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

Index

As this ebook edition doesn't have fixed pagination, the page numbers below are hyperlinked for reference only, based on the printed edition of this book.

A

acceptance criteria 66

Account 78

considerations 81, 82

in practice 82

account-based selling 56

account executives 59

Account Team 93

activities 90, 91

considerations 92

in practice 92

Activity Objects 131

adoption 9, 10

approaches 12, 13

barriers 11

importance 9

importance, for Sales Cloud success 10

Agile Accelerator 98

Agile Manifesto 22

URL 22

Agile methodology 21, 22

APEX 158, 160

AppExchange 304, 315, 316

applications 316

apps, discovering from Demo Jam 320

Bolt Solutions 317

capabilities 321, 322

components 318

consultants 318

Flow Solutions 317

Lightning Data solutions 318

searching 318-320

URL 316

AppExchange solution

installing 322-326

application life cycle management (ALM...