Sales Cloud is Salesforce's first and biggest product. The standard tool for the modern sales team's opportunity management, forecasting and process digitalization.
01. Lead and Opportunity
Lead (prospect) → Contact + Account + Opportunity conversion. This distinction creates the critical difference between a pure prospect and an active opportunity.
02. Pipeline Stages
Opportunity Stages are defined specific to the company. Each stage's probability is used in the forecast calculation.
03. Forecasting
Quarterly forecasts over territory and manager hierarchies. Realistic projection with roll-up and override mechanisms.
04. Activity and Task
Automatic logging of meetings, calls and emails. With Outlook and Gmail integration, the rep's manual-entry burden drops.
05. Reports and Dashboards
A drag-and-drop report builder, real-time dashboards. Visibility into team performance and pipeline health.