Salesforce Foundations brings the most useful basic features from Agentforce Sales, Agentforce Service, Agentforce Marketing, Agentforce Commerce, Data 360, and Agentforce to your org. It has a modern UI that consolidates the most important features you use every day into an updated homepage.
And the best part? It’s free—you simply have to enable it in Setup.
Naveen gives some examples to highlight how important Salesforce Foundations truly is. If you have Agentforce Sales, you can borrow Agentforce Service features like Knowledge and macros to give your customers some technical support. Or you could build a customer journey with Agentforce Marketing’s flow-based interface that feeds into a Agentforce Commerce storefront.
With so many businesses pushing to integrate AI features, Salesforce Foundations gives you the opportunity to try before you buy. You can configure Agentforce and Data 360 to get everything integrated with your org and then make the decision to expand functionality. It’s much easier to convince stakeholders when you have something concrete to show them.
Naveen is a Dreamforce veteran, so I wanted to know what keeps bringing him back, year after year. “The biggest thing for me is to make sure that I get time to meet my customers, meet my friends in the ecosystem, meet my partners,” he says. “Those networking aspects of the conference have helped us a lot as a company in the long term.”
Each year, Naveen makes a point of writing a blog post to summarize his takeaways on what’s happening with the platform. Make sure to check it out, and make sure to subscribe to the Salesforce Admins Podcast so you never miss an episode.
Mike:
So Naveen, welcome to the podcast.
Naveen Gabrani:
Mike:
Naveen Gabrani:
Mike:
Naveen Gabrani:
Mike:
Naveen Gabrani:
Mike:
Naveen Gabrani:
Coming back to the user interface part, there are a few different things that are provided in the Salesforce Foundation user interface. One is all the apps are accessible on the left nav bar in a very modern UI. And also for setup for admins, the most important features are available through a dropdown. So for example, managing users, you can just go to the top right and then access the most important features that you use every day. The third important feature of the new Salesforce Foundation user interface is access to a more modern homepage that will give you everything that you need the moment you’ll land on the homepage. So that is the UI aspects of the Salesforce Foundation.
The second part of Salesforce Foundation is the access to multi-cloud, which is more important actually. So let’s say you are using Sales Cloud and you enable Salesforce Foundation. What it will give you is it’ll give you access to Service Cloud’s essential features, it will also give you access to essential features of Marketing Cloud, Commerce Cloud, Data Cloud, and Agentforce. The reason it is called Salesforce Foundations is because it gives you the platform on which you can start building your Agentforce applications without paying anything extra. Okay? So let me just elaborate this multi-cloud features.
Mike:
Naveen Gabrani:
So let me talk about Marketing Cloud next. So Marketing Cloud here is based on a flow like interface, so it’s based on top of flows. So you build journeys and you use flows to build your journeys. So let’s say you want to send a mail today and send another mail after two days to a market segment. Then you can create email contents using an Experience Cloud kind of interface, and then you build a journey and set up the campaigns, and this is all included within Salesforce Foundations. Okay? So you have Sales Cloud, you are getting essential version of Marketing Cloud for free, for no other charges. Okay?
Mike:
Naveen Gabrani:
The next is Commerce Cloud. So as part of your Foundation license, we have access to one storefront. You already have products available as part of Sales Cloud, so we can use Experience Cloud interface, a drag-and-drop kind of functionality, to build a professional looking user interface. And it’s fairly easy to set up. So we can build an e-commerce site for our clients using Commerce Cloud and Salesforce Foundations. And this is you can pretty much go live in a day, it’s so easy to set up. There are some limitations on the number of transactions and the number of storefronts, etc. But that is… So the idea is if you are a very large company and you’re exceeding those limits, then you work with your account manager and purchase additional transactions.
Also included our Data Cloud and Agentforce. If you want to just learn Data Cloud or you want to check whether Agentforce is good for me or not, then the idea is you can set it up in your Sales Cloud or Service Cloud org, try it out, test it out, set it up, everything. And then when you are satisfied with it, only then you buy it. So basic advantage of Salesforce Foundations is that you try everything. When you’re satisfied, only then go ahead and make a purchase. So that in a nutshell is various aspects that come out of the box without any charges when you have just a Sales Cloud or Service Cloud Enterprise or higher license.
Mike:
Naveen Gabrani:
Mike:
Naveen Gabrani:
Mike:
Naveen Gabrani:
Mike:
Naveen Gabrani:
Mike:
Naveen Gabrani:
Mike:
Naveen Gabrani:
Mike:
Naveen Gabrani:
Mike:
Naveen Gabrani:
Mike:
Naveen Gabrani:
Mike:
Naveen Gabrani:
Mike:
Naveen Gabrani:
Mike:
Naveen Gabrani:
Mike:
Naveen Gabrani:
Mike:
Naveen Gabrani:
Mike:
The post Get More from Your Org With Salesforce Foundations appeared first on Salesforce Admins.

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