Salesforce Foundations

Gain a 360-degree view of customers by activating Foundations with your existing CRM, free. Access the powerful AI capabilities of Agentforce and discover key features in Agentforce, Sales Cloud, Service Cloud, Marketing Cloud, Commerce Cloud, and Data Cloud — Cloud—all at no cost.

Activate Foundations in your account.

  1. Log into your Salesforce account
  2. Go to “Set Up” and select “Salesforce Foundations”
  3. Click on "Add to my Contract"
  4. Add Salesforce Foundations products to your cart
  5. Check out and head back to “Set Up” to start using Foundations

Transform your business using existing data to power prebuilt AI agents with Agentforce.

With Foundations, you can activate Agentforce for free.

  1. Click Settings from your Salesforce Account
  2. Click Advanced Setup
  3. Type “Agent” in Quick Find
  4. Click “Agents”
  5. “Turn On” Agentforce

Discover the full potential of Salesforce 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 FAQ

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 setup guide.

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 you 100K Agentforce Flex credits to get you started testing use cases and proof of concepts. With Foundations you receive 10,000 Data Cloud Segmentation and Activation credits. 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 Storefront (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.

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)

Note: The license quantity should match the number of user licenses your org currently has (including platform licenses, Restricted Use Licenses).

  • Salesforce Foundations — Entitlements - Flex Credits (Required)
  • Data Cloud Provisioning (Required if your account does not already have Data Cloud)
  • Salesforce Foundations — Data Cloud Segmentation and Activation (Required)
  • Salesforce Platform — Login and Dev Provisioning (Optional to access Platform Login License credits)

If you activated Foundations prior to December 17, 2024, you'll want to add the newest "Salesforce Foundations - Entitlements - Flex Credits" sku to your account to have access to both Sales and Service Agent skills. To do this, navigate to “Set Up,” select “Salesforce Foundations,” and then click “Add via Your Account” to access product selection. There you can select “Salesforce Foundations - Entitlements” to add it to your cart. Complete the checkout process to activate Agentforce Sales and Service Agents in your account.

Next, head back to Trailhead to build your first Agent!

Credits are consumed based on the work an agent performs to complete a request. This gives you more flexibility in assigning agent tasks and acknowledges that some tasks are lighter lifts than others, which will be reflected in the usage rate. You can also use the Agentforce ROI Calculator to calculate the return on investment when using Flex Credits with an agent. Learn more.

Salesforce Help | Article

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

Availability varies by region. Reach out to your account executive for more details.

If you receive a checkout error or have questions, reach out to your account executive to learn more.

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

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.