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

Supporting tools and information

For this chapter, you will require tools to manipulate data, tools to load data into Salesforce, and an Org with your configured solution design available. We will look at the permissions required to load data in the section on tools as it varies for the Salesforce Data Import Wizard and other tools.

For practice or a solution with limited complexity and smaller data volumes, you can use a spreadsheet application such as Microsoft Excel or a web-based spreadsheet program such as Google Sheets.

Use Google Sheets to manipulate data, the Salesforce-supplied tools to load data, and a Dev Org to practice the data load on. Microsoft Excel currently has a row limit of 1,048,576 and Google Sheets has a limit of 10 million cells or 18,278 columns. If you expect to reach these sorts of limits, you will want to confirm these limits are still current at the time of reading. Usability will become a problem here, so if you are working with large volumes, you...