クイックスタート
このガイドでは、Salesforceのすべての機能を網羅しています。
- はじめる — Create your account and finish basic setup
- CRMプラットフォームの使い方 — Keeps accounts, contacts, and deals in one record system.
- 自動化ツールの使い方 — Runs repetitive tasks such as alerts, updates, and reminders.
- アナリティクスの使い方 — Builds reports on leads, conversion rates, and pipeline health.
- Trackカスタマーサポートの使い方 — Logs and routes customer issues through Service Cloud cases.
- メールテンプレートの使い方 — Sends repeatable messages with merge fields and one shared format.
- AI自動化の活用方法 — Scores leads and recommends the next best action per deal.
- AgentforceとAIアプリ開発の活用方法 — Builds AI agents and custom apps on your existing data.
- マーケティングと広告の使い方 — Plans campaigns and links marketing spend to closed revenue.
- ビジュアルアナリティクスの使い方 — Turns saved reports into shared dashboards and charts.
所要時間： 各作品につき5分
このガイドには以下の内容も含まれています。 プロのヒント | よくある間違い | トラブルシューティング | 価格 | 代替案
このガイドを信頼する理由
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.
スクリーンショットとプロのアドバイスを交えながら、手順を一つずつ解説します。
Salesforceチュートリアル
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.
セールスフォース
Run sales, service, and marketing on a single platform. Salesforce keeps customer データ, deals, and support cases in one place. Start free and connect your first records in minutes.
Salesforce入門
Finish this one-time setup before using any feature below.
約3分かかります。
ステップ1：アカウントを作成する
Go to the Salesforce website and click Start Free Trial.
Enter your work email and pick your main use case.
✓ チェックポイント: チェックしてください 受信トレイ for the login link.
Step 2: Open Your Org in the Browser
Salesforce infrastructure runs on cloud コンピューティング, so nothing gets installed.
Log in and set your password and 安全 question.
✓ チェックポイント: 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.
✅ 完了: これで、以下のすべての機能をご利用いただけます。
Salesforce CRMプラットフォームの使い方
CRMプラットフォーム 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.
これがその様子です。
✓ チェックポイント: 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.
✅ 結果: All customer information for that company now lives on one page.
💡 プロのヒント: Add the Activity Timeline to page layouts so customer interactions stay visible.
Salesforceオートメーションの使い方
オートメーション 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 ビルダー ここ。
ステップ2：トリガーを選択する
Choose a record-triggered flow and select the object you want watched.
これがその様子です。
✓ チェックポイント: 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.
✅ 結果: Salesforce now logs calls and alerts owners without manual work.
💡 プロのヒント: Test every flow in a sandbox first, because active flows fire instantly.
Salesforce Analyticsの使い方
分析 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.
これがその様子です。
✓ チェックポイント: 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.
✅ 結果: You have a live view of customer activity and deal progress.
💡 プロのヒント: Use bucket columns to group deal sizes without adding custom fields.
How to Track Salesforce Customer Support
カスタマーサポートを追跡する 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.
これがその様子です。
✓ チェックポイント: 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.
✅ 結果: Support requests are tracked to close, which lifts customer satisfaction.
💡 プロのヒント: Turn on Email-to-Case so replies from multiple channels land on one record.
Salesforceメールテンプレートの使い方
メールテンプレート lets you send a consistent experience across every outbound message your reps write.
Here’s how to use it, step by step.
ステップ1：メールテンプレートを開く
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.
これがその様子です。
✓ チェックポイント: 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.
✅ 結果: Reps write faster and marketing messages stay on brand.
💡 プロのヒント: Keep subject lines under nine words to lift open and reply rates.
Salesforce AIオートメーションの使い方
AI自動化 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.
これがその様子です。
✓ チェックポイント: 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.
✅ 結果: Reps chase prospects that fit, so they close more deals.
💡 プロのヒント: Clean old leads before enabling scoring, since bad data points skew results.
How to Use Salesforce Agentforce and AI App Developer
エージェントフォースと AIアプリ 発達 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.
これがその様子です。
✓ チェックポイント: 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.
✅ 結果: You can develop apps and agents without a full dev team.
💡 プロのヒント: Browse AppExchange first, since the right app often beats building from scratch.
How to Use Salesforce Marketer & Advertiser
マーケティングと広告 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.
これがその様子です。
✓ チェックポイント: 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.
✅ 結果: Marketing teams can prove which programs convert customers.
💡 プロのヒント: Connect Marketing Cloud so marketing automation and CRM share one member list.
How to Use Salesforce Visual Analyzer
ビジュアルアナリティクス lets you turn saved reports into dashboards your team reads daily.
Here’s how to use it, step by step.
ステップ1：ダッシュボードを作成する
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.
これがその様子です。
✓ チェックポイント: 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.
✅ 結果: Everyone sees the same complete picture every morning.
💡 プロのヒント: Set the running user carefully, because it controls what viewers can see.
Salesforceのプロ向けヒントとショートカット
After three years of using Salesforce daily, these save the most time.
キーボードショートカット
| アクション | ショートカット |
|---|---|
| グローバル検索 | Ctrl + / or Cmd + / |
| Save a record | Ctrl + S |
| Save and create new | Ctrl + Shift + S |
| Edit a record | E |
ほとんどの人が見逃す隠れた機能
- 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.
Salesforceでよくある間違いを避ける方法
Mistake #1: Skipping data hygiene
❌ 間違い: Teams import messy lists and let duplicate contact records pile up.
✅ 右: Clean data before import and require input only for essential fields.
Mistake #2: Making every field required
❌ 間違い: Reps skip records entirely when forms take five minutes to fill.
✅ 右: Keep required fields short so user adoption stays high across sales and marketing.
Mistake #3: Building automation with no plan
❌ 間違い: Overlapping flows fire at once and update the same record twice.
✅ 右: Map your marketing processes first, then build one flow per object.
Salesforceのトラブルシューティング
Problem: You can’t see a record other people can see
原因： Sharing settings and role hierarchy control record visibility.
修理： Ask your admin to check the sharing rules on that object.
Problem: A flow fails with an error email
原因： A required field is empty or a validation rule blocks the update.
修理： Open the flow error email, read the failed element, then fix that field.
Problem: Reports return zero rows
原因： The report type or the date filter is wrong.
修理： 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.
📌 注記： The Salesforce community usually answers faster than a support ticket.
Salesforce とは何ですか?
セールスフォース 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.
こちらの簡単な概要をご覧ください。
主な機能は以下のとおりです。
- CRMプラットフォーム： Keeps accounts, contacts, and deals in one record system.
- オートメーション： Runs repetitive tasks such as alerts, updates, and reminders.
- 分析: Builds reports on leads, conversion rates, and pipeline health.
- カスタマーサポートを追跡する： Logs and routes customer issues through Service Cloud cases.
- メールテンプレート： Sends repeatable messages with merge fields and one shared format.
- AIによる自動化： 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.
- マーケティング＆広告： Plans campaigns and links marketing spend to closed revenue.
- ビジュアルアナリティクス： 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.
詳細なレビューについては、こちらをご覧ください。 Salesforceのレビュー.
Salesforceの価格
2026年のSalesforceのコストは以下のとおりです。
| プラン | 価格 | 最適な用途 |
|---|---|---|
| 必需品 | 1ユーザーあたり月額25ドル | Small teams learning the salesforce platform |
| プロ | 月額75ドル/ユーザー | Growing sales teams that need forecasting |
| 企業 | 1ユーザーあたり月額150ドル | Companies building custom apps and deep automation |
無料トライアル: Yes, 30 days with no credit card.
返金保証: No, but plans are billed annually with no long lock-in.
💰 最もお得な価格: Professional — forecasting and full reports without the Enterprise price.
Salesforceと代替ソリューションの比較
How does Salesforce compare against other CRM systems? Here is the short version.
この比較をご覧ください。
| 道具 | 最適な用途 | 価格 | 評価 |
|---|---|---|---|
| セールスフォース | Depth and custom builds | 月額25ドル/ユーザー | ⭐ 4.5 |
| ハブスポット | Ease of use and inbound marketing | Free plan, then $20/user/mo | ⭐ 4.5 |
| Zoho CRM | 予算を重視するチーム | 1ユーザーあたり月額14ドル | ⭐ 4.3 |
| パイプドライブ | Simple visual pipelines | $24/user/mo | ⭐ 4.4 |
| フレッシュセール | 小規模チームがスタートする | 1ユーザーあたり月額11ドル | ⭐ 4.2 |
おすすめ商品：
- 総合ベスト： Salesforce — it scales from ten reps to ten thousand.
- ベスト予算： Zoho CRM — the cheapest seat that still handles a sales funnel.
- 初心者におすすめ： HubSpot — the shortest path from signup to first deal.
- Best for customer support: Salesforce Service Cloud — cases, queues, and SLAs in one console.
🎯 Salesforceの代替案
Looking for Salesforce alternatives? These four come up most often.
- 🚀 ハブスポット： 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.
- 🎯 パイプドライブ: A pipeline-first CRM tool that sales teams can learn in an afternoon.
- 👶 フレッシュセール： Beginner-friendly CRM systems with built-in phone, chat, and AI scoring.
全リストについては、こちらをご覧ください。 Salesforceの代替品 ガイド。
⚔️ Salesforceとの比較
Salesforceが各競合他社と比べてどうなのか、以下に示します。
- Salesforce vs HubSpot: HubSpot wins on ease and price. Salesforce wins on depth, custom apps, and reporting.
- SalesforceとZoho CRMの比較: Zoho CRM costs far less. Salesforce scales better once processes get complicated.
- Salesforce vs 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.
今すぐSalesforceを使い始めましょう
あなたはSalesforceの主要な機能をすべて使いこなせるようになりました。
- ✅ CRMプラットフォーム
- ✅ 自動化
- ✅ 分析
- ✅ カスタマーサポートを追跡する
- ✅ メールテンプレート
- ✅ AIによる自動化
- ✅ AgentforceとAIアプリ開発
- ✅ マーケティング＆広告
- ✅ ビジュアルアナリティクス
次のステップ： Pick one feature and try it today.
Most people start with the CRM Platform.
5分もかかりません。
よくある質問
Salesforceとは何ですか？また、どのように活用するのですか？
Salesforce is cloud-based CRM software. You create accounts and contacts, then log customer interactions. Deals move through stages, and reports show the results.
Salesforceは初心者にとって使いやすいですか？
The basics are easy, but admin work is not. Most beginners handle records and reports in a week. Flows and permissions need real training.
Salesforceを無料で学ぶことはできますか？
Yes. Trailhead is the free learning platform from Salesforce. It has training videos, hands-on modules, and a free developer org for practice.
Salesforceを習得するにはどれくらい時間がかかりますか？
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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