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

Summary

We began this chapter by discussing what AppExchange is and the types of solutions you could find on AppExchange. We then looked at how you can search and navigate AppExchange, adding filters and narrowing down the results to the right solution for you.

Following this, we discussed why AppExchange is so powerful for customers and consultants and how the Salesforce Security Review process ensures that you are getting a well-structured solution that can help you grow and scale.

We then looked at the process and steps involved in installing a solution from AppExchange and when an external party may become involved. We then finished the chapter with an overview of some of the most common types of applications you may want to install in your Org to enhance your Sales Cloud implementation.