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

Extending with the AppExchange

You have been able to meet the majority of your requirements with the Sales Cloud out-of-the-box functionality and your solution is looking in good shape but there is a group of requirements that just don’t have a good fit for the standard functionality. You need to decide whether to buy or build and you want to know what your options are.

In this chapter, we will look at Salesforce AppExchange, your go-to place to understand what pre-built solutions are available. This is Salesforce’s marketplace for applications, components, flows, and more, which independent software vendors (ISVs) and partners have published to allow you to enhance your Salesforce solution.

We will cover the following topics:

  • What is AppExchange?
  • Getting the most from AppExchange
  • Common types of applications to enhance your implementation