Book Image

Salesforce Sales Cloud – An Implementation Handbook

By : Kerry Townsend
Book Image

Salesforce Sales Cloud – An Implementation Handbook

By: Kerry Townsend

Overview of this book

Salesforce Sales Cloud is a system rich in functionality, addressing many sales business challenges such as sales productivity, forecast visibility, and sales enablement. However, unlocking the full value of the system and getting maximum returns pose a challenge, especially if you’re new to the technology. This implementation handbook goes beyond mere configuration to ensure a successful implementation journey. From laying the groundwork for your project to engaging stakeholders with sales-specific business insights, this book equips you with the knowledge you need to plan and execute. As you progress, you’ll learn how to design a robust data model to support the sales and lead generation process, followed by crafting an intuitive user experience to drive productivity. You’ll then explore crucial post-building aspects such as testing, training, and releasing functionality. Finally, you’ll discover how the solutions’ capability can be expanded by adding and integrating other tools to address typical sales use cases. By the end of this book, you’ll have grasped how to leverage Sales Cloud to solve sales challenges and have gained the confidence to design and implement solutions successfully with the help of real-world use cases.
Table of Contents (20 chapters)
1
Part 1:Building the Fundamentals
7
Part 2: Preparing to Release
13
Part 3: Beyond the Fundamentals

Executing Testing

Ensuring quality in your Sales Cloud solution is an essential component for success. Users must trust that the system will consistently deliver what they need so that they adopt it. In Chapter 2, Defining the Approach, we considered why testing is an essential part of the Application Lifecycle, and we learned how the Development Methodology, Environment Strategy, and DevOps methodology influence and constrain the options and flexibility you have when structuring testing. We also learned about the types of testing that are commonly used in Salesforce projects and the role that the Testing Strategy, Test Plans, and Test Cases have in enabling you to deliver effective testing for your Sales Cloud implementation.

This chapter gives you the information you need to put your test approach into action. We will learn about the considerations and what is included in a Test Plan for the most common test phases included in Sales Cloud implementations. We will also learn how...