Quick Links
What To Do Next
- Complete the setup flow under Getting Started.
- Validate access and sharing settings before rollout.
- Review security pages with your Salesforce admin and security team.
Overview
ShiftUp Documentation
Start here for setup, security, and operations guidance for ShiftUp in Salesforce.
ShiftUp is a sales intelligence managed package for Salesforce. It uses AI agents to automate account research and generates outputs like account plans, opportunity strategies, and stakeholder insights.
Use this site as your working documentation hub for implementation and administration.