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

What is Sales Cloud Enterprise Territory Management?

Enterprise Territory Management (ETM) in Salesforce Sales Cloud, also referred to as Territory Management, is the capability designed to allocate Accounts to sales territories and individuals based on various criteria. The functionality allows you to specify types of territories, define your territories and their hierarchy in a model, and then automatically assign Accounts to territories based on rules. It provides the flexibility to assign Accounts to multiple territories and increases the flexibility in reporting with additional ways to filter data in both reports and Collaborative Forecasting.

As already mentioned in the What are sales territories? section, this capability is not explicitly designed to enable territory mapping. Salesforce does have a product to map territories, called Salesforce Maps or Territory Planning. We will not be looking at these in this book as it is not available in the Salesforce Enterprise edition...