Salesforce Foundations

Get ready for Agentforce with a 360-degree view of your customers, thanks to Salesforce Foundations. Easily activate Foundations in your existing CRM to add key features in Agentforce, Sales Cloud, Service Cloud, Marketing Cloud, Commerce Cloud and Data Cloud — all for free.

Activate Foundations in your account.

  1. Log into your Salesforce account
  2. Go to “Set up” and select “Salesforce Foundations”
  3. Click "Add via Your Account"
  4. Add Salesforce Foundations products to your basket
  5. Check out and head back to “Set up” to start using Foundations

Get the most out of Foundations with free partner apps on AppExchange.

Access exclusive free trials from over 25 partner apps. These prebuilt extensions and integrations include document generation, contracts, collaboration, surveys, sales, telephony and video conferencing.

Docusign
Vonage
Conga
Zoominfo
Highspot
Ring Central

Build your skills with free, guided learning on Trailhead.

Salesforce Foundations FAQs

To add Foundations to your account, access Your Account through the Salesforce Foundations Set up homepage. Simply log into your account, go to Set up and select Salesforce Foundations in the Set up menu. Then click “Add via Your Account.”

Learn more about setting up your account and managing user access.

To access everything Foundations has to offer, you’ll need to check out with the following SKUs:

  • Salesforce Foundations (Required)
  • Salesforce Platform — Log In and Dev Provisioning (Optional to access Platform Log In Licence credits)

Note: The licence quantity should match the number of user licences your org currently has (including platform licences, Restricted Use Licences).

  • Data Cloud Provisioning (Required if your account does not already have Data Cloud)
  • Salesforce Foundations — Data Cloud Segmentation and Activation (Required)
  • Salesforce Foundations — Agentforce Service Agent (Optional)

Yes, Foundations is a $0 add-on that gives your org access to more functionality. Limits and terms do apply, including:

  • Data Cloud and Agentforce functionality consumes credits when used. Foundations grants enough credits to get started with simple use cases, including 10,000 Data Cloud Segmentation and Activation credits and 200,000 Einstein Requests (approximately enough for 1,000 Service Agent conversations). Learn more about additional credits included with Free Data Cloud here.
  • Overage fees will apply. Usage can be tracked in Digital Wallet.
  • Commerce payment solutions, including Pay Now payment links and Shop Front (U.S. Only), are subject to usage-based fees.
  • Marketing emails are limited to 2,000 email sends per org per month. Additional emails can be purchased through your account or your account executive.

Check here to see if your org edition is currently compatible with Foundations.

Availability varies by region. Keep in touch to your account executive for more details.

If you receive a checkout error or have questions, keep in touch to your account executive to learn more.

Keep in touch to your account executive for more information on adding Foundations to your account.

Once you add the required Foundations products, Data Cloud will be automatically provisioned. Salesforce admins will need to perform additional set-up steps to activate the other feature sets.

Start with our Salesforce Foundations Quick Look on Trailhead or take the full Foundations Learning Path to learn more. You can also see Foundations demos and more at Dreamforce on Salesforce+.

When you’re ready to set up Foundations, follow our set-up guide.

Once you’ve activated Foundations on your account, browse free extended trials of 25+ top apps on AppExchange. Contact these partners directly and reference Salesforce Foundations to get access to your free trial.