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

Executing Training

Enabling your stakeholders with the skills and knowledge they need to get the most from Sales Cloud is an essential component for success. A high level of adoption is always the goal.

In Chapter 2, Defining the Approach, we learned about the pillars of organizational change management and how training is a component of that. We learned about the types of testing that are commonly used in Salesforce projects, along with the importance of developing a Training Plan and the different types of training that you might choose to include in it.

This chapter gives you the information you need to create a Training Plan for your implementation and the practical considerations for creating and delivering the training. We start by exploring some of the practical considerations when planning and executing your training.

We’re going to cover the following main topics in this chapter:

  • Training in practice
  • Developing your Training Plan
  • Creating training...