success cloud

Accelerator LibraryFind the Right Expert Coaching Session for You

Customers with a Premier Success Plan can schedule One-to-One Accelerators at no additional cost. Customers without Premier can purchase Accelerators à la carte. Accelerators are

available globally and in multiple languages - inquire about Accelerators in your region.

Accelerators are working sessions designed to help you solve key business objectives, no matter where you are

on your Salesforce journey. Kickstart your learning in Trailhead with an Accelerator Trailmix, attend an

Accelerator Webinar with other trailblazers or meet with a Specialist via a One-to-One Accelerator for a more

personalized experience.

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Which Accelerator is right for you?

Accelerator Trailmixes are curated learning paths that provide fast, effective and self-paced access to learn on Trailhead.

Accelerator Webinars are one-hour sessions with other Trailblazers available live or on-demand.

One-to-One Accelerators are personalized engagements led by a Salesforce Specialist available for Premier customers.

Select a topic that interests you from this list.

Salesforce is the leader in enterprise cloud computing. We help companies connect to their customers in a whole new way with our sales, service, marketing, community, and analytics apps.

All of these apps run on the Customer Success Platform, so you can manage all your information in one place. To learn more, call us at 1-800-667-6389. Not all Accelerators are available in every region or language.

Einstein Analytics

Accelerator Trailmixes and Webinars

Community Cloud

Marketing Cloud

Salesforce Mobile Sales Cloud Salesforce CPQ

Commerce Cloud

salesforce.org

Service Cloud

Governance

One-to-One Accelerators

Pardot Financial Services Cloud

Sales Cloud Salesforce CPQ

Einstein Analytics

Governance

Platform

Platform

Service Cloud

Marketing Cloud

Commerce Cloud

Pardot

Health Cloud

Premier

Heroku

Getting Started• Metrics and Analytics ▶

How To• Organize Your Teams ▶

Accelerator

Trailmixes and

Webinars

Getting Started• Event Monitoring

How To• Einstein Analytics: Load Data ▶

Einstein Analytics

Salesforce is the leader in enterprise cloud computing. We help companies connect to their customers in a whole new way with our sales, service, marketing, community, and analytics apps. All of these apps run on the Customer Success Platform, so you can manage all your information in one place. To learn more, call us at 1-800-667-6389. Not all Accelerators are available in every region or language.

Accelerator Trailmixesand Webinars

Gain quick access to curated learning paths, expert advice

and best practices through our Accelerator Trailmixes,

Webinar series and on-demand recordings. Premier

customers can also book a personalized one-to-one

follow-up conversation upon completion of their Trailmix or

after the webinar concludes.

Getting Started• Lightning Platform: Configuration Fast Start ▶

How To• Salesforce Shield ▶

Review• Lightning Platform: Readiness Assessment ▶

Platform

Premier

● Get Started with Premier ▶

Learn how to drive adoption, get support, and boost productivity.

Register Now

▶ Available On Demand

Commerce Cloud

B2C Commerce

Getting Started• Einstein Product Recommendations ▶

• Metrics and Analytics

• Onsite Search

B2B Commerce

Salesforce is the leader in enterprise cloud computing. We help companies connect to their customers in a whole new way with our sales, service, marketing, community, and analytics apps.

All of these apps run on the Customer Success Platform, so you can manage all your information in one place. To learn more, call us at 1-800-667-6389. Not all Accelerators are available in every region or language.

Getting Started• Governance ▶

How To• Manage the Salesforce Development Lifecycle ▶

Governance

Getting Started• Sending SMS Messages (Accelerator Trailmix)

• Admin + Deliverability ▶

• Advertising Studio ▶

• Data and Segmentation Basics ▶

• Building, Testing + Sending Email ▶

• Email Studio: Email Personalization Basics ▶

• Journey Builder: Journey Strategy ▶

• Marketing Cloud Connect Overview ▶

• Product Overview ▶

• Social Studio ▶

• Social Studio: Social Listening ▶

How To• Use Einstein Engagement Scoring ▶

Insights• Email Reporting Basics ▶

▶ Available On Demand

Getting Started• Fast Start (Accelerator Trailmix)

• Field Setup and Layout ▶

• High Velocity Sales ▶

• Sales Cloud Einstein• Set up myTrailhead ▶

• Set your Implementation up for Success ▶

How To• Get the Most out of Forecasting ▶

• Improve Efficiencies with Key Lightning

Features ▶

• Managing Activities in Lightning ▶ • Manage Leads ▶• Manage Opportunities ▶

Insights• Design Reports & Dashboards ▶

Sales Cloud

Getting Started• Agent Productivity Features

• Chat for Lightning ▶

• Digital Engagement

• Einstein Bots ▶

• Einstein Case Classification and Next Best

Actions ▶

How To• Automate Your Case Management ▶

• Design Your Lightning Console ▶

• Plan "Salesforce Knowledge" in Lightning ▶

• Plan Your Lightning Knowledge Transition ▶• Set Up Entitlements & Milestones ▶

Insights• Dashboards Fast Start ▶

Service Cloud

Getting Started• Google Organic Basics ▶

• New Admin Onboarding ▶

• Prepare for Implementation ▶

• Salesforce Engage Fast Start ▶

• Switching to Pardot Lightning App ▶

How To• Integrate with Google Ads and Analytics ▶

• Send List Emails ▶

• Use Forms and Landing Pages ▶

• Use Salesforce Campaigns ▶

Insights• B2B Marketing Analytics ▶

Pardot

How To• Use Price Rules ▶

Salesforce CPQ

Marketing Cloud

Accelerator

Trailmixes and

Webinars

Getting Started• Enterprise Fast Start ▶

Heroku

Getting Started• Health Cloud ▶

Health Cloud

Einstein Analytics

Getting Started• Einstein Analytics: Platform Fast Start• Einstein Discovery• Sales and Service Analytics: Fast Start

How To• Einstein Analytics: Advanced Customizations

Insights• Einstein Analytics: Build Dashboards

Review• Einstein Analytics: Dashboard Health Check

Salesforce is the leader in enterprise cloud computing. We help companies connect to their customers in a whole new way with our sales, service, marketing, community, and analytics apps. All of these apps run on the Customer Success Platform, so you can manage all your information in one place. To learn more, call us at 1-800-667-6389. Not all Accelerators are available in every region or language.

1:1

One-to-One

Accelerators

Get personalized, expert advice and best practices

to maximize the value of your Salesforce

investment.

One-to-One Accelerators Platform

Getting Started• Application Security

How To• App Development with Salesforce DX• Backup and Manage Salesforce Data• Business Process Automation• Lightning Platform: Configuration and

Customization• Plan Your Chatter Adoption*• Sandbox Design• Set Up Single Sign-On

Review• Improve Adoption• Org Health• Salesforce Data Quality

*Also appears in the Community Cloud section.

Salesforce is the leader in enterprise cloud computing. We help companies connect to their customers in a whole new way with our sales, service, marketing, community, and analytics apps.

All of these apps run on the Customer Success Platform, so you can manage all your information in one place. To learn more, call us at 1-800-667-6389. Not all Accelerators are available in every region or language.

Getting Started• Email Studio: Email Marketing Best Practices

How To• Advertising Studio: Use Advertising Audiences• Audience Studio: Uncover Audience Insights• Automate Data Imports• Email Studio: Automate Email Segmentation• Journey Builder: Set up a Journey• Manage Your Data and Contacts• Use Marketing Cloud Connect

Insights• Email Reporting and Tracking

*Requires Marketing Cloud Premier Success Plan

Marketing Cloud*

Getting Started• Lightning Customer Community Fast Start• Lightning Partner Community Fast Start

How To• Build Your Lightning Customer Community• Build Your Lightning Partner Community• Create a Public Knowledge Base• Define Your Member Journey• Plan Your Chatter Adoption

Community Cloud

How To• Design a Salesforce Org Strategy• Manage the Salesforce Development Lifecycle

Governance

Getting Started• Financial Services Cloud

Financial Services Cloud

One-to-One

Accelerators

Getting Started• Onsite Marketing and Promotions• Products and Catalogs• Search Engine Optimization (SEO)• Sorting Rules

Insights• Feature Adoption Checklist

Commerce Cloud

Salesforce is the leader in enterprise cloud computing. We help companies connect to their customers in a whole new way with our sales, service, marketing, community, and analytics apps.

All of these apps run on the Customer Success Platform, so you can manage all your information in one place. To learn more, call us at 1-800-667-6389. Not all Accelerators are available in every region or language.

Getting Started• Connect with Nonprofit Constituents Using

Communities• Nonprofit Success Pack (NPSP) for Fundraising• Plan Service Cloud for Nonprofit Program

Management

How To• Customize Your Data Model for Nonprofit

Program Management• Import Data into Nonprofit Success Pack (NPSP)• Prevent Duplicates in the Nonprofit Success

Pack (NPSP)• Set Up Campaigns for Nonprofit Fundraising• Set Up Levels and Engagement Plans in the

Nonprofit Success Pack (NPSP)• Track Income in Nonprofit Success Pack (NPSP)• Track Soft Credits in the Nonprofit Success Pack

(NPSP)• Use Email Functionality to Engage Nonprofit

Constituents

Insights• Reports and Dashboards in the Nonprofit

Success Pack (NPSP)

Getting Started• Education Data Architecture (EDA)• Governance in Higher Education• Pardot for Higher Ed• Using Salesforce Advisor Link (SAL)

How To• Plan Your Student Experience Community• Set Up Einstein Analytics Dashboards

Insights• Report in Education Data Architecture (EDA)

One-to-One

Accelerators

Salesforce Mobile

Getting Started• Platform Fast Start

How To• Improve Adoption

salesforce.org

Nonprofit Cloud Education Cloud

Getting Started• Marketing Cloud for Nonprofits and Higher

Education• Marketing Cloud Data Management for

Nonprofits and Higher Education

How To• Create an Event Drip Campaign with MC's

Automation Studio• Marketing Cloud Implementation and

Campaign Documentation• Set Up Social Studio for Nonprofits and

Higher Education

Marketing Cloud

Pardot*

How To• Email Marketing Strategy• Manage Leads • Use Engagement Studio

Insights• B2B Marketing Analytics• Reporting

Review• Database Hygiene Assessment• Health• Optimize your Pardot and Salesforce Integration

*Requires Premier for Pardot Success Plan

Updated on March 3, 2020

Getting Started• Field Service: Lightning• Service Cloud: Lightning

How To• Automate Work Distribution With

Omni-Channel• Deploy Chat• Deploy Messaging• Plan your CTI Implementation• Set up Embedded Chat

Insights• Dashboard Design

Review• Lightning Transition Readiness

Service Cloud

Salesforce is the leader in enterprise cloud computing. We help companies connect to their customers in a whole new way with our sales, service, marketing, community, and analytics apps.

All of these apps run on the Customer Success Platform, so you can manage all your information in one place. To learn more, call us at 1-800-667-6389. Not all Accelerators are available in every region or language.

Sales Cloud

Getting Started• Console Design• Strategies For Managing Account Data

How To• Get the Most out of Enterprise Territory

Management• Prevent Duplicate Records• Set Up Gmail Integration• Set Up Gmail Integration with Inbox• Set Up Home Page• Set Up Lead or Opportunity Workspace• Set Up Outlook Integration• Set Up Outlook Integration with Inbox• Set Up Path in Lightning

Insights• Activity Dashboards

One-to-One

Accelerators

Salesforce CPQ

Getting Started• Salesforce CPQ

How To• Create a Product Catalog• Guided Selling• Use Product Rules• Use Quote Templates

Your partner in growthSalesforce helps you find customers, win their business, and keep them happy so you can grow faster than ever.

With Salesforce’s out-of-the-box solutions, you can easily implement cutting-edge technology and connect

everything you use to run your business. On average, customers using Salesforce see a 38% faster decision

making, a 25% increase in revenue, and a 35% jump in customer satisfaction.

To learn more about how Salesforce can help your business, visit: salesforce.com/smb

To see how easy it is to learn Salesforce, visit: trailhead.salesforce.com

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