Como usar o Salesforce para alcançar o sucesso em vendas em 2026?

Início rápido

Este guia abrange todos os recursos do Salesforce:

• Começando — Create your account and finish basic setup
• Como usar a plataforma CRM — Keeps accounts, contacts, and deals in one record system.
• Como usar a automação — Runs repetitive tasks such as alerts, updates, and reminders.
• Como usar a análise de dados — Builds reports on leads, conversion rates, and pipeline health.
• Como usar o suporte ao cliente do Track — Logs and routes customer issues through Service Cloud cases.
• Como usar modelos de e-mail — Sends repeatable messages with merge fields and one shared format.
• Como usar a automação de IA — Scores leads and recommends the next best action per deal.
• Como usar o Agentforce e o desenvolvimento de aplicativos com IA — Builds AI agents and custom apps on your existing data.
• Como usar marketing e publicidade — Plans campaigns and links marketing spend to closed revenue.
• Como usar a análise visual — Turns saved reports into shared dashboards and charts.

Tempo necessário: 5 minutos por filme

Neste guia também: Dicas profissionais | Erros comuns | Solução de problemas | Preços | Alternativas

Por que confiar neste guia?

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 a passo, com capturas de tela e dicas profissionais.

Tutorial do 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.

Salesforce

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

EXPERIMENTE O SALESFORCE AGORA →

LER A RESENHA COMPLETA →

ALTERNATIVAS AO SALESFORCE →

Primeiros passos com o Salesforce

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

Leva cerca de três minutos.

Passo 1: Crie sua conta

Go to the Salesforce website and click Start Free Trial.

Enter your work email and pick your main use case.

✓ Ponto de verificação: Verifique o seu caixa de entrada for the login link.

Step 2: Open Your Org in the Browser

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

Log in and set your password and segurança question.

✓ Ponto de verificação: 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.

Como usar a plataforma Salesforce CRM

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.

Eis como isso se parece:

✓ Ponto de verificação: 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.

Como usar a automação do Salesforce

Automação 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 Construtor aqui.

Passo 2: Escolha um gatilho

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

Eis como isso se parece:

✓ Ponto de verificação: 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.

Como usar o Salesforce Analytics

Análises 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.

Eis como isso se parece:

✓ Ponto de verificação: 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

Acompanhe o suporte ao 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.

Eis como isso se parece:

✓ Ponto de verificação: 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.

Como usar modelos de e-mail do Salesforce

Modelos de e-mail lets you send a consistent experience across every outbound message your reps write.

Here’s how to use it, step by step.

Passo 1: Abra os modelos de e-mail

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.

Eis como isso se parece:

✓ Ponto de verificação: 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.

Como usar a automação de IA do Salesforce

Automação 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.

Eis como isso se parece:

✓ Ponto de verificação: 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

Agentforce e Aplicativo de IA Desenvolvimento 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.

Eis como isso se parece:

✓ Ponto de verificação: 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 Publicidade 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.

Eis como isso se parece:

✓ Ponto de verificação: 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

Análise visual lets you turn saved reports into dashboards your team reads daily.

Here’s how to use it, step by step.

Etapa 1: Criar um painel de controle

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.

Eis como isso se parece:

✓ Ponto de verificação: 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.

Dicas e Atalhos Profissionais do Salesforce

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

Atalhos de teclado

Características ocultas que a maioria das pessoas não percebe

• 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.

Erros comuns do Salesforce a evitar

Mistake #1: Skipping data hygiene

Mistake #2: Making every field required

Mistake #3: Building automation with no plan

Solução de problemas do Salesforce

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

Causa: Sharing settings and role hierarchy control record visibility.

Consertar: 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.

Consertar: 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.

Consertar: 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.

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

O que é Salesforce?

Salesforce 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.

Veja esta breve visão geral:

Inclui estas características principais:

• Plataforma CRM: Keeps accounts, contacts, and deals in one record system.
• Automação: Runs repetitive tasks such as alerts, updates, and reminders.
• Análises: Builds reports on leads, conversion rates, and pipeline health.
• Acompanhe o suporte ao cliente: Logs and routes customer issues through Service Cloud cases.
• Modelos de e-mail: Sends repeatable messages with merge fields and one shared format.
• Automação por 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 e Publicidade: Plans campaigns and links marketing spend to closed revenue.
• Análise 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 uma análise completa, consulte nosso artigo. Análise da Salesforce.

Preços do Salesforce

Eis o custo do Salesforce em 2026:

Teste grátis: Yes, 30 days with no credit card.

Garantia de reembolso: No, but plans are billed annually with no long lock-in.

💰 Melhor custo-benefício: Professional — forecasting and full reports without the Enterprise price.

Salesforce versus alternativas

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

Veja esta comparação:

Escolhas rápidas:

• Melhor no geral: Salesforce — it scales from ten reps to ten thousand.
• Melhor orçamento: Zoho CRM — the cheapest seat that still handles a sales funnel.
• Ideal para iniciantes: HubSpot — the shortest path from signup to first deal.
• Best for customer support: Salesforce Service Cloud — cases, queues, and SLAs in one console.

🎯 Alternativas ao 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.
• 👶 Vendas de produtos frescos: Beginner-friendly CRM systems with built-in phone, chat, and AI scoring.

Para ver a lista completa, consulte nosso Alternativas ao Salesforce guia.

⚔️ Comparação do Salesforce

Veja como a Salesforce se compara a cada concorrente:

• Salesforce vs HubSpot: 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.
• 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.

Comece a usar o Salesforce agora mesmo

Você aprendeu a usar todos os principais recursos do Salesforce:

• ✅ Plataforma CRM
• ✅ Automação
• ✅ Análises
• ✅ Acompanhe o suporte ao cliente
• ✅ Modelos de e-mail
• ✅ Automação com IA
• ✅ Desenvolvimento de aplicativos Agentforce e IA
• ✅ Marketing e Publicidade
• ✅ Análise visual

Próximo passo: Pick one feature and try it today.

Most people start with the CRM Platform.

Leva menos de cinco minutos.

Perguntas frequentes

O que é o Salesforce e como usá-lo?

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

O Salesforce é fácil para iniciantes?

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

Posso aprender Salesforce gratuitamente?

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

Quanto tempo leva para 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.