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

Testing in practice

It is worth noting that the way testing is executed during each project depends on a number of factors, including the complexity of the solution, an organization’s Salesforce maturity, as well as the time, budget, and skills available. As with a software solution design, there is no single perfect way to deliver testing. Your primary goal is to take the best approach based on your solution with the time, skills, and budget available.

There are some common principles and best practices to keep in mind when planning and delivering your test phases.

  • Test as early as possible: Aim to confirm the quality of the development and suitability of the functionality as early in the process as possible. Also, aim to identify differences between the solution and the User’s expectations so that these can be resolved as soon as possible. Testing early in the development cycle is also referred to as shifting left.
  • Do enough testing for your situation...