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

Test strategy versus test plan versus test cases

In this section, we will get to know the artifacts that provide structure and consistency to your testing approach. These documents or artifacts capture the why, what, and how of testing. There are three levels of testing documentation: test strategy, test plans, and test cases. Here, the test strategy provides an overarching view of testing, and test cases provide the detail required for execution. We’ll start by exploring the content and role of the test strategy.

Test strategy

A test strategy is a high-level document that summarizes what and why software testing is carried out in an organization. It provides a framework that is platform and technology-agnostic. Each implementation project should use this framework to define a testing plan for their implementation that is tailored to the platform, technologies, scale, and complexity they have.

Defining a test strategy before your project starts illustrates that quality...