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

Translating Territory requirements into a design

Before you can build your Territory Model, you need to define your types and hierarchy. Your hierarchy will typically have a geographical component and your types will likely represent the other dimension in your forecasting matrix, such as the industry vertical or customer size. You should aim to draw out your hierarchy before you start to build.

You also need to decide how you structure your assignment rules. You are likely to have geographically based criteria, perhaps by country, or for countries as large as the US, it might be by state or zip code. For this, you need to make sure that the data you are using is standardized and complete. If you have not done so already you should consider implementing the State and Country/Territory Picklists functionality. This will ensure you have a consistent set of data to use in the criteria. In addition to the geographical criteria, you will also have criteria that specify the other dimensions...