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

Translating sales process requirements into a design

Now that you have reviewed the main Objects in Sales Cloud and the key considerations, and seen examples of how it can work in practice, you are in a good position to translate your requirements into a design.

You want to leverage all the standard functionality first. Try not to get caught up with the names of the Salesforce terminology. Just because you sell products doesn’t mean you need to use the Product and Price Book capabilities. If you sell services, not products, you still might need to use the Product capability.

Start with the data model. Determine what Objects you need. If you aren’t sure, list the fields that you have identified and then determine what Object they belong in.

One of the first decisions to be made is what Account model to use – organization or person-centric? If your organization only sells to businesses, the decision is simple.

Do you have any type of data that doesn&...