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

Salesforce ALM

ALM describes how the life cycle of a business application such as Sales Cloud is managed – that is, how an idea or requirement gets defined, built, tested, and delivered. It is a combination of people, processes, and tooling. Having a structured approach to delivering your Sales Cloud solution provides predictability and repeatability in a way that enables teams to work together to deliver appropriate high-quality solutions. The following diagram shows the ALM. This diagram is based on the Salesforce ALM process document on Trailhead but we have expanded it beyond deploying the solution:

Figure 2.1 – The ALM process

Figure 2.1 – The ALM process

Figure 2.1 shows the key stages of the life cycle at a high level. Within each stage, there are several other well-understood activities and actions. Although testing is listed as a separate stage in the preceding diagram, we will discuss why it can be beneficial to incorporate testing into the build stage in the...