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

Common System Integrations

Sales Cloud is a very powerful tool that enables the commercial function of a business. Salesforce offers further tools that are functionally rich tools for other business functions, such as support and marketing. However, these are not the only functions that need tools to enable their processes – for example, finance. Further, organizations already have tools that they want to continue using. Because of this, it is a common request to connect these systems so that data flows from one to the other without manual intervention. This allows information to be visible to Users where and when they need it, and enables an action in one team to trigger processes that are managed by another team. This increases organizational efficiency and can result in a better overall customer experience.

In this chapter, we are going to discuss some of the common integrations with external systems that you may want to implement to enhance your Sales Cloud solution,...