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

Salesforce environment strategy and DevOps tools

In this section, we will look at the development environments and tools that Salesforce provides to support the ALM of both low-code and pro-code development. Salesforce provides two types of environments: Sandboxes and Scratch Orgs. They provide these so there is no reason to carry out customization and development in your Production Org, which is considered a bad practice.

We will start by exploring the Salesforce Sandbox development environments.

Salesforce development environments – Sandboxes

In this section, we will explore the Sandbox development environments that are available for your Sales Cloud development. We’ll review Scratch Orgs in the Salesforce DX (SFDX) section. It is bad practice to make certain types of changes directly in your production Sales Cloud environment. Although many Sales Cloud changes seem quick and easy, they can harm Users and integrations if they are not appropriately planned and...