Book Image

Salesforce Sales Cloud – An Implementation Handbook

By : Townsend
Book Image

Salesforce Sales Cloud – An Implementation Handbook

By: 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 integrations

In this section, we will look at some common types of integration with Sales Cloud and some notes and considerations for each, including how these are typically integrated. In the System integrations overview section, we’ll explore the ways systems can be integrated with Sales Cloud.

Sales solutions

There’s a broad range of sales solutions that can be integrated/added to Sales Cloud to increase its capability. Many of the capabilities covered here can be provided by add-on tools that Salesforce offers; they can either be added for an add-on cost or become available in the Unlimited edition of Sales Cloud. Some third-party providers offer all these capabilities. If you need to connect third-party tools, there will be a piece of work to connect them. If you purchase the tools from Salesforce, you need to configure the tools but there is no integration effort. Some examples of the types of tools that are typically connected are as follows:

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