Inicio rápido
Esta guía abarca todas las funciones de Salesforce:
- Empezando — Create your account and finish basic setup
- Cómo usar la plataforma CRM — Keeps accounts, contacts, and deals in one record system.
- Cómo utilizar la automatización — Runs repetitive tasks such as alerts, updates, and reminders.
- Cómo utilizar la analítica — Builds reports on leads, conversion rates, and pipeline health.
- Cómo utilizar el servicio de atención al cliente de Track — Logs and routes customer issues through Service Cloud cases.
- Cómo usar plantillas de correo electrónico — Sends repeatable messages with merge fields and one shared format.
- Cómo utilizar la automatización con IA — Scores leads and recommends the next best action per deal.
- Cómo usar Agentforce y el desarrollo de aplicaciones de IA — Builds AI agents and custom apps on your existing data.
- Cómo utilizar el marketing y la publicidad — Plans campaigns and links marketing spend to closed revenue.
- Cómo utilizar el análisis visual — Turns saved reports into shared dashboards and charts.
Tiempo necesario: 5 minutos por función
También en esta guía: Consejos profesionales | Errores comunes | Solución de problemas | Precios | Alternativas
¿Por qué confiar en esta guía?
I’ve run Salesforce for three years across sales and support teams.
Every screen below comes from real hands-on work, not vendor marketing.
Salesforce is the most used CRM tool in business software today.
In today’s world, customers expect fast answers on their preferred channel.
It is a powerful tool for handling customer relationships at that scale.
Most salesforce users only touch a small slice of it.
This guide shows how to use Salesforce feature by feature.
Paso a paso, con capturas de pantalla y consejos profesionales.
Tutorial de Salesforce
This How to Use Salesforce tutorial walks through salesforce basics first, then the parts that make you fast.
You will see exactly how Salesforce works in daily use.
Most Salesforce work happens inside records, reports, and dashboards.
Fuerza de ventas
Run sales, service, and marketing on a single platform. Salesforce keeps customer datos, deals, and support cases in one place. Start free and connect your first records in minutes.
Primeros pasos con Salesforce
Finish this one-time setup before using any feature below.
Tarda unos tres minutos.
Paso 1: Crea tu cuenta
Go to the Salesforce website and click Start Free Trial.
Enter your work email and pick your main use case.
✓ Control: Comprueba tu bandeja de entrada for the login link.
Step 2: Open Your Org in the Browser
Salesforce infrastructure runs on cloud computación, so nothing gets installed.
Log in and set your password and seguridad question.
✓ Control: You should land on the Sales Cloud home page.
Step 3: Finish Initial Setup
Add your company details, then invite two colleagues as salesforce users.
Import a small contact list to test the field mapping.
✅ Hecho: Estás listo para usar cualquiera de las funciones a continuación.
Cómo usar la plataforma CRM de Salesforce
Plataforma CRM lets you store every account, contact, and deal inside one CRM tool.
Here’s how to use it, step by step.
Step 1: Open Sales Cloud
Click the app launcher and pick Sales Cloud.
This is where daily contact management happens.
Step 2: Create an account record
Hit New on the Accounts tab and fill the company fields.
Así es como se ve:
✓ Control: The new account appears at the top of your recent items.
Step 3: Log the first activity
Add a call, email, or task to the record timeline.
One record page gives a holistic view of that account.
✅ Resultado: All customer information for that company now lives on one page.
💡 Consejo profesional: Add the Activity Timeline to page layouts so customer interactions stay visible.
Cómo usar la automatización de Salesforce
Automatización lets you hand off repetitive tasks like field updates, alerts, and follow-up reminders.
Here’s how to use it, step by step.
Step 1: Open Flow Builder
Search Flows in Setup and click New Flow.
Older orgs may still show Process Constructor aquí.
Paso 2: Elige un desencadenante
Choose a record-triggered flow and select the object you want watched.
Así es como se ve:
✓ Control: The flow status switches from Draft to Active.
Step 3: Add the action
Add an update, task, or email alert, then activate the flow.
Automation like this is the fastest way to increase efficiency.
✅ Resultado: Salesforce now logs calls and alerts owners without manual work.
💡 Consejo profesional: Test every flow in a sandbox first, because active flows fire instantly.
Cómo usar Salesforce Analytics
Analítica lets you build reports on leads, conversion rates, and pipeline movement in minutes.
Here’s how to use it, step by step.
Step 1: Start a new report
Open the Reports tab and choose a report type.
Start with Opportunities for sales funnel questions.
Step 2: Group and filter
Group by stage or owner, then filter the date range.
Así es como se ve:
✓ Control: Row counts and totals update as you change filters.
Step 3: Save and share
Save the report to a shared folder your sales teams can open.
Shared numbers keep sales marketing handoffs honest.
✅ Resultado: You have a live view of customer activity and deal progress.
💡 Consejo profesional: Use bucket columns to group deal sizes without adding custom fields.
How to Track Salesforce Customer Support
Seguimiento de la asistencia al cliente lets you log, route, and close customer issues inside Salesforce Service Cloud.
Here’s how to use it, step by step.
Step 1: Switch to Service Cloud
Open the app launcher and select Service.
Cases sit at the centre of Service Cloud.
Step 2: Create a case
Click New Case, link the contact, and set priority.
Así es como se ve:
✓ Control: The case shows an owner and a case number.
Step 3: Set an assignment rule
Route new cases to the right queue in Setup.
Fast case closure does more for customer retention than discounts.
✅ Resultado: Support requests are tracked to close, which lifts customer satisfaction.
💡 Consejo profesional: Turn on Email-to-Case so replies from multiple channels land on one record.
Cómo usar las plantillas de correo electrónico de Salesforce
Plantillas de correo electrónico lets you send a consistent experience across every outbound message your reps write.
Here’s how to use it, step by step.
Paso 1: Abrir plantillas de correo electrónico
Find Email Templates in the app launcher and click New.
Pick a folder your team can reach.
Step 2: Write the body
Add merge fields for name, company, and purchase history.
Así es como se ve:
✓ Control: Merge fields fill in with real customer data before you send.
Step 3: Send from a record
Open a contact, click Email, then insert the template.
Better wording will improve customer engagement on every reply.
✅ Resultado: Reps write faster and marketing messages stay on brand.
💡 Consejo profesional: Keep subject lines under nine words to lift open and reply rates.
Cómo usar la automatización de IA de Salesforce
Automatización de IA lets you score leads and surface the next best action.
Here’s how to use it, step by step.
Step 1: Turn on Einstein
Search Einstein in Setup and enable lead scoring.
Scoring needs a few months of closed records.
Step 2: Add the score field
Drop the Einstein score onto your lead list view.
Así es como se ve:
✓ Control: Each lead shows a score and the reasons behind it.
Step 3: Act on the guidance
Work high scores first and read the upsell prompts.
Sharper targeting lifts sales productivity without hiring more reps.
✅ Resultado: Reps chase prospects that fit, so they close more deals.
💡 Consejo profesional: Clean old leads before enabling scoring, since bad data points skew results.
How to Use Salesforce Agentforce and AI App Developer
Fuerza de agentes y Aplicación de IA Desarrollo lets you build custom apps and AI agents.
Here’s how to use it, step by step.
Step 1: Open Agentforce Builder
Search Agentforce in Setup and start a new agent.
Salesforce applications share one data model, so setup is short.
Step 2: Give it topics
Define the topics and actions the agent is allowed to run.
Así es como se ve:
✓ Control: The preview panel answers using your real records.
Step 3: Test then publish
Run sample questions, fix gaps, then publish to a channel.
Agents handle routine questions, so reps engage customers instead.
✅ Resultado: You can develop apps and agents without a full dev team.
💡 Consejo profesional: Browse AppExchange first, since the right app often beats building from scratch.
How to Use Salesforce Marketer & Advertiser
Marketing y publicidad lets you plan marketing campaigns and tie spend back to closed revenue.
Here’s how to use it, step by step.
Step 1: Create a campaign
Open the Campaigns tab and add a webinar or email campaign.
Campaign hierarchies keep related marketing efforts together.
Step 2: Add members
Load leads and contacts into the campaign member list.
Así es como se ve:
✓ Control: Influenced revenue appears on the campaign record.
Step 3: Turn on Campaign Influence
Enable it in Setup to split credit across customer touchpoints.
Campaign reports show which programs bring in new customers.
✅ Resultado: Marketing teams can prove which programs convert customers.
💡 Consejo profesional: Connect Marketing Cloud so marketing automation and CRM share one member list.
How to Use Salesforce Visual Analyzer
Análisis visual lets you turn saved reports into dashboards your team reads daily.
Here’s how to use it, step by step.
Paso 1: Crear un panel de control
Open the Dashboards tab and click New Dashboard.
Each component pulls from a saved report.
Step 2: Add components
Add charts for pipeline, conversion rates, and open cases.
Así es como se ve:
✓ Control: Charts render with data instead of an empty placeholder.
Step 3: Schedule a refresh
Set a daily refresh and subscribe the people who need it.
Shared dashboards keep every team on the same page.
✅ Resultado: Everyone sees the same complete picture every morning.
💡 Consejo profesional: Set the running user carefully, because it controls what viewers can see.
Consejos y atajos profesionales de Salesforce
After three years of using Salesforce daily, these save the most time.
Atajos de teclado
| Acción | Atajo |
|---|---|
| Búsqueda global | Ctrl + / or Cmd + / |
| Save a record | Ctrl + S |
| Save and create new | Ctrl + Shift + S |
| Edit a record | E |
Características ocultas que la mayoría de la gente pasa por alto
- Split view: Turn it on in list views to work a queue without losing your place.
- List view charts: Click the chart icon for instant totals with no report builder.
- Login as user: Admins can see exactly what salesforce users see when adoption drops.
Errores comunes de Salesforce que debes evitar
Mistake #1: Skipping data hygiene
❌ Incorrecto: Teams import messy lists and let duplicate contact records pile up.
✅ Derecha: Clean data before import and require input only for essential fields.
Mistake #2: Making every field required
❌ Incorrecto: Reps skip records entirely when forms take five minutes to fill.
✅ Derecha: Keep required fields short so user adoption stays high across sales and marketing.
Mistake #3: Building automation with no plan
❌ Incorrecto: Overlapping flows fire at once and update the same record twice.
✅ Derecha: Map your marketing processes first, then build one flow per object.
Solución de problemas de Salesforce
Problem: You can’t see a record other people can see
Causa: Sharing settings and role hierarchy control record visibility.
Arreglar: Ask your admin to check the sharing rules on that object.
Problem: A flow fails with an error email
Causa: A required field is empty or a validation rule blocks the update.
Arreglar: Open the flow error email, read the failed element, then fix that field.
Problem: Reports return zero rows
Causa: The report type or the date filter is wrong.
Arreglar: Reset the date range to All Time and confirm the report type first.
Trailhead courses are written with industry experts and cost nothing.
Large migrations can also bring in the Salesforce professional services team.
📌 Nota: The Salesforce community usually answers faster than a support ticket.
¿Qué es Salesforce?
Fuerza de ventas is cloud based customer relationship management software for sales, service, and marketing.
Salesforce calls itself the Customer Company, and the product covers far more than contact records.
Think of it as one shared filing cabinet that every department can read.
Salesforce services connect departments so nobody works from a stale spreadsheet.
Mira este breve resumen:
Incluye estas características clave:
- Plataforma CRM: Keeps accounts, contacts, and deals in one record system.
- Automatización: Runs repetitive tasks such as alerts, updates, and reminders.
- Analítica: Builds reports on leads, conversion rates, and pipeline health.
- Seguimiento de la asistencia al cliente: Logs and routes customer issues through Service Cloud cases.
- Plantillas de correo electrónico: Sends repeatable messages with merge fields and one shared format.
- Automatización mediante IA: Scores leads and recommends the next best action per deal.
- Agentforce and AI App Development: Builds AI agents and custom apps on your existing data.
- Marketing y publicidad: Plans campaigns and links marketing spend to closed revenue.
- Análisis visual: Turns saved reports into shared dashboards and charts.
That mix of tools is why customer engagement improves within the first quarter.
Salesforce helps improve customer relationships by keeping every touch on one timeline.
Mapping customer journeys gets simple once activity is logged automatically.
The payoff is a better customer experience for buyers and agents alike.
Para una revisión completa, consulte nuestra Revisión de Salesforce.
Precios de Salesforce
Esto es lo que costará Salesforce en 2026:
| Plan | Precio | Mejor para |
|---|---|---|
| Lo esencial | $25/usuario/mes | Small teams learning the salesforce platform |
| Profesional | 75 dólares por usuario al mes | Growing sales teams that need forecasting |
| Empresa | $150 por usuario al mes | Companies building custom apps and deep automation |
Prueba gratuita: Yes, 30 days with no credit card.
Garantía de devolución de dinero: No, but plans are billed annually with no long lock-in.
💰 Mejor relación calidad-precio: Professional — forecasting and full reports without the Enterprise price.
Salesforce frente a alternativas
How does Salesforce compare against other CRM systems? Here is the short version.
Mira esta comparación:
| Herramienta | Mejor para | Precio | Clasificación |
|---|---|---|---|
| Fuerza de ventas | Depth and custom builds | $25/usuario/mes | ⭐ 4.5 |
| HubSpot | Ease of use and inbound marketing | Free plan, then $20/user/mo | ⭐ 4.5 |
| Zoho CRM | Equipos que tienen en cuenta el presupuesto | $14/usuario/mes | ⭐ 4.3 |
| Pipedrive | Simple visual pipelines | $24/user/mo | ⭐ 4.4 |
| Ventas frescas | Equipos pequeños que comienzan | $11/usuario/mes | ⭐ 4.2 |
Selecciones rápidas:
- Mejor en general: Salesforce — it scales from ten reps to ten thousand.
- Mejor presupuesto: Zoho CRM — the cheapest seat that still handles a sales funnel.
- Ideal para principiantes: HubSpot — the shortest path from signup to first deal.
- Best for customer support: Salesforce Service Cloud — cases, queues, and SLAs in one console.
🎯 Alternativas a Salesforce
Looking for Salesforce alternatives? These four come up most often.
- 🚀 HubSpot: Easier onboarding and free CRM software for small teams that want fast setup.
- 💰 Zoho CRM: Lowest cost per seat, with a wide bundle of business software attached.
- 🎯 Pipedrive: A pipeline-first CRM tool that sales teams can learn in an afternoon.
- 👶 Ventas frescas: Beginner-friendly CRM systems with built-in phone, chat, and AI scoring.
Para ver la lista completa, consulte nuestra Alternativas a Salesforce guía.
⚔️ Comparación de Salesforce
Así es como Salesforce se compara con cada uno de sus competidores:
- Salesforce frente a HubSpot: HubSpot wins on ease and price. Salesforce wins on depth, custom apps, and reporting.
- Salesforce frente a Zoho CRM: Zoho CRM costs far less. Salesforce scales better once processes get complicated.
- Salesforce frente a Pipedrive: Pipedrive is simpler for pure selling. Salesforce covers service, marketing, and analytics too.
- Salesforce vs Freshsales: Freshsales is quicker to launch. Salesforce offers more room to grow later.
Empiece a usar Salesforce ahora.
Aprendiste a usar todas las funciones principales de Salesforce:
- ✅ Plataforma CRM
- ✅ Automatización
- ✅ Analítica
- ✅ Seguimiento de la asistencia al cliente
- ✅ Plantillas de correo electrónico
- ✅ Automatización con IA
- ✅ Desarrollo de aplicaciones con Agentforce e IA
- ✅ Marketing y publicidad
- ✅ Análisis visual
Siguiente paso: Pick one feature and try it today.
Most people start with the CRM Platform.
Tarda menos de cinco minutos.
Preguntas frecuentes
¿Qué es Salesforce y cómo se utiliza?
Salesforce is cloud-based CRM software. You create accounts and contacts, then log customer interactions. Deals move through stages, and reports show the results.
¿Es Salesforce fácil para principiantes?
The basics are easy, but admin work is not. Most beginners handle records and reports in a week. Flows and permissions need real training.
¿Puedo aprender Salesforce gratis?
Yes. Trailhead is the free learning platform from Salesforce. It has training videos, hands-on modules, and a free developer org for practice.
¿Cuánto tiempo se tarda en aprender Salesforce?
Daily use takes about one week. Admin skills take two to three months of steady practice. Certification prep usually takes longer.
How is Salesforce used as a CRM?
It stores customer data on one platform and tracks every deal and case. It also automates repetitive tasks and reports on customer activity.
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