Salesforce Sales（销售）中文技术文章，覆盖 Agentforce Sales 上线策略、代理式销售周期、渠道销售、营销活动与审批流程自动化
按功能主题整理的 110 个徽章 + 已发布文章
Agentforce、Revenue Intelligence、Prospecting Agent、Sales Workspace 等 AI 销售
账户、联系人、潜客、商机、数据质量、营销活动等核心
冷呼、异议处理、潜客策略、软技能与团队文化
生产力、Cadence、Engagement、Dialer、集成与流程自动化
报价、定价、订单、计费、订阅与产品配置
渠道销售、合作伙伴关系管理（PRM）、协作销售
报表、仪表板、销售预测、区域与地图
认证维护与备考
已上线官网的销售系列中文技术文章
共 6 篇已上线官网，按编号排序
| 编号 | 标题 | 类型 |
|---|---|---|
| 001 | Agentforce Sales 上线推广策略（Agentforce Sales Rollout Strategy） | Module |
| 002 | Agentforce Sales 的代理式销售周期（Agentic Sales Cycle with Agentforce Sales） | Module |
| 003 | 面向合作伙伴的渠道销售（Channel Sales for Partners） | Module |
| 004 | B2B Solution Architect 认证维护（Summer '25） | Module |
| 005 | 构建折扣审批流程（Build a Discount Approval Process） | Project |
| 006 | 营销活动基础（Campaign Basics） | Module |
| 编号 | 徽章 | 类型 | 状态 |
|---|---|---|---|
| 1-1 | Agentforce for Sales: Quick Look | Module | 🆕 未收录 |
| 1-2 | Agentforce Sales Rollout Strategy | Module | ✅ 已有（#1） |
| 1-3 | Agentforce Sales Configuration Basics | Module | ✅ 已有（#22） |
| 编号 | 徽章 | 类型 | 状态 |
|---|---|---|---|
| 2-1 | Core Responsibilities for Salesforce Admins | Module | 🆕 未收录 |
| 2-2 | Strategic Salesforce Administration | Module | 🆕 未收录 |
| 2-3 | User Management | Module | 🆕 未收录 |
| 2-4 | Data Security | Module | 🆕 未收录 |
| 2-5 | User Authentication | Module | 🆕 未收录 |
| 编号 | 徽章 | 类型 | 状态 |
|---|---|---|---|
| 3-1 | Accounts and Contacts | Module | ✅ 已有（#19） |
| 3-2 | Lightning Experience Customization | Module | 🆕 未收录 |
| 3-3 | Validation Rules | Module | 🆕 未收录 |
| 3-4 | Formulas and Validations | Module | 🆕 未收录 |
| 3-5 | Quick Start: Dynamic Forms | Project | 🆕 未收录 |
| 编号 | 徽章 | 类型 | 状态 |
|---|---|---|---|
| 4-1 | Leads and Opportunities | Module | ✅ 已有（#35） |
| 4-2 | Opportunity Management | Module | ✅ 已有（#40） |
| 4-3 | Path & Workspaces | Module | ✅ 已有（#44） |
| 4-4 | Customize a Sales Path for Your Team | Project | ✅ 已有（#16） |
| 编号 | 徽章 | 类型 | 状态 |
|---|---|---|---|
| 5-1 | Data Quality | Module | ✅ 已有（#17） |
| 5-2 | Duplicate Management | Module | ✅ 已有（#28） |
| 5-3 | Data Management | Module | 🆕 未收录 |
| 5-4 | Import and Export with Data Management Tools | Project | 🆕 未收录 |
| 编号 | 徽章 | 类型 | 状态 |
|---|---|---|---|
| 6-1 | List Views: Quick Look | Module | 🆕 未收录 |
| 6-2 | To Do List for Task Management | Module | ✅ 已有（#109） |
| 6-3 | Salesforce Meetings | Module | ✅ 已有（#79） |
| 6-4 | Sales Productivity | Module | ✅ 已有（#89） |
| 6-5 | Agentforce Sales Everywhere for Sales Teams | Module | ✅ 已有（#24） |
| 6-6 | Sales Workspace | Module | ✅ 已有（#96） |
| 编号 | 徽章 | 类型 | 状态 |
|---|---|---|---|
| 7-1 | Reports & Dashboards: Quick Look | Module | ✅ 已有（#59） |
| 7-2 | Reports & Dashboards for Lightning Experience | Module | 🆕 未收录 |
| 7-3 | Create Reports and Dashboards for Sales and Marketing Managers | Project | 🆕 未收录 |
| 编号 | 徽章 | 类型 | 状态 |
|---|---|---|---|
| 1-1 | Salesforce Forecasting | Module | ✅ 已有（#73） |
| 1-2 | Sales Pipeline Basics | Module | ✅ 已有（#86） |
| 编号 | 徽章 | 类型 | 状态 |
|---|---|---|---|
| 2-1 | Sales Engagement Basics | Module | ✅ 已有（#66） |
| 2-2 | Quick Cadences for Sales Teams | Module | ✅ 已有（#56） |
| 编号 | 徽章 | 类型 | 状态 |
|---|---|---|---|
| 3-1 | Salesforce Maps Basics | Module | ✅ 已有（#77） |
| 3-2 | Territories in Sales Planning | Module | ✅ 已有（#105） |
| 3-3 | Advanced Sales Territories | Module | ✅ 已有（#20） |
| 3-4 | Create a Salesforce Maps Marker Layer | Project | 🆕 未收录 |
| 编号 | 徽章 | 类型 | 状态 |
|---|---|---|---|
| 4-1 | Salesforce, Gmail, and Google Calendar Integration | Module | ✅ 已有（#75） |
| 4-2 | Salesforce and Outlook Integration | Module | 🆕 未收录 |
| 4-3 | Conversation Intelligence for Sales | Module | 🆕 未收录 |
| 4-4 | Conversation Intelligence Setup | Module | 🆕 未收录 |
| 编号 | 徽章 | 类型 | 状态 |
|---|---|---|---|
| 1-1 | Agentforce Basics | Module | 🆕 未收录 |
| 1-2 | New Agentforce Builder: Quick Look | Module | 🆕 未收录 |
| 1-3 | Trusted Agentic AI | Module | 🆕 未收录 |
| 1-4 | Agentforce for Sales: Quick Look | Module | 🆕 未收录 |
| 1-5 | Prospecting Agent: Quick Look | Module | ✅ 已有（#52） |
| 编号 | 徽章 | 类型 | 状态 |
|---|---|---|---|
| 2-1 | Sales Pipeline Management with Agents | Module | 🆕 未收录 |
| 2-2 | Introduction to Revenue Intelligence for Agentforce Sales | Module | ✅ 已有（#34） |
| 2-3 | Revenue Intelligence Setup | Module | ✅ 已有（#60） |
| 2-4 | Conversation Intelligence for Sales | Module | 🆕 未收录 |
| 2-5 | Conversation Intelligence Setup | Module | 🆕 未收录 |
| 编号 | 徽章 | 类型 | 状态 |
|---|---|---|---|
| 3-1 | Plans and Data Management in Salesforce Spiff | Module | 🆕 未收录 |
| 3-2 | Salesforce Spiff Plans | Module | 🆕 未收录 |
| 3-3 | Salesforce Spiff Plans Management | Module | 🆕 未收录 |
| 3-4 | Salesforce Spiff Quotas | Module | 🆕 未收录 |
| 3-5 | Data Management in Salesforce Spiff | Module | 🆕 未收录 |
| 编号 | 徽章 | 类型 | 状态 |
|---|---|---|---|
| 4-1 | Agentforce Sales Coach Setup and Customization | Module | 🆕 未收录 |
| 4-2 | Build Your First Sales Coach | Project | 🆕 未收录 |
| 编号 | 徽章名称 | 时间 |
|---|---|---|
| 1 | Agentforce Sales Rollout Strategy | ~15 mins |
| 2 | Agentic Sales Cycle with Agentforce Sales | ~10 mins |
| 21 | Agentforce Sales Basics | ~15 mins |
| 22 | Agentforce Sales Configuration Basics | ~30 mins |
| 23 | Agentforce Sales Enhancements with Data 360: Quick Look | ~10 mins |
| 24 | Agentforce Sales Everywhere for Sales Teams | ~30 mins |
| 29 | Einstein Relationship Insights Basics | ~40 mins |
| 33 | Introduction to Agentforce Sales | ~35 mins |
| 34 | Introduction to Revenue Intelligence for Agentforce Sales | ~20 mins |
| 46 | Pipeline Inspection: Quick Look | ~5 mins |
| 52 | Prospecting Agent: Quick Look | ~10 mins |
| 60 | Revenue Intelligence Setup | ~1 hr 10 mins |
| 61 | Sales AI: Quick Look | ~5 mins |
| 96 | Sales Workspace | ~15 mins |
| 97 | Sell Smarter with Pipeline Inspection | ~25 mins |
| 编号 | 徽章名称 | 时间 |
|---|---|---|
| 6 | Campaign Basics | ~40 mins |
| 17 | Data Quality | |
| 19 | Accounts and Contacts | ~30 mins |
| 26 | Deal Tracking with Salesforce Opportunities: Quick Look | ~5 mins |
| 28 | Duplicate Management | ~50 mins |
| 35 | Leads and Opportunities | ~1 hr 10 mins |
| 36 | Leads List View: Step-by-Step | ~5 mins |
| 40 | Opportunity Management | ~30 mins |
| 55 | Prospect Tracking with Salesforce Leads: Quick Look | ~5 mins |
| 82 | Salesforce's Free CRM: Quick Look | ~5 mins |
| 83 | Salesforce Starter Suite and Pro Suite | ~20 mins |
| 84 | Sales for Small Business | ~30 mins |
| 88 | Sales Process Basics | ~20 mins |
| 91 | Sales Role: Quick Look | ~5 mins |
| 95 | Sales with Salesforce: Quick Look | ~5 mins |
| 107 | The Salesforce Cosmos Theme: Quick Look | ~5 mins |
| 编号 | 徽章名称 | 时间 |
|---|---|---|
| 9 | Cold Calling for Sales | ~20 mins |
| 12 | Customer-Centric Conversation Strategies | ~25 mins |
| 13 | Customer-Centric Discovery Strategies | ~25 mins |
| 14 | Customer Success for Sales | ~20 mins |
| 15 | Customer Success Score | ~15 mins |
| 18 | Account-Based Selling | ~30 mins |
| 38 | Maximize the Impact of Sales Calls | ~15 mins |
| 39 | Objection Handling Strategies | ~30 mins |
| 53 | Prospecting Contact Strategy | ~25 mins |
| 54 | Prospecting to Improve Sales | ~15 mins |
| 62 | Sales Contracts and Negotiation: Quick Look | ~5 mins |
| 63 | Sales Deal Acceleration | ~35 mins |
| 64 | Sales Deal Structures | ~15 mins |
| 92 | Sales Team Collaboration | ~15 mins |
| 93 | Sales Team Culture | ~20 mins |
| 99 | Social Selling | ~20 mins |
| 100 | Soft Skills for Sales | ~20 mins |
| 101 | Strategic Prospecting: Quick Look | ~10 mins |
| 102 | Strategies for Communicating with Executives | ~25 mins |
| 108 | Time Management for Sales Teams | ~15 mins |
| 110 | Unlock Your Sales Potential with Prospecting Center | ~15 mins |
| 编号 | 徽章名称 | 时间 |
|---|---|---|
| 5 | Build a Discount Approval Process | ~1 hr 5 mins |
| 16 | Customize a Sales Path for Your Team | ~30 mins |
| 30 | Email and Calendar Integrations: Quick Look | ~5 mins |
| 44 | Path & Workspaces | ~30 mins |
| 56 | Quick Cadences for Sales Teams | ~1 hr 5 mins |
| 57 | Quick Start: Slackbot for Sales Planning | ~40 mins |
| 65 | Sales Dialer | ~20 mins |
| 66 | Sales Engagement Basics | ~25 mins |
| 67 | Salesforce Adoption Strategies | ~35 mins |
| 75 | Salesforce, Gmail, and Google Calendar Integration | ~25 mins |
| 76 | Salesforce Go | ~45 mins |
| 79 | Salesforce Meetings | ~25 mins |
| 89 | Sales Productivity | ~30 mins |
| 109 | To Do List for Task Management | ~25 mins |
| 编号 | 徽章名称 | 时间 |
|---|---|---|
| 3 | Channel Sales for Partners | ~20 mins |
| 8 | Channel Revenue Management: Quick Look | ~5 mins |
| 10 | Collaborative Selling with Partner Connect | ~15 mins |
| 41 | Partner Cloud | ~15 mins |
| 42 | Partner Relationship Management | ~30 mins |
| 43 | Partner Relationship Management (PRM) Portal Strategy | ~45 mins |
| 90 | Sales Programs and Partner Tracks Basics | ~45 mins |
| 编号 | 徽章名称 | 时间 |
|---|---|---|
| 20 | Advanced Sales Territories | ~15 mins |
| 25 | Datasets and Dashboards in B2B Marketing Analytics | ~40 mins |
| 59 | Reports & Dashboards: Quick Look | ~5 mins |
| 73 | Salesforce Forecasting | ~30 mins |
| 74 | Salesforce Forecasting: Quick Look | ~5 mins |
| 77 | Salesforce Maps Basics | ~15 mins |
| 78 | Salesforce Maps: Quick Look | ~5 mins |
| 85 | Sales Performance Analysis | ~50 mins |
| 86 | Sales Pipeline Basics | ~15 mins |
| 87 | Sales Planning: Quick Look | ~5 mins |
| 94 | Sales Territories and Forecasting | ~30 mins |
| 105 | Territories in Sales Planning | ~20 mins |
| 106 | Territory Design and Management: Quick Look | ~5 mins |