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 User Interface (UI) design

Salesforce offers a range of tools to customize the User Interface, which in turn impacts the overall User experience. These can be classified into two categories: Low Code and Pro Code. Low Code refers to declarative tools where development is via point and click. Pro Code tools are the tools where some coding expertise is required. In this section, the majority of the tools we explore are Low Code. We look at the following:

  • Lightning Apps
  • Page Layouts
  • Compact vs. Comfy
  • Dynamic Forms
  • Highlights Panel
  • Path
  • Home Page
  • List Views
  • Search
  • Scoping Rules

We also take a very high-level look at the Pro Code options for when the declarative options don’t provide the right solutions. We look at the following:

  • Lightning Web Components (LWC)
  • APEX
  • VisualForce (VF)

As we reviewed in Chapter 2, Defining the Approach, you should aim to deliver your requirements with Low Code tools...