Impara a usare Prezi passo dopo passo. Questo tutorial del 2026 illustra presentazioni con intelligenza artificiale, video Prezi, infografiche e molto altro, con screenshot e consigli professionali.

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• Iniziare — Create your account and finish basic setup
• Come utilizzare il marketing e la pubblicità — Keeps accounts, contacts, and deals in one record system.
• Come utilizzare un generatore di piani di lezione basato sull'intelligenza artificiale — Runs repetitive tasks such as alerts, updates, and reminders.
• Come utilizzare gli strumenti di analisi — Builds reports on leads, conversion rates, and pipeline health.
• Come utilizzare Remix Slides — Logs and routes customer issues through Service Cloud cases.
• Come utilizzare i modelli di email — Sends repeatable messages with merge fields and one shared format.
• — Partecipazione automatica alle riunioni e registrazione a mani libere — Scores leads and recommends the next best action per deal.
• Come utilizzare la base di conoscenza sull'IA — Builds AI agents and custom apps on your existing data.
• Come utilizzare AI Outliner Assistant — Plans campaigns and links marketing spend to closed revenue.
• Come utilizzare le presentazioni basate sull'intelligenza artificiale — Turns saved reports into shared dashboards and charts.

Tempo necessario: 5 minuti per ogni servizio

In questa guida troverete anche: Consigli professionali | Errori comuni | Risoluzione dei problemi | Prezzi | Alternative

Perché fidarsi di questa guida

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.

Passo dopo passo, con schermate e consigli da professionisti.

Prezi è uno degli strumenti di presentazione basati sull'intelligenza artificiale più potenti oggi disponibili.

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.

Forza vendita

Run sales, service, and marketing on a single platform. Salesforce keeps customer dati, deals, and support cases in one place. Start free and connect your first records in minutes.

PROVA SUBITO SALESFORCE →

LEGGI LA RECENSIONE COMPLETA →

ALTERNATIVE A SALESFORCE →

Ho iniziato con l'estensione Hunter per Chrome, ed è ancora una delle mie funzionalità preferite.

Finish this one-time setup before using any feature below.

Ci vogliono circa tre minuti.

Passaggio 1: crea il tuo account

Go to the Salesforce website and click Start Free Trial.

Enter your work email and pick your main use case.

✓ Punto di controllo: Controlla il tuo posta in arrivo for the login link.

Step 2: Open Your Org in the Browser

Salesforce infrastructure runs on cloud informatica, so nothing gets installed.

Log in and set your password and sicurezza question.

✓ Punto di controllo: 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.

Comunicazione multicanale:

✅ Agentforce AI 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.

Ecco come si presenta:

✓ Punto di controllo: 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.

Gestisci contatti, potenziali clienti, clienti e trattative in un unico database.

Automazione 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 Costruttore Qui.

Passaggio 2: Scegli un grilletto

Choose a record-triggered flow and select the object you want watched.

Ecco come si presenta:

✓ Punto di controllo: 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.

e automazione dei processi.

Analisi 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.

Ecco come si presenta:

✓ Punto di controllo: 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.

How to Track Salesforce Customer Support

Come utilizzare le diapositive Remix di SlidesAI 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.

Ecco come si presenta:

✓ Punto di controllo: 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.

Il piano gratuito di Jimdo

Modelli di posta elettronica lets you send a consistent experience across every outbound message your reps write.

Here’s how to use it, step by step.

Vai su "Impostazioni" e poi su "Modelli di email".

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.

Ecco come si presenta:

✓ Punto di controllo: 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.

Loomly include una funzionalità di flusso di lavoro di approvazione.

Automazione AI 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.

Ecco come si presenta:

✓ Punto di controllo: 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.

How to Use Salesforce Agentforce and AI App Developer

Flessibilità di progettazione App di intelligenza artificiale Base di conoscenze sull'IA 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.

Ecco come si presenta:

✓ Punto di controllo: 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.

How to Use Salesforce Marketer & Advertiser

Marketing e pubblicità 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.

Ecco come si presenta:

✓ Punto di controllo: 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.

How to Use Salesforce Visual Analyzer

Utilizza il lettore desktop per le presentazioni importanti. Funziona offline e visualizza le note del relatore su uno schermo separato. lets you turn saved reports into dashboards your team reads daily.

Here’s how to use it, step by step.

Passaggio 1: Creare una dashboard

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.

Ecco come si presenta:

✓ Punto di controllo: 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.

Suggerimenti e scorciatoie per Prezi Pro

After three years of using Salesforce daily, these save the most time.

Scorciatoie da tastiera

Funzionalità nascoste che la maggior parte delle persone non nota

• 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.

Errori comuni da evitare in Fireflys AI

Mistake #1: Skipping data hygiene

Mistake #2: Making every field required

Mistake #3: Building automation with no plan

Verifica la tua connessione internet, aggiorna l'app e prova a disconnetterti e ad accedere di nuovo.

Problem: You can’t see a record other people can see

Causa: Sharing settings and role hierarchy control record visibility.

Aggiustare: 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.

Aggiustare: 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.

Aggiustare: 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.

Che cos'è Salesforce?

Forza vendita 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.

Guarda questa breve panoramica:

Include le seguenti caratteristiche principali:

• Come utilizzare la piattaforma CRM Salesforce Keeps accounts, contacts, and deals in one record system.
• Automazione: Runs repetitive tasks such as alerts, updates, and reminders.
• Analisi: Builds reports on leads, conversion rates, and pipeline health.
• Gestivano un'agenzia di marketing digitale in Francia e negli Stati Uniti. Logs and routes customer issues through Service Cloud cases.
• Modelli di email: Sends repeatable messages with merge fields and one shared format.
• Trascina i blocchi uno accanto all'altro per creare colonne. 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.
• ✅ Saleshandy è PERFETTO per te se: Plans campaigns and links marketing spend to closed revenue.
• Supporto per oltre 25 lingue: 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.

Per una recensione completa, consulta la nostra Prezzi di Notion AI.

Prezzi Salesforce

Test dello strumento — 50 crediti/mese

Prova gratuita: Yes, 30 days with no credit card.

Garanzia di rimborso: No, but plans are billed annually with no long lock-in.

💰 Miglior rapporto qualità-prezzo: Professional — forecasting and full reports without the Enterprise price.

Salesforce contro le alternative

How does Salesforce compare against other CRM systems? Here is the short version.

Guarda questo confronto:

Scelte rapide:

• Il migliore in assoluto: Salesforce — it scales from ten reps to ten thousand.
• Miglior budget: Zoho CRM — the cheapest seat that still handles a sales funnel.
• Ideale per principianti: HubSpot — the shortest path from signup to first deal.
• Best for customer support: Salesforce Service Cloud — cases, queues, and SLAs in one console.

🎯 Alternative 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.
• 👶 Freshsales: Beginner-friendly CRM systems with built-in phone, chat, and AI scoring.

Per l'elenco completo, consultare il nostro Alternative a Salesforce guida.

⚔️ Confronto tra Salesforce

Salesforce è la scelta migliore per flussi di lavoro complessi e team numerosi. Pipedrive è invece ideale per i team di piccole dimensioni che desiderano una configurazione rapida e una pipeline intuitiva.

• Salesforce contro HubSpot: HubSpot wins on ease and price. Salesforce wins on depth, custom apps, and reporting.
• Salesforce contro Zoho CRM: Zoho CRM costs far less. Salesforce scales better once processes get complicated.
• Salesforce contro Pipedrive: Pipedrive is simpler for pure selling. Salesforce covers service, marketing, and analytics too.
• Salesforce contro Freshsales: Freshsales is quicker to launch. Salesforce offers more room to grow later.

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Analisi integrate

• ✅ Creatore di spazi
• ✅ Librerie di squadra
• ✅ Analisi
• ✅ Temi personalizzabili
• ✅ Registrazione e trascrizione delle riunioni
• Surfer SEO è la soluzione giusta per te?
• Maildoso è la soluzione giusta per te?
• ✅ Definizione degli obiettivi della campagna
• per soli 0,50 dollari in più rispetto al piano Base.

Passo successivo: Pick one feature and try it today.

Most people start with the CRM Platform.

Ci vogliono meno di cinque minuti.

Domande frequenti

Salesforce offre maggiori possibilità di personalizzazione e un marketplace di app più ampio. Zoho CRM offre funzionalità simili a circa metà del costo.

Salesforce is cloud-based CRM software. You create accounts and contacts, then log customer interactions. Deals move through stages, and reports show the results.

L'assistenza clienti di Planable è reattiva. Ho ricevuto risposte entro poche ore ogni volta che li ho contattati.

The basics are easy, but admin work is not. Most beginners handle records and reports in a week. Flows and permissions need real training.

Rispetto a CRM più semplici come Pipedrive o HubSpot, Salesforce presenta una curva di apprendimento piuttosto ripida. Tuttavia, Salesforce offre Trailhead, una piattaforma di formazione gratuita con moduli guidati. La maggior parte dei principianti può apprendere le basi in una o due settimane di pratica costante.

Yes. Trailhead is the free learning platform from Salesforce. It has training videos, hands-on modules, and a free developer org for practice.

Utilizza il calendario sincronizzato

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.