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

Developing your Training Plan

In Chapter 2, Preparing for Success, we learned about the role of a Training Plan and what it would typically include. In this session, we are going to explore how to create a plan for your specific user case. Your organization may have a process or template they use for planning training. If so, you should consider adopting those. If not, you can use the planning approach covered here.

As we learned in Chapter 2, although the format of Training Plans may vary, they contain a core set of information that describes what they aim to achieve and how they are going to achieve it. The initial steps to create a plan are as follows:

  1. Define and agree on the objectives.
  2. Gather information to confirm training needs.
  3. Design the training program.
  4. Identify resources.
  5. Create the materials.
  6. Communicate the plan.
  7. Prepare to deliver.
  8. Monitor progress.

To develop your plan, you will need to gather information. The following...