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

Orders and Order Line Items

In this section, we will look at the capabilities of Sales Cloud for capturing placed orders and managing them through a process. Then, we’ll explore some key considerations and what happens in practice.

These objects are commonly used as an integration point between front- and back-office systems, such as to connect your Sales Cloud instance with an enterprise resource planning (ERP) tool that is hosted elsewhere.

Sales Cloud capabilities

These Objects have the same parent-child structure that we see with Opportunity and Opportunity Products and Quotes and Quote Line Items, with a header parent record and child records that capture the individual products and services.

Order

The Order Object captures the headline details of what a customer has purchased. If Opportunity Products are also used, then Order Line Items can be set up to enable a corresponding set of Order Line Items to be created. In this case, the Order record acts as a...