Learn B2B Product Fundamentals

Explore the Salesforce products that power digital transformation for B2B businesses.

• Transform your businesses with a single, integrated CRM platform.
• Grow your business, boost productivity, and make smart decisions with Sales Cloud.
• Supercharge your agents with omni-channel tools and an intelligent service platform.
• Get introduced to the platform, navigate use cases, and build custom functionality.
• Use the commerce data model to plan, manage, and organize your B2B Commerce stores.
• Enhance your storefront experience with promotions, product details, and localization.
• Learn how the advanced features in Salesforce CPQ help optimize sales from lead to cash.
• Learn how Salesforce Billing optimizes the relationship between Finance and Sales.
• Learn best practices for channel sales and partner portal management in Sales Cloud.
• Learn how to use Salesforce settings to share CRM data securely with partners.
• Learn about Field Service and set service territories.
• Learn what Pardot is and how it can help you market to other businesses.
• Learn how admins and business users can integrate apps and data with MuleSoft Composer.

• Salesforce Customer 360
• Discover Salesforce Customer 360
• Get to Know Customer 360
• Tour the Customer 360 Solution Portfolio
• Sales Cloud Basics
• Get to Know Sales Cloud
• Grow Your Business with Sales Cloud
• Measure Sales Metrics that Matter
• Learn About the Salesforce Platform Advantage
• Service Cloud Basics
• Get to Know the Service Cloud Platform
• Resolve Cases Faster
• Deliver Omnichannel Service
• Learn About the Salesforce Platform Advantage
• Salesforce Platform Basics
• Get Started with the Salesforce Platform
• Discover Use Cases for the Platform
• Understand the Salesforce Architecture
• Navigate Setup
• Power Up with AppExchange
• B2B Commerce on Lightning Experience Data Model
• Get to Know the B2B Commerce Data Model
• Organize Your Store
• Organize How Buyers Access Your Store
• Salesforce B2B Commerce Storefront Experience
• Highlight Products and Promotions
• Add Product Details
• Localize Your Storefront
• Support Your Buyer’s B2B Journey
• Salesforce CPQ Features
• Continue Your CPQ Journey
• Understand Product and Price Rules
• Understand Advanced Approvals and Advanced Order Management
• Discover How CPQ Treats Time
• Salesforce Billing Basics
• Get Started with Salesforce Billing
• Manage the Billing Process
• Give Finance a Helping Hand
• Deploy and Integrate with Salesforce Billing
• Channel Management and Partner Portal Strategy
• Develop Your Channel Strategy
• Establish the Foundation of Your Portal
• Set Goals for Your Channel
• Recruit and Onboard Your Channel Partners
• Manage and Grow Your Channel
• Share CRM Data with Your Partners
• Launch Your Trailhead Playground
• Create a Partner Portal, Enable Partner Account and Users, and Add Members
• Set Your Org's External Org-Wide Defaults
• Set Up Account Roles and the Role Hierarchy
• Use Sharing Rules for External Users
• Use Site-Specific Sharing
• Share Data Using an Account Relationship
• Field Service Basics
• Get Started with Field Service for Salesforce
• Enable Field Service and Create Service Resources
• Configure Territories and Set Operating Hours for Service
• Pardot Lightning App Basics
• Get Started with Pardot Lightning App
• Learn How to Navigate Pardot Lightning App
• Learn Pardot Administration Basics
• MuleSoft Composer Basics
• Get to Know MuleSoft Composer
• Explore MuleSoft Composer