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

Contracts

In this section, we will look at the capabilities of Sales Cloud for capturing a record of the contracts that have been agreed upon and the people who were involved. Then, we explore some key considerations and what happens in practice.

This functionality is not to be confused with Service Contracts and Contract Line Items, which are part of Service Cloud, or Salesforce Contracts, which is an add-on license for CPQ+.

A full list of Sales Cloud add-on products can be found here: https://www.salesforce.com/content/dam/web/en_us/www/documents/pricing/all-add-ons.pdf

Sales Cloud capabilities

This lightweight object is based on a single object that allows the capture of key information related to a contract. It is not designed to manage a contract generation and signing process with multiple participants. If your requirements involve managing the full process, you will also want to consider third-party tools. We’ll learn about how you can extend your solution...