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

Other testing

Some types of testing are only appropriate in certain situations; an example of this is Performance Testing. This is only relevant when there is a significant increase in the scale of the solution – for example, in Users or data volumes. We will explore Performance Testing, as there is a specific approach to this on the Salesforce Customer 360 Platform.

Performance Testing

The purpose of Performance Testing is to confirm that a system performs in a useable manner as it scales in terms of the number of Users, data volumes, or requests per second. It should be considered when there is a significant increase in these factors.

At this scale, you are likely to have a technical team and possibly a Salesforce Architect overseeing the design of your solution, who will advise and guide you through this type of testing. Performance Testing has a number of considerations, depending on the complexity of your functionality, the integrations you have, and the tools...