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

Going live

In this section, we look at what happens during the actual go-live and the considerations. The aim is to carry out all the detailed planning and get agreement from all involved in advance, as we have discussed. This means that the go-live is just about executing a plan.

The following are some additional practical points that you may want to consider to ensure your deployment goes well:

  • Shared artifacts: It is essential that all members of the deployment team have access to the deployment checklist and other artifacts, so they are clear on the actions. Ideally, the deployment checklist will be a shared file that team members can update in real time.
  • Location: It is beneficial if you can get everyone involved in the deployment in the same room. This ensures that communication is as efficient as possible. It also creates a sense of team.
  • Remove distractions: If the deployment is happening during the day, it is essential that all of those involved are 100...