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

Creating a deployment plan

It is very important that your deployment goes smoothly because delays and issues in this final step can overshadow all the great work that has been done up to this point. This is particularly important if the time you have to deploy is limited, that is, out of office working hours. The best way to achieve this is to have a detailed plan that everyone involved agrees with. This means that the deployment window is simply about executing tasks, not about working out what the tasks are. You will also want to agree what happens if something doesn’t go according to plan. This includes who gets notified, what additional expertise might be brought in, and what happens if the problem can’t be resolved during the deployment window.

As with all the plans we’ve created during the implementation, the deployment plan includes what you’re trying to achieve, how you’re going to approach it, who’s going to be involved, the schedule...