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

Systems integrations overview

Most organizations today utilize several different systems for managing their data and processes. Historically, in the world of on-premise software, integrations were primarily managed through the use of either a shared filesystem with files at a specific location in a pre-agreed format or via a highly structured integration platform operating across the internal network. In many instances, organizations would typically buy all their systems from a single vendor to make data integration easier, or manual copying was undertaken in some instances.

As more systems moved to be based on the cloud as SaaS solutions, there has become an increasing need for these systems to interoperate and communicate with each other in a way that is both performant and more standardized. This book will not go into detail about the various technologies underpinning integrations, such as REST, SOAP, and others, but you need to be aware that most SaaS applications you will look...