Imagine unlocking a suite of premium Salesforce tools—AI agents, data cloud features, a digital storefront, and marketing automation—without spending an extra dollar. That’s the promise of the Salesforce Foundations Guide. This free initiative empowers businesses to tap into the core of Salesforce’s most advanced features, no upgrades or licenses required. Whether you’re new to the ecosystem or already using Sales Cloud, the Foundations Guide is your fast track to smarter CRM, elevated support, and AI-powered selling. 

Unlocking the Power of Salesforce: A Look Inside the Foundations Guide 

The Salesforce Foundations Guide is a game-changer for businesses looking to elevate their CRM experience without adding cost or complexity. It’s a zero-cost offering that enhances your existing Salesforce setup and lets you explore powerful features without upgrading your tech stack or increasing your resource load. 

Here’s what you get access to—completely free: 

• Salesforce Agentforce: Includes 1,000 AI-driven conversations, intuitive Agent and Prompt Builders, and smart assistants for Sales and Service.  

• Sales Tools: From the dynamic Sales Console to quoting tools, deal management, and meeting features, your team can sell smarter and faster.  

• Service Features: Enjoy Case Management, Knowledge Base tools, the Service Console, and time-saving macros—all designed to streamline customer support.  

• Marketing Capabilities: Send up to 2,000 emails monthly, build campaigns with a drag-and-drop editor, and track performance through built-in analytics.  

• Salesforce Commerce Cloud Access: U.S.-based users can launch one D2C digital storefront with merchandising features, secure checkout options, and built-in analytics.  

• Data Cloud Features: Manage unified customer profiles, leverage data services, and access segmentation credits to fine-tune your audience targeting.  

• Salesforce Platform Benefits: Includes platform login licenses, 600 annual logins, and credit-based access to Salesforce Agentforce for occasional users.  

Depending on your current Salesforce products, these features can be activated to strengthen your workflows. For instance, if you’re already using Sales Cloud, you can easily extend your capabilities by integrating Salesforce Service Cloud features—without spending an extra dime. 

Introduced shortly before Dreamforce 2024, Agentforce now plays a central role in Foundations. Imagine giving your sales reps a smart assistant that summarizes customer data and responds to natural language input effortlessly. 

At its core, the Salesforce Foundations Guide is about expanding your access to key Salesforce functionalities that are typically locked behind additional purchases. It’s your opportunity to explore what Salesforce can truly offer, without the usual barriers. 

Quick Start with the Salesforce Foundations Guide 

Getting started with the Salesforce Foundations Guide is refreshingly simple, and you don’t need any external help to activate it. The best part? You can provision it directly from your existing Salesforce account in just a few clicks. 

No long wait times or complex setups—just follow a quick video tutorial and activate Foundations from the Your Account app. The process is designed to be effortless and can be completed in a matter of minutes. 

Just a heads-up: make sure you’re working within your production environment when you initiate this setup. Once activated, you can align your production licenses with your sandbox environment, where you’ll be able to test and explore all the new functionalities available through this powerful free solution. 

The Salesforce Foundations Guide isn’t just about what’s offered—it’s also about how seamlessly you can access and implement it. 

Why the Salesforce Foundations Guide is a Smart Starting Point 

For many businesses, AI can feel like a leap into the unknown. That’s exactly where the Salesforce Foundations Guide comes in—it’s a no-cost, no-risk way to explore Salesforce’s latest innovations, including Salesforce Agentforce, without overhauling your existing system or committing to additional licenses. 

This free gateway lets you experience a unified Customer 360 view, where structured and unstructured data come together seamlessly. Both end users and Salesforce Admins benefit from enhanced UI experiences, allowing for faster navigation and a smoother workflow across the platform. 

Explore the Future with Salesforce Agentforce 

Salesforce Agentforce is one of the most exciting additions to the Foundations offering. Designed for Enterprise editions and above, it gives you instant access to autonomous sales and service agents—right within your current Salesforce instance. 

You’ll get: 

• Configurable Sales and Service Agents  

• An intuitive Agent Builder  

• 1,000 free AI-powered conversations to test the waters   

This limited but valuable access is perfect for experimenting with automation and enhancing both internal operations and customer experiences. With studies showing nearly 8 out of 10 businesses recognizing the strategic importance of autonomous agents, this is your opportunity to stay competitive, without added cost. 

Power Up with Prompt Builder in the Salesforce Foundations Guide 

One of the most practical additions to the Salesforce Foundations Guide is access to Prompt Builder, a powerful tool that helps Salesforce users automate and streamline workflows more efficiently. Thanks to community feedback at Trailblazer DX, Salesforce has now extended this feature to all users leveraging Salesforce Foundations. 

To get started, simply: 

• Enable Einstein Generative AI in your org.  

• Assign the Einstein Prompt Templates Permission Set License and the Prompt Template Manager Permission Set via Setup.  

No need to activate Sales Emails—just these two quick steps and you’re ready to go. 

With Prompt Builder, Salesforce Agentforce becomes even more powerful. You can create and manage Prompt Templates that act as Agent actions, automating repetitive tasks through Salesforce Flows. These templates allow for field generation directly from the Record Page, saving time and ensuring consistency across records. 

Your Foundations access comes with: 

• 200,000 Einstein Requests to support early use cases  

• 100,000 Permission Set Licenses for both Prompt Templates and Einstein for Sales Innovations  

With Salesforce Development Services and these tools combined, your team can take full advantage of Einstein Summary features—embedded on Account, Contact, or Case pages. You also control how the summary appears, including the header, action button, and disclaimer messaging, offering a fully customized experience. 

Elevate Customer Support with Salesforce Foundations Service Features 

If you’re already leveraging Sales Cloud, the Salesforce Foundations Guide gives you instant access to essential Service Cloud functionalities designed to accelerate your customer support. Your team can use the intuitive Service Console to track Cases linked to Accounts or Opportunities, prioritize tasks, and take swift action. 

Beyond basic Case Management, Foundations also includes Knowledge Management tools to create and update helpful articles easily, plus Macros that automate repetitive support tasks—no generative AI needed. These tools combine to streamline your support operations and improve customer satisfaction. 

Boost Marketing Efficiency with Salesforce Foundations Tools 

Creating personalized campaigns and targeted emails becomes effortless with Salesforce Foundations. Up to 2,000 email sends a month are permitted by the platform, which also has an easy-to-use drag-and-drop email builder and integrated analytics that let you track campaign results in real time. 

Furthermore, you can create personalized landing pages in Digital Experiences to efficiently generate leads and advertise events without the need for intricate integrations or extra expenses. These marketing tools are designed to empower your team to deliver impactful campaigns faster. 

Drive Sales Growth with Native Salesforce Commerce Cloud Access 

Take your business to the next level by launching a fully branded Digital Storefront with Salesforce Commerce Cloud features included in the Salesforce Foundations Guide. Your customers can browse products, complete secure checkout, and make payments seamlessly—right from your storefront. 

Enjoy key Commerce Cloud capabilities like managed checkout, merchandising tools, and secure payment links, all backed by Commerce Cloud Analytics to track sales performance. This ready-to-use package helps you streamline direct-to-customer sales and grow revenue without delay. 

Unlock Unified Data Power with Salesforce Foundations Data Cloud 

Bringing together data from multiple systems can be complex, but with Salesforce Foundations and Data Cloud, it’s easier than ever. As the foundation for a true Customer 360 experience, Data Cloud lets you unify structured and unstructured data from Salesforce, first-party sources, and third-party systems—all in one place. 

You can create precise customer segments, manage consent effortlessly, and build custom rules to tailor your data strategy. Plus, integrating this data into workflows is straightforward—for example, enhancing Screen Flows by pulling in Data Cloud records to provide richer context for your users. 

With Foundations, you receive access to unified profiles, data services, storage credits, and up to 10,000 annual segmentation credits, giving your team the tools to leverage data smarter and deliver personalized customer experiences.  

Conclusion 

The Salesforce Foundations Guide isn’t just a resource—it’s your blueprint for accelerating digital transformation with no friction and no extra costs. From autonomous agents and intuitive workflows to unified data and personalized customer journeys, it gives you hands-on experience with the future of CRM. Whether you’re looking to test AI-driven tools or build a more efficient customer lifecycle, this guide sets the stage for meaningful innovation. Ready to take the next step? Start with Foundations—and let Salesforce do the heavy lifting. And if you need expert guidance to implement or customize it for your business, AnavClouds Software Solutions is here to help—fast, flexible, and focused on results.