Your Free Upgrade is Here: Everything About “Salesforce Foundations”

On September 5th, 2024, Salesforce made a welcome announcement. It was officially revealed that there had been an upgrade in the existing functionalities initially offered to Sales Cloud and Service Cloud users, named “Foundations”. Let’s delve deeper into understanding the upgrade and how it will impact the Salesforce ecosystem as a whole.

What is “Foundations”?

Salesforce Foundations is an initiative aimed at providing a set of tools and resources to help organizations accelerate their digital transformation through its latest innovations and features. Salesforce is offering a free upgrade to its Enterprise Sales and Service Cloud customers. 

Who All Are Eligible for the Upgrade?

Salesforce Foundations, a free upgrade available to eligible Enterprise Sales and Service Cloud customers, offers a range of new features and capabilities. To qualify, customers must be on a specific Salesforce platform version and have a suitable subscription or licensing agreement. 

Coming later this fall, this upgrade will be accessible to Sales Cloud and/or Service Cloud Enterprise Edition or higher users. While email campaigns are limited to 2,000 sends per month, the offer includes 10,000 Data Cloud Segmentation and Activation credits. Please note that free Data Cloud credit limits and Commerce Pay Now transaction fees apply.

Key Features of the Upgrade

Here are some of the key features highlighted in the announcement:

• The upgrade includes access to Salesforce Einstein, a suite of AI-powered tools and features designed to help sales and service teams work more efficiently and effectively.

• The users can also get access to Lightning Experience, a more advanced UI that provides a more streamlined and efficient user experience.

• Lastly, the Sales and Service Cloud platforms have been promised some new features altogether like case management, opportunity management, email campaigns with specified regret segmentation features, and a sophisticated and secured payment gateway.  This will ensure the teams work more efficiently and effectively.

Moving on, let us look at the benefits the salesforce users will experience after this upgrade.

Benefits of this Upgrade

The free upgrade offer provides customers with access to a range of new features and innovations, including:

1. Enhanced Customer Experience: 

The upgrade includes new features and tools to help customers provide enhanced customer experiences, such as personalized engagement, streamlined processes, and improved responsiveness through with unified data.

2. Increased Productivity:

 The upgrade includes features and tools designed to help sales and service teams work more efficiently and effectively, such as automation, AI-powered insights, and streamlined workflows.

3. Improved Analytics and Insights: 

The upgrade includes enhanced analytics and insights capabilities, allowing customers to gain a deeper understanding of their business and make data-driven decisions.

4. Better Integration: 

The upgrade offers improved integration capabilities with other Salesforce products and services, such as Marketing Cloud, Commerce Cloud, and Einstein Analytics without any hassle. Further, Salesforce Foundations provides access to the AppExchange, a marketplace of pre-built extensions and integrations. 

5. Gain a Competitive Advantage: 

By staying ahead of the curve and leveraging the latest innovations and features, customers will be able to gain a competitive advantage in their respective markets.

Final Verdict: 

Overall, the free upgrade offer is a significant development for Salesforce customers, and is likely to have a major impact on the way they do business. By providing customers with access to the latest innovations and features, Salesforce is helping them accelerate their digital transformation and achieve their business goals.