Как использовать Salesforce для достижения успеха в продажах в 2026 году?

Быстрый старт

В этом руководстве описаны все функции Salesforce:

• Начиная — Create your account and finish basic setup
• Как использовать CRM-платформу — Keeps accounts, contacts, and deals in one record system.
• Как использовать автоматизацию — Runs repetitive tasks such as alerts, updates, and reminders.
• Как использовать аналитику — Builds reports on leads, conversion rates, and pipeline health.
• Как использовать службу поддержки клиентов Track — Logs and routes customer issues through Service Cloud cases.
• Как использовать шаблоны электронных писем — Sends repeatable messages with merge fields and one shared format.
• Как использовать автоматизацию на основе ИИ — Scores leads and recommends the next best action per deal.
• Как использовать Agentforce и разработку приложений с использованием ИИ. — Builds AI agents and custom apps on your existing data.
• Loading... — Plans campaigns and links marketing spend to closed revenue.
• Как использовать визуальную аналитику — Turns saved reports into shared dashboards and charts.

Необходимое время: 5 минут на каждый фильм

Также в этом руководстве: Полезные советы | Распространенные ошибки | Поиск неисправностей | Цены | Альтернативы

Почему стоит доверять этому руководству?

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.

Пошаговая инструкция со скриншотами и полезными советами.

Учебное пособие по 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 данные, deals, and support cases in one place. Start free and connect your first records in minutes.

Попробуйте Salesforce прямо сейчас →

ПРОЧИТАТЬ ПОЛНЫЙ ОБЗОР →

АЛЬТЕРНАТИВЫ SALESFORCE →

Начало работы с Salesforce

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

Это займет около трех минут.

Шаг 1: Создайте свою учетную запись

Go to the Salesforce website and click Start Free Trial.

Enter your work email and pick your main use case.

✓ Контрольная точка: Проверьте свой входящие for the login link.

Step 2: Open Your Org in the Browser

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

Log in and set your password and безопасность question.

✓ Контрольная точка: 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.

Как использовать платформу Salesforce CRM

CRM-платформа 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.

Вот как это выглядит:

✓ Контрольная точка: 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.

Как использовать автоматизацию Salesforce

Автоматизация 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 Строитель здесь.

Шаг 2: Выберите триггер

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

Вот как это выглядит:

✓ Контрольная точка: 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.

Как использовать аналитику Salesforce

Аналитика 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.

Вот как это выглядит:

✓ Контрольная точка: 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

Отслеживание работы службы поддержки клиентов 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.

Вот как это выглядит:

✓ Контрольная точка: 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.

Как использовать шаблоны электронных писем Salesforce

Шаблоны электронных писем lets you send a consistent experience across every outbound message your reps write.

Here’s how to use it, step by step.

Шаг 1: Откройте шаблоны электронных писем

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.

Вот как это выглядит:

✓ Контрольная точка: 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.

Как использовать автоматизацию Salesforce с помощью ИИ

Автоматизация с помощью ИИ 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.

Вот как это выглядит:

✓ Контрольная точка: 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

Агентфорс и Приложение на основе искусственного интеллекта Разработка 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.

Вот как это выглядит:

✓ Контрольная точка: 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

Маркетинг и реклама 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.

Вот как это выглядит:

✓ Контрольная точка: 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

Визуальная аналитика lets you turn saved reports into dashboards your team reads daily.

Here’s how to use it, step by step.

Шаг 1: Создайте панель мониторинга.

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.

Вот как это выглядит:

✓ Контрольная точка: 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.

Советы и полезные приемы для профессионалов Salesforce

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

Клавиатурные сочетания

Скрытые функции, которые большинство людей упускают из виду.

• 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.

Распространенные ошибки Salesforce, которых следует избегать.

Mistake #1: Skipping data hygiene

Mistake #2: Making every field required

Mistake #3: Building automation with no plan

Устранение неполадок Salesforce

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

Причина: Sharing settings and role hierarchy control record visibility.

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

Problem: A flow fails with an error email

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

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

Problem: Reports return zero rows

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

Исправить: 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.

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

Что такое 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.

Посмотрите этот краткий обзор:

В его состав входят следующие ключевые особенности:

• CRM-платформа: Keeps accounts, contacts, and deals in one record system.
• Автоматизация: Runs repetitive tasks such as alerts, updates, and reminders.
• Аналитика: Builds reports on leads, conversion rates, and pipeline health.
• Loading... Logs and routes customer issues through Service Cloud cases.
• Шаблоны электронных писем: Sends repeatable messages with merge fields and one shared format.
• Автоматизация с помощью ИИ: 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.
• Маркетинг и реклама: Plans campaigns and links marketing spend to closed revenue.
• Визуальная аналитика: 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.

Полный обзор смотрите в нашем разделе Обзор Salesforce.

Цены Salesforce

Вот сколько будет стоить Salesforce в 2026 году:

Бесплатная пробная версия: Yes, 30 days with no credit card.

Гарантия возврата денег: No, but plans are billed annually with no long lock-in.

💰 Лучшее соотношение цены и качества: Professional — forecasting and full reports without the Enterprise price.

Salesforce против альтернатив

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

Посмотрите это сравнение:

Краткий выбор:

• Лучший вариант в целом: Salesforce — it scales from ten reps to ten thousand.
• Оптимальный бюджет: Zoho CRM — the cheapest seat that still handles a sales funnel.
• Лучший вариант для начинающих: HubSpot — the shortest path from signup to first deal.
• Best for customer support: Salesforce Service Cloud — cases, queues, and SLAs in one console.

🎯 Альтернативы 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.
• 👶 Свежие продажи: Beginner-friendly CRM systems with built-in phone, chat, and AI scoring.

Полный список смотрите в нашем Альтернативы Salesforce гид.

⚔️ Сравнение Salesforce

Вот как Salesforce выглядит в сравнении с каждым из конкурентов:

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

Начните использовать Salesforce прямо сейчас!

Вы научились использовать все основные функции Salesforce:

• ✅ CRM-платформа
• ✅ Автоматизация
• ✅ Аналитика
• ✅ Отслеживание запросов в службу поддержки клиентов
• ✅ Шаблоны электронных писем
• ✅ Автоматизация с использованием ИИ
• ✅ Разработка приложений на основе Agentforce и искусственного интеллекта
• ✅ Маркетинг и реклама
• Loading...

Следующий шаг: Pick one feature and try it today.

Most people start with the CRM Platform.

Это займет меньше пяти минут.

Часто задаваемые вопросы

Что такое Salesforce и как им пользоваться?

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

Легко ли освоить Salesforce для начинающих?

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

Можно ли бесплатно изучить Salesforce?

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

Сколько времени потребуется, чтобы освоить 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.