Làm thế nào để sử dụng Salesforce để đạt được thành công trong bán hàng năm 2026?

Hướng dẫn nhanh

Hướng dẫn này bao gồm mọi tính năng của Salesforce:

• Bắt đầu — Create your account and finish basic setup
• Hướng dẫn sử dụng nền tảng CRM — Keeps accounts, contacts, and deals in one record system.
• Cách sử dụng tự động hóa — Runs repetitive tasks such as alerts, updates, and reminders.
• Cách sử dụng Analytics — Builds reports on leads, conversion rates, and pipeline health.
• Hướng dẫn sử dụng tính năng Theo dõi hỗ trợ khách hàng — Logs and routes customer issues through Service Cloud cases.
• Cách sử dụng mẫu email — Sends repeatable messages with merge fields and one shared format.
• Cách sử dụng tự động hóa AI — Scores leads and recommends the next best action per deal.
• Hướng dẫn sử dụng Agentforce và phát triển ứng dụng AI — Builds AI agents and custom apps on your existing data.
• Cách sử dụng Marketing & Quảng cáo — Plans campaigns and links marketing spend to closed revenue.
• Cách sử dụng phân tích trực quan — Turns saved reports into shared dashboards and charts.

Thời gian cần thiết: 5 phút cho mỗi phim

Cũng trong hướng dẫn này: Mẹo chuyên nghiệp | Những lỗi thường gặp | Khắc phục sự cố | Chạy | Các lựa chọn thay thế

Tại sao nên tin tưởng hướng dẫn này?

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.

Hướng dẫn từng bước, kèm ảnh chụp màn hình và mẹo chuyên nghiệp.

Hướng dẫn 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 dữ liệu, deals, and support cases in one place. Start free and connect your first records in minutes.

THỬ SALESFORCE NGAY →

ĐỌC TOÀN BỘ BÀI ĐÁNH GIÁ →

CÁC LỰA CHỌN THAY THẾ CHO SALESFORCE →

Hướng dẫn bắt đầu sử dụng Salesforce

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

Quá trình này mất khoảng ba phút.

Bước 1: Tạo tài khoản của bạn

Go to the Salesforce website and click Start Free Trial.

Enter your work email and pick your main use case.

✓ Điểm kiểm tra: Kiểm tra của bạn hộp thư đến for the login link.

Step 2: Open Your Org in the Browser

Salesforce infrastructure runs on cloud điện toán, so nothing gets installed.

Log in and set your password and bảo vệ question.

✓ Điểm kiểm tra: 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.

Hướng dẫn sử dụng nền tảng Salesforce CRM

Nền tảng 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.

Đây là hình ảnh minh họa:

✓ Điểm kiểm tra: 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.

Cách sử dụng tự động hóa Salesforce

Tự động hoá 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 Nhà xây dựng đây.

Bước 2: Chọn một yếu tố kích hoạt

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

Đây là hình ảnh minh họa:

✓ Điểm kiểm tra: 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.

Hướng dẫn sử dụng Salesforce Analytics

Phân tích 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.

Đây là hình ảnh minh họa:

✓ Điểm kiểm tra: 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

Theo dõi hỗ trợ khách hàng 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.

Đây là hình ảnh minh họa:

✓ Điểm kiểm tra: 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.

Hướng dẫn sử dụng mẫu email Salesforce

Mẫu email lets you send a consistent experience across every outbound message your reps write.

Here’s how to use it, step by step.

Bước 1: Mở mẫu 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.

Đây là hình ảnh minh họa:

✓ Điểm kiểm tra: 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.

Cách sử dụng tự động hóa AI của Salesforce

Tự động hóa 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.

Đây là hình ảnh minh họa:

✓ Điểm kiểm tra: 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 và Ứng dụng AI Phát triển 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.

Đây là hình ảnh minh họa:

✓ Điểm kiểm tra: 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

Tiếp thị & Quảng cáo 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.

Đây là hình ảnh minh họa:

✓ Điểm kiểm tra: 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

Phân tích trực quan lets you turn saved reports into dashboards your team reads daily.

Here’s how to use it, step by step.

Bước 1: Tạo bảng điều khiển

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.

Đây là hình ảnh minh họa:

✓ Điểm kiểm tra: 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.

Mẹo và thủ thuật chuyên nghiệp của Salesforce

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

Phím tắt

Những tính năng ẩn mà hầu hết mọi người bỏ lỡ

• 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.

Những lỗi thường gặp khi sử dụng Salesforce cần tránh

Mistake #1: Skipping data hygiene

Mistake #2: Making every field required

Mistake #3: Building automation with no plan

Khắc phục sự cố Salesforce

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

Gây ra: Sharing settings and role hierarchy control record visibility.

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

Problem: A flow fails with an error email

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

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

Problem: Reports return zero rows

Gây ra: The report type or the date filter is wrong.

Sửa chữa: 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.

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

Salesforce là gì?

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.

Hãy xem đoạn video tổng quan ngắn này:

Nó bao gồm các tính năng chính sau:

• Nền tảng CRM: Keeps accounts, contacts, and deals in one record system.
• Tự động hóa: Runs repetitive tasks such as alerts, updates, and reminders.
• Phân tích: Builds reports on leads, conversion rates, and pipeline health.
• Theo dõi hỗ trợ khách hàng: Logs and routes customer issues through Service Cloud cases.
• Mẫu email: Sends repeatable messages with merge fields and one shared format.
• Tự động hóa bằng AI: 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.
• Tiếp thị & Quảng cáo: Plans campaigns and links marketing spend to closed revenue.
• Phân tích trực quan: 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.

Để xem đánh giá đầy đủ, hãy xem bài viết của chúng tôi. Đánh giá Salesforce.

Bảng giá Salesforce

Đây là mức giá của Salesforce vào năm 2026:

Dùng thử miễn phí: Yes, 30 days with no credit card.

Đảm bảo hoàn tiền: No, but plans are billed annually with no long lock-in.

💰 Giá trị tốt nhất: Professional — forecasting and full reports without the Enterprise price.

Salesforce so với các giải pháp thay thế

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

Hãy xem sự so sánh này:

Lựa chọn nhanh:

• Tốt nhất tổng thể: Salesforce — it scales from ten reps to ten thousand.
• Ngân sách tốt nhất: Zoho CRM — the cheapest seat that still handles a sales funnel.
• Phù hợp nhất cho người mới bắt đầu: HubSpot — the shortest path from signup to first deal.
• Best for customer support: Salesforce Service Cloud — cases, queues, and SLAs in one console.

🎯 Các lựa chọn thay thế cho 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.

Để xem danh sách đầy đủ, vui lòng xem trang của chúng tôi. Các giải pháp thay thế cho Salesforce hướng dẫn.

⚔️ So sánh Salesforce

Dưới đây là cách Salesforce so sánh với từng đối thủ cạnh tranh:

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

Bắt đầu sử dụng Salesforce ngay bây giờ

Bạn đã học cách sử dụng mọi tính năng chính của Salesforce:

• ✅ Nền tảng CRM
• ✅ Tự động hóa
• ✅ Phân tích
• ✅ Theo dõi hỗ trợ khách hàng
• ✅ Mẫu email
• ✅ Tự động hóa bằng AI
• ✅ Phát triển ứng dụng Agentforce và AI
• ✅ Tiếp thị & Quảng cáo
• ✅ Phân tích trực quan

Bước tiếp theo: Pick one feature and try it today.

Most people start with the CRM Platform.

Chỉ mất chưa đến năm phút.

Câu hỏi thường gặp

Salesforce là gì và cách sử dụng nó như thế nào?

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 có dễ sử dụng cho người mới bắt đầu không?

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

Tôi có thể học Salesforce miễn phí không?

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

Sẽ mất bao lâu để học 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.