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

Summary

In this chapter, we have learned about the importance of planning your go-live in order to support users, including how to approach the activities associated with deploying the functionality and plan how to support users during the time immediately after go-live. All of these benefit from careful planning to ensure minimal disruption to the users of the live system. For post-go-live support, we learned that this is a smaller-scale version of the testing function that was carried out before. Additionally, a lot of the processes and planning that can be applied on a smaller scale.

In the next chapter, we will move beyond the foundation and explore Sales Territories. This functionality enables sales functions that have more complex territory assignment requirements to create a model based on their needs and assignment rules.