Industry experience

Salesforce by industry

Explore where CRM, portals, and connected data fit into different operating environments.

Industries and use cases

Create a consistent path for customers to onboard and for staff to handle requests.

Give sales and support teams access to storefront activity in the CRM.

Give students and mentors a shared place to coordinate research projects.

Support operational workflows that extended beyond the existing CRM setup.

Support portal and service workflows that depend on information from multiple systems.

A customer, field rep and service agent may need different views of the same record. Map permissions to each role before designing a portal.

Start with the operating system that owns orders, cases, or projects and decide what Salesforce needs to read or update.

Choose a measure tied to the workflow, such as onboarding completion time, order lookup time or overdue reviews.