2026年如何利用Salesforce实现销售成功？

快速入门

本指南涵盖 Salesforce 的所有功能：

• 入门 — Create your account and finish basic setup
• 如何使用CRM平台 — Keeps accounts, contacts, and deals in one record system.
• 如何使用自动化 — Runs repetitive tasks such as alerts, updates, and reminders.
• 如何使用分析 — Builds reports on leads, conversion rates, and pipeline health.
• 如何使用跟踪客户支持 — Logs and routes customer issues through Service Cloud cases.
• 如何使用电子邮件模板 — Sends repeatable messages with merge fields and one shared format.
• 如何使用人工智能自动化 — Scores leads and recommends the next best action per deal.
• 如何使用 Agentforce 和 AI 应用开发 — Builds AI agents and custom apps on your existing data.
• 如何运用营销和广告 — Plans campaigns and links marketing spend to closed revenue.
• 如何使用可视化分析 — Turns saved reports into shared dashboards and charts.

所需时间： 每部影片 5 分钟

本指南还包含以下内容： 专业提示 | 常见错误 | 故障排除 | 定价 | 替代方案

为什么信任本指南

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 客户关系管理 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.

一步一步教你，附带截图和专业技巧。

Salesforce教程

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 数据, deals, and support cases in one place. Start free and connect your first records in minutes.

立即试用 Salesforce →

阅读完整评测 →

Salesforce 的替代方案 →

Salesforce入门

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

大约需要三分钟。

第一步：创建您的帐户

Go to the Salesforce website and click Start Free Trial.

Enter your work email and pick your main use case.

✓ 检查点： 检查你的 收件箱 for the login link.

Step 2: Open Your Org in the Browser

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

Log in and set your password and 安全 question.

✓ 检查点： 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.

如何使用 Salesforce CRM 平台

CRM平台 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.

这就是它的样子：

✓ 检查点： 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.

如何使用 Salesforce 自动化

自动化 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 建造者 这里。

步骤二：选择触发器

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

这就是它的样子：

✓ 检查点： 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.

如何使用 Salesforce Analytics

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.

这就是它的样子：

✓ 检查点： 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

跟踪客户支持 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.

这就是它的样子：

✓ 检查点： 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.

如何使用 Salesforce 电子邮件模板

电子邮件模板 lets you send a consistent experience across every outbound message your reps write.

Here’s how to use it, step by step.

第一步：打开电子邮件模板

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.

这就是它的样子：

✓ 检查点： 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.

如何使用 Salesforce AI 自动化

人工智能自动化 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.

这就是它的样子：

✓ 检查点： 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 和 人工智能应用 发展 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.

这就是它的样子：

✓ 检查点： 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

市场营销与广告 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.

这就是它的样子：

✓ 检查点： 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

可视化分析 lets you turn saved reports into dashboards your team reads daily.

Here’s how to use it, step by step.

步骤 1：创建仪表板

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.

这就是它的样子：

✓ 检查点： 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 专业技巧和快捷键

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

键盘快捷键

大多数人错过的隐藏功能

• 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常见错误及避免方法

Mistake #1: Skipping data hygiene

Mistake #2: Making every field required

Mistake #3: Building automation with no plan

Salesforce故障排除

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

原因： Sharing settings and role hierarchy control record visibility.

使固定： 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.

使固定： 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.

使固定： 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.

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

Salesforce是什么？

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.

观看这段快速概览：

它包含以下主要特点：

• CRM平台： Keeps accounts, contacts, and deals in one record system.
• 自动化： Runs repetitive tasks such as alerts, updates, and reminders.
• 分析： Builds reports on leads, conversion rates, and pipeline health.
• 跟踪客户支持： Logs and routes customer issues through Service Cloud cases.
• 电子邮件模板： Sends repeatable messages with merge fields and one shared format.
• 人工智能自动化： 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.
• 市场营销与广告： Plans campaigns and links marketing spend to closed revenue.
• 可视化分析： 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.

如需完整评测，请参阅我们的 Salesforce 评测.

Salesforce 定价

以下是 Salesforce 在 2026 年的成本：

免费试用： Yes, 30 days with no credit card.

退款保证： No, but plans are billed annually with no long lock-in.

💰 性价比最高： Professional — forecasting and full reports without the Enterprise price.

Salesforce 与其他方案的比较

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

观看这段对比视频：

快速精选：

• 综合最佳： Salesforce — it scales from ten reps to ten thousand.
• 最佳预算： Zoho CRM — the cheapest seat that still handles a sales funnel.
• 最适合初学者： HubSpot — the shortest path from signup to first deal.
• Best for customer support: Salesforce Service Cloud — cases, queues, and SLAs in one console.

🎯 Salesforce替代方案

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.

完整列表请参见我们的 Salesforce替代方案 指导。

⚔️ Salesforce 对比

以下是 Salesforce 与各竞争对手的对比情况：

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

立即开始使用 Salesforce

您已学会如何使用 Salesforce 的所有主要功能：

• ✅ CRM平台
• ✅ 自动化
• ✅ 分析
• ✅ 跟踪客户支持
• ✅ 电子邮件模板
• ✅ 人工智能自动化
• ✅ Agentforce 和 AI 应用开发
• ✅ 市场营销与广告
• ✅ 可视化分析

下一步： Pick one feature and try it today.

Most people start with the CRM Platform.

只需不到五分钟。

常见问题解答

什么是 Salesforce？如何使用它？

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对新手来说容易上手吗？

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

我可以免费学习 Salesforce 吗？

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

学习 Salesforce 需要多长时间？

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.