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

Creating test plans and executing testing

In this section, we will deep dive into the most common functional test phases used in the Sales Cloud implementation projects. In Chapter 2, Defining the Approach, we learned how a mature organization might have an overall Test Strategy and Test Plan per project or testing phase, whereas organizations new to application development might have a single Test Plan that they create for their project, combining the information from the Strategy and the Plan.

In this section, we considered the most detailed scenario and reviewed the information that would be included in a Test Plan for each phase, as well as practical execution considerations. Figure 8.1 shows the four types of testing we explore here, how they relate to each other, and how they can either be considered as part of the build or testing phase.

Figure 8.1 – Testing phases with different build approaches

Figure 8.1 – Testing phases with different build approaches

From the figure, you can see the order...