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

Defining the Approach

Sales Cloud and the Salesforce Customer 360 platform have a lot of capabilities and can seem quite complex. It can be daunting to work out how to approach the customizations you need to implement, from ideation through to successful deployment to the end users. Some changes to the platform can also be very simple, so it is easy to dive right in and only realize the consequences later.

In this chapter, we’ll start by learning about Salesforce’s application life cycle management (ALM) to give you a framework you can use to think about the stages of your implementation. With this understanding, we’ll explore the topics you need to understand and make decisions about at the start of your implementation before any building work is carried out. We’ll look at the characteristics of two commonly used development methodologies, Agile and Waterfall, and how these are applied in practice. We’ll also learn about the environments Salesforce...