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

Supporting tools and information

For this chapter, you will require a tool to capture system requirements. A spreadsheet application such as Microsoft Excel or Google Sheets is a good way to quickly capture, share, collaborate, and refine requirements.

For your Sales Cloud implementation, you should consider using the tools your organization standardizes as they will be widely understood and accepted. Requirements can be managed in spreadsheets for simple and very small team projects, but specific requirement management or project management tools offer tailored functionality and will help improve collaboration and organization on larger projects with more people involved. These tools often offer traceability through the life cycle, so you can map the requirement to the configuration changes. Some examples are JIRA by Atlassian or the Agile Accelerator, an application built on Salesforce that can be installed from AppExchange.

For this chapter, you will require a tool to document...