2026년 Salesforce를 활용한 영업 성공 전략은 무엇일까요?

빠른 시작

이 가이드에서는 Salesforce의 모든 기능을 다룹니다.

• 시작하기 — Create your account and finish basic setup
• CRM 플랫폼 사용 방법 — Keeps accounts, contacts, and deals in one record system.
• 자동화 사용 방법 — Runs repetitive tasks such as alerts, updates, and reminders.
• 분석 도구 사용 방법 — Builds reports on leads, conversion rates, and pipeline health.
• Track 고객 지원 사용 방법 — Logs and routes customer issues through Service Cloud cases.
• 이메일 템플릿 사용 방법 — Sends repeatable messages with merge fields and one shared format.
• AI 자동화 사용 방법 — Scores leads and recommends the next best action per deal.
• Agentforce와 AI 앱 개발 활용 방법 — Builds AI agents and custom apps on your existing data.
• 마케팅 및 광고 활용 방법 — Plans campaigns and links marketing spend to closed revenue.
• 시각적 분석 사용 방법 — Turns saved reports into shared dashboards and charts.

소요 시간: 각 작품당 5분

이 가이드에는 다음 내용도 포함되어 있습니다. 프로 팁 | 흔히 저지르는 실수 | 문제 해결 | 가격 | 대안

이 가이드를 신뢰해야 하는 이유

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.

단계별 설명과 스크린샷, 전문가 팁을 함께 제공합니다.

Salesforce 튜토리얼

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.

세일즈포스

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

지금 바로 세일즈포스를 사용해 보세요 →

전체 리뷰 읽기 →

세일즈포스 대안 →

Salesforce 시작하기

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

약 3분 정도 걸립니다.

1단계: 계정 생성

Go to the Salesforce website and click Start Free Trial.

Enter your work email and pick your main use case.

✓ 검문소: 확인하세요 받은 편지함 for the login link.

Step 2: Open Your Org in the Browser

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

Log in and set your password and 보안 question.

✓ 검문소: 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.

Salesforce CRM 플랫폼 사용 방법

CRM 플랫폼 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.

이것이 어떤 모습인지 보여드리겠습니다:

✓ 검문소: 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.

Salesforce 자동화 사용 방법

오토메이션 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 건축업자 여기.

2단계: 트리거를 선택하세요

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

이것이 어떤 모습인지 보여드리겠습니다:

✓ 검문소: 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.

Salesforce Analytics 사용 방법

해석학 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.

이것이 어떤 모습인지 보여드리겠습니다:

✓ 검문소: 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

고객 지원 추적 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.

이것이 어떤 모습인지 보여드리겠습니다:

✓ 검문소: 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.

Salesforce 이메일 템플릿 사용 방법

이메일 템플릿 lets you send a consistent experience across every outbound message your reps write.

Here’s how to use it, step by step.

1단계: 이메일 템플릿 열기

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.

이것이 어떤 모습인지 보여드리겠습니다:

✓ 검문소: 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.

Salesforce AI 자동화 사용 방법

AI 자동화 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.

이것이 어떤 모습인지 보여드리겠습니다:

✓ 검문소: 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

에이전트포스 및 AI 앱 개발 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.

이것이 어떤 모습인지 보여드리겠습니다:

✓ 검문소: 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

마케팅 및 광고 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.

이것이 어떤 모습인지 보여드리겠습니다:

✓ 검문소: 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

시각적 분석 lets you turn saved reports into dashboards your team reads daily.

Here’s how to use it, step by step.

1단계: 대시보드 생성

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.

이것이 어떤 모습인지 보여드리겠습니다:

✓ 검문소: 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.

Salesforce 전문가 팁 및 바로가기

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

키보드 단축키

대부분의 사람들이 놓치는 숨겨진 기능들

• 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.

Salesforce에서 흔히 저지르는 실수들을 피하는 방법

Mistake #1: Skipping data hygiene

Mistake #2: Making every field required

Mistake #3: Building automation with no plan

Salesforce 문제 해결

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

원인: Sharing settings and role hierarchy control record visibility.

고치다: Ask your admin to check the sharing rules on that object.

Problem: A flow fails with an error email

원인: A required field is empty or a validation rule blocks the update.

고치다: Open the flow error email, read the failed element, then fix that field.

Problem: Reports return zero rows

원인: The report type or the date filter is wrong.

고치다: 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.

📌 메모: The Salesforce community usually answers faster than a support ticket.

세일즈포스란 무엇인가요?

세일즈포스 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.

이 간단한 개요를 시청하세요:

이 제품에는 다음과 같은 주요 기능이 포함되어 있습니다.

• CRM 플랫폼: Keeps accounts, contacts, and deals in one record system.
• 오토메이션: Runs repetitive tasks such as alerts, updates, and reminders.
• 해석학: Builds reports on leads, conversion rates, and pipeline health.
• 고객 지원 현황 추적: Logs and routes customer issues through Service Cloud cases.
• 이메일 템플릿: Sends repeatable messages with merge fields and one shared format.
• AI 자동화: 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.
• 마케팅 및 광고: Plans campaigns and links marketing spend to closed revenue.
• 시각적 분석: 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.

자세한 내용은 저희 웹사이트를 참조하세요. Salesforce 리뷰.

세일즈포스 가격 책정

다음은 2026년 Salesforce의 비용입니다.

무료 체험: Yes, 30 days with no credit card.

환불 보장: No, but plans are billed annually with no long lock-in.

💰 최고의 가성비: Professional — forecasting and full reports without the Enterprise price.

세일즈포스 vs 대안

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

이 비교 영상을 보세요:

빠른 추천:

• 종합 최고상: Salesforce — it scales from ten reps to ten thousand.
• 최고의 가성비: Zoho CRM — the cheapest seat that still handles a sales funnel.
• 초보자에게 가장 적합: HubSpot — the shortest path from signup to first deal.
• Best for customer support: Salesforce Service Cloud — cases, queues, and SLAs in one console.

🎯 Salesforce 대안

Looking for Salesforce alternatives? These four come up most often.

• 🚀 허브스팟: Easier onboarding and free CRM software for small teams that want fast setup.
• 💰 조호 CRM: Lowest cost per seat, with a wide bundle of business software attached.
• 🎯 파이프드라이브: A pipeline-first CRM tool that sales teams can learn in an afternoon.
• 👶 신선식품: Beginner-friendly CRM systems with built-in phone, chat, and AI scoring.

전체 목록은 다음을 참조하세요. 세일즈포스 대안 가이드.

⚔️ 세일즈포스 비교

다음은 Salesforce가 각 경쟁업체와 비교했을 때 어떤 위치에 있는지 보여줍니다.

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

지금 바로 Salesforce를 사용해 보세요

여러분은 Salesforce의 모든 주요 기능을 사용하는 방법을 배웠습니다.

• ✅ CRM 플랫폼
• ✅ 자동화
• ✅ 분석
• ✅ 고객 지원 현황 확인
• ✅ 이메일 템플릿
• ✅ AI 자동화
• ✅ 에이전트포스 및 AI 앱 개발
• ✅ 마케팅 및 광고
• ✅ 시각적 분석

다음 단계: Pick one feature and try it today.

Most people start with the CRM Platform.

5분도 채 걸리지 않습니다.

자주 묻는 질문

Salesforce란 무엇이며 어떻게 사용하나요?

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

Salesforce는 초보자에게 사용하기 쉬운가요?

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

Salesforce를 무료로 배울 수 있나요?

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

Salesforce를 배우는 데 얼마나 걸릴까요?

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.