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

Training in practice

The mix of training that is planned and executed for each implementation depends on a number of factors, including the complexity of the solution, the organization’s Salesforce maturity, and the time, budget, and skills available. As with a software solution design, there is no single perfect way to deliver training. You are looking to take the best approach based on your solution, the audience you are training, and the time, skills, and resources available.

There are some common principles and best practices to keep in mind throughout the process of planning and delivering your training program:

  • Involve content creators early – The people creating the materials should be involved as early as possible. This allows the materials to be created in parallel with other implementation activities and keeps timelines tight, as training can be completed shortly after system changes have been completed.
  • Creating quality materials takes time ...