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

Deciding how and when to deploy

How and when to roll out your new implementation, or update your implementation, depends on the scale of the change. The obvious answer is as soon as testing and pre-go-live training is complete. This may be the case if your new implementation or updates impact a single set of stakeholders, for example, a single sales division. If your implementation impacts a large number of users or involves multiple teams or locations, you might want to consider rolling out access in phases. The benefit of enabling the functionality or access for a small number of users first is that any issues can be identified and resolved with a limited impact on users. Once in a live environment, any issues that were either not identified in testing or are the result of the deployment can have an impact on live data, which will need to be corrected. This is easier to do if it impacts a limited dataset.

If you are considering a phased approach, the first point to determine is...