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Find the next opportunity in an account you already have.
Tick what the customer owns and what you are hearing. The finder suggests expansion paths with the signals behind them, discovery questions, a value hypothesis to test and resources to send. 16 paths across Sales Cloud, Service Cloud, Field Service, marketing, Revenue Cloud, Data 360, Agentforce, integration and analytics.
All expansion paths
16 expansion paths. Tick what the customer owns to narrow them.
- Owns Sales CloudExpand to Revenue Cloud
Quoting and revenue on the same platform as the pipeline
When quotes live in spreadsheets, pricing errors and slow approvals sit between a verbal yes and a signed order. Revenue Cloud brings product catalog, pricing, quoting and, for subscription businesses, billing onto the platform where the opportunity already lives.
Signals: Quotes are built in spreadsheets or take days to approve; Renewals, usage or invoices are tracked outside Salesforce.
Discovery questions, value hypothesis and resources
- How long does it take from verbal yes to a signed quote, and where does it wait?
- Who approves discounts today, and how do they see the deal context?
- How many products, bundles or price lists do reps choose from?
Value hypothesis to test: Faster quote turnaround and fewer pricing errors. Measure days from verbal yes to signed quote and the rate of quote rework.
Send or read: Salesforce CPQ and Revenue Cloud guide · Quoting tools compared
- Owns Sales CloudExpand to Marketing Cloud or Account Engagement
Marketing automation connected to the pipeline
If marketing cannot tie campaigns to pipeline, budget decisions are guesses. Account Engagement (for B2B) or Marketing Cloud (for high-volume consumer messaging) nurtures leads and reports campaign influence on opportunities in Sales Cloud.
Signals: Marketing cannot show which campaigns create pipeline; Leads go cold because no one follows up consistently.
Discovery questions, value hypothesis and resources
- Which campaigns created pipeline last quarter, and how do you know?
- What happens to a lead that is not ready to buy today?
- Who owns the handoff from marketing to sales?
Value hypothesis to test: Better follow-up on leads that are not ready yet and visible campaign influence. Measure lead-to-opportunity conversion and pipeline by campaign.
Send or read: Marketing Cloud Engagement vs. Account Engagement · Campaign attribution in Salesforce
- Owns Sales CloudExpand to Service Cloud
Service on the same customer record
When support runs in a separate tool, reps walk into renewals without knowing about open escalations. Service Cloud puts cases, entitlements and knowledge on the same account record sales uses.
Signals: Support runs on email, a shared inbox or a separate tool; Deals and escalations are coordinated in email threads.
Discovery questions, value hypothesis and resources
- Can a rep see a customer's open support issues before a renewal call?
- Where do support requests arrive today, and who tracks response times?
- How do you decide which customers get priority support?
Value hypothesis to test: Fewer renewal surprises and one view of the customer. Measure first response time and renewal risk flagged from support activity.
Send or read: Sales Cloud vs. Service Cloud · Service Cloud setup guide
- Owns Sales CloudExpand to MuleSoft
ERP data in front of the sellers
Reps who cannot see orders, inventory or invoices call the back office or quote what cannot ship. Integrating the ERP, often with MuleSoft, brings that data into Salesforce and keeps it in sync.
Signals: Orders, inventory or invoices live in an ERP reps cannot see.
Discovery questions, value hypothesis and resources
- What do reps ask finance or operations for every week?
- Which ERP do you run, and who owns integrations today?
- Has an integration been tried before, and what happened?
Value hypothesis to test: Fewer back-office lookups and fewer orders quoted against stock or credit problems. Measure time spent on lookups and order exceptions.
Send or read: Salesforce ERP integration guide · MuleSoft vs. Workato
- Owns Sales CloudExpand to Agentforce
Agentforce for Sales on routine seller work
Inbound leads that wait, meeting prep and follow-up emails take time sellers would rather spend selling. Agentforce for Sales adds AI agents and assistance inside Sales Cloud, grounded in the customer's own data and permissions.
Signals: The team cannot keep up with routine requests; Leads go cold because no one follows up consistently.
Discovery questions, value hypothesis and resources
- How quickly is a new inbound lead contacted today?
- How much time do reps spend preparing for meetings and writing follow-ups?
- How clean are opportunity stages, close dates and contact roles?
Value hypothesis to test: Faster lead response and more selling time. Measure speed to first touch and seller time on admin, starting with a pilot team.
Send or read: Agentforce job-ready agents explained · Agentforce readiness checklist · Agentforce Opportunity Finder
- Owns Sales CloudExpand to Tableau
Analytics leaders trust without spreadsheet rebuilds
When leaders rebuild the forecast in spreadsheets every week, they don't trust the reports. Tableau, including Tableau Next, adds governed analytics across Salesforce and other data.
Signals: Leaders build reports in spreadsheets every week.
Discovery questions, value hypothesis and resources
- Which report gets rebuilt outside Salesforce every week, and by whom?
- What data does that report pull from beyond Salesforce?
- What decision would change if leaders trusted the numbers?
Value hypothesis to test: Hours of weekly reporting returned and one version of the numbers. Measure time spent building recurring reports.
Send or read: Reports vs. CRM Analytics vs. Tableau · What is Tableau Next?
- Owns Sales CloudExpand to Experience Cloud
A partner or dealer portal
If partners email for leads, pricing and deal status, a portal on Experience Cloud lets them register deals and work leads on the same data, under your sharing rules.
Signals: Partners, dealers or customers email for status and documents.
Discovery questions, value hypothesis and resources
- How do partners register deals and get leads today?
- How many partners or dealers, and how active?
- What do partners ask your team for most often?
Value hypothesis to test: Fewer status emails and more partner-sourced pipeline you can see. Measure partner deal registrations and requests handled by the channel team.
Send or read: Partner relationship management in Salesforce · Experience Cloud portal guide
- Owns Service CloudExpand to Field Service
Field Service for the work that happens on site
If a case ends with a technician visit scheduled by phone, the record goes dark at the most expensive step. Field Service adds work orders, scheduling, dispatch and a mobile app on the same case and asset history.
Signals: Technicians are scheduled by phone, whiteboard or spreadsheet.
Discovery questions, value hypothesis and resources
- How are technicians scheduled today, and how many dispatchers do it?
- How often does a job need a second visit, and why?
- Can technicians see the asset's service history on site?
Value hypothesis to test: Fewer repeat visits and less dispatcher time. Measure first-time fix rate and jobs per technician per day.
Send or read: Field Service implementation guide · Field Service vs. standalone tools
- Owns Service CloudExpand to Agentforce
Agentforce for Service on routine questions
When agents spend the day on the same questions, customer-facing agents and agent assistance in Service Cloud can answer routine requests from current knowledge and hand off the rest with context.
Signals: The team cannot keep up with routine requests; Support runs on email, a shared inbox or a separate tool.
Discovery questions, value hypothesis and resources
- What share of cases are routine questions with a known answer?
- How current is the knowledge base, and who owns it?
- What must always go to a person?
Value hypothesis to test: Lower cost to serve routine requests and faster answers. Measure resolution without a person and handling time, starting with one case type.
Send or read: Agentforce consulting · Salesforce Knowledge setup guide · Agentforce Opportunity Finder
- Owns Service CloudExpand to Experience Cloud
A customer self-service portal
Customers who email for status, documents or answers create cases a portal could prevent. Experience Cloud gives them a secure place to check status, find answers and open cases.
Signals: Partners, dealers or customers email for status and documents; The team cannot keep up with routine requests.
Discovery questions, value hypothesis and resources
- What are the top reasons customers contact support?
- Which of those could they answer themselves with the right access?
- Do customers need to see documents, orders or entitlements?
Value hypothesis to test: Fewer status-check cases. Measure case volume by reason before and after.
Send or read: Experience Cloud portal guide · Experience Cloud security
- Owns Service CloudExpand to Slack
Slack for escalations and swarming
Escalations coordinated in email threads lose context. Slack connected to Salesforce lets teams work a case together with the record in view.
Signals: Deals and escalations are coordinated in email threads.
Discovery questions, value hypothesis and resources
- How does an escalation reach engineering or account management today?
- How long does it take to pull the right people together?
- Do you already use Slack?
Value hypothesis to test: Faster escalations with fewer handoffs. Measure time to resolve escalated cases.
Send or read: Slack and Salesforce
- Owns Marketing Cloud or Account EngagementExpand to Data 360
Unified profiles for segmentation
When customer data is split across commerce, service, product and marketing systems, segments are built on partial pictures. Data 360 unifies profiles and makes segments and calculated insights available to marketing and the rest of Salesforce.
Signals: Customer data is split across systems with no single profile; Marketing cannot show which campaigns create pipeline.
Discovery questions, value hypothesis and resources
- How many systems hold customer data, and which ones does marketing use?
- Which segment do you wish you could build today but can't?
- How do you handle consent across channels?
Value hypothesis to test: More relevant campaigns from fuller profiles. Measure engagement and conversion on segments built with unified data.
Send or read: When you need Data 360 · Data 360 use cases
- Owns Data 360Expand to Agentforce
Agents grounded in unified data
Agentforce is only as good as the data it reasons over. Customers with Data 360 in place can ground agents in unified profiles and real-time context.
Signals: The team cannot keep up with routine requests; Customer data is split across systems with no single profile.
Discovery questions, value hypothesis and resources
- Which unified data would an agent need to answer customers well?
- Who owns data quality for those sources?
- What would a good first agent handle?
Value hypothesis to test: Agent answers that reflect the whole customer. Measure answer accuracy in testing and resolution rate in a pilot.
Send or read: Agentforce Opportunity Finder · Data 360 readiness checklist
- Owns Revenue CloudExpand to MuleSoft
Quote-to-cash connected to finance
Orders and invoices that are rekeyed into the ERP create delays and errors. Integration closes the loop from signed quote to order to invoice.
Signals: Orders, inventory or invoices live in an ERP reps cannot see; Renewals, usage or invoices are tracked outside Salesforce.
Discovery questions, value hypothesis and resources
- What happens between a signed quote and an order in the ERP?
- Where do order errors usually come from?
- Which system is the source of truth for pricing?
Value hypothesis to test: Fewer rekeying errors and faster order processing. Measure order exceptions and time from signature to order.
Send or read: Salesforce accounting integration · Salesforce NetSuite integration
- Owns Field ServiceExpand to Revenue Cloud
Estimates and quotes for field work
When estimates are built outside Salesforce, managers cannot compare quoted cost with actual work. Quoting on the platform ties estimates to work orders.
Signals: Quotes are built in spreadsheets or take days to approve.
Discovery questions, value hypothesis and resources
- How are estimates built for field jobs today?
- Can managers compare estimated and actual cost per job?
- Who approves change orders?
Value hypothesis to test: Tighter job margins. Measure estimate-to-actual variance.
Send or read: Salesforce CPQ implementation guide
- Owns Any productExpand to Optimization or health check
Fix adoption before the next license conversation
Expansions stall when users avoid what they already have. An optimization or health check fixes the workarounds first, which is what makes the next purchase credible.
Signals: Users avoid Salesforce or keep side spreadsheets; Leaders build reports in spreadsheets every week.
Discovery questions, value hypothesis and resources
- Where do users keep side spreadsheets, and why?
- Which reports do leaders not trust?
- What was supposed to be live by now and isn't?
Value hypothesis to test: Higher adoption and a healthier renewal. Measure active users, side spreadsheets retired and report trust.
Send or read: Free health check for referred customers · Org health self-assessment · Salesforce optimization
Adoption is low, so lead with fixing what they have. A free health check for customers you refer is the usual first step. Request one through the Deal Desk.
Turning a path into a deal
- Confirm the signal in the customer's words. Use the discovery questions before you name a product.
- Agree the measure. The value hypothesis tells you what to baseline.
- Build the business case with the ROI calculator, using their numbers.
- Bring in delivery early so the scope is credible. We reply within 4 business hours.
Want a partner in the expansion conversation?
A consultant who has delivered the product can join discovery and scope the work in writing.
Open the Deal Desk →