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

Supporting tools and information

Whilst AppExchange itself is a public website, to install any applications, you will need a Trailblazer account that you have connected your Org to. Your Trailblazer account is used for logging into the following Salesforce sites:

  • AppExchange
  • Commerce Cloud Developer Center
  • Events
  • IdeaExchange
  • Salesforce Help
  • Trailblazer Community
  • Trailhead
  • Salesforce+
  • Salesforce.com
  • Partner Community

You can sign up for a Trailblazer account at https://digital.salesforce.com/signup and use your Salesforce login credentials as the basis of the account. More information about the Trailblazer account, the benefits of the account, and how to sign up can be found in the following Salesforce help article: https://help.salesforce.com/s/articleView?id=sf.get_started_with_trailblazer_id.htm&type=5. If you type in the URL for AppExchange, you will be immediately prompted to log in with a Trailblazer account. However, if...