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

Summary

In this chapter, we started by learning about the Salesforce ALM, which provides a framework for how we develop our Sales Cloud solution. We reviewed the two customization approaches, low code, and pro code, and explored the different delivery methodologies you can follow.

We then went on to learn about the environments Salesforce provides for development and the tools that are available to move the functionality you have built between these environments. With this foundational understanding of the tooling available, we considered how to develop a test plan for our solutions, something we’ll build on in Chapter 8 – Executing Testing. We’ll continue to explore the importance of change management and training in taking your users on the journey with you to ensure overall implementation success. We’ll expand on what we have covered in this chapter in Chapter 9Executing Training.

In the next chapter, we’ll take a detailed look...