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

Additional Sales Cloud functionality

In this section, we explore the Objects in Sales Cloud that are in addition to those that enable the management of the core sales process such as Opportunities, Opportunity Products, Accounts, and Contacts. These Objects provide out-of-the-box options that provide a solution for organizations that have relatively lightweight requirements. Like the majority of Sales Cloud functionality, they can be customized and extended to your organization’s needs. If your organization has requirements that can’t be met by this functionality out of the box, you may also want to investigate the capability of Salesforce CPQ or other Cost, Price, Quote (CPQ) solutions available from the AppExchange before investing significant time in building a bespoke solution. You may still decide that customizing the standard functionality is your best option, but it is important to understand what third-party tools are available as part of coming to that decision...