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 learned about the out-of-the-box functionality available to generate and manage Quotes, capture Contracts, and track Orders in Sales Cloud. With Quotes, we learned about the unique relationship they have with Opportunities and their ability to generate and send pdf Quotes to customers. For Contracts, we learned about how you can capture the roles that people have in process but that it doesn’t provide the functionality to manage the full creation process. With Orders, we learned that this Object, along with Order Line Items, is typically an integration point with other systems. Where Orders are managed in Sales Cloud, there are Org-wide settings that allow you to control the type of Orders that Users can create – for example, reduction Orders.

We also learned about Custom Objects that allow you to capture data to support processes that are not included in Sales Cloud as standard or that are unique to your business.

In the next chapter...