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 types of applications to enhance your implementation

In this section, we will list out and describe at a high level some of the more common application types that you may want to consider to enhance your Sales Cloud implementation. This list is not meant to be exhaustive, but it will help you think about additional ways you can deliver requirements for your sales team’s Sales Cloud solution. Let’s review the decisions and discussion points you should be aware of when evaluating solutions.

Salesforce Labs solutions

As mentioned earlier in the chapter, there are a number of solutions that are created by Salesforce Labs. These are free, so it is a good place to start, however, it is also worth remembering that these don’t benefit from the level of support you get with paid apps.

The following are some of the apps that were available at the time of writing. A link to a summary video on YouTube has been included with each.

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