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

Sales Cloud data model and security

In this section, we will explore the functionality of the Sales Cloud data model and security. Sales Cloud is built on the Salesforce Customer 360 platform, which means it benefits from the secure and scalable infrastructure, as well as other capabilities.

It is assumed that you understand the core concepts of the Salesforce Customer 360 platform data model, where data is stored in Objects with individual records. Generally speaking, access to Objects is controlled by profiles and permissions, and the visibility of records is determined by the sharing model.

We will take a look at the Objects that are available in Sales Cloud and explore what they are best used for and how they relate to each other. We will then take a look at the tools available to secure them and the data they hold.

Before we get into those in detail, we will review the breadth of Sales Cloud’s capabilities.

Sales Cloud’s capabilities

Sales Cloud has...