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

Activities

In this section, we will look at the capabilities of Sales Cloud for capturing and managing sales activities such as calls and meetings. Then, we’ll explore some key considerations and what happens in practice.

Sales Cloud capabilities

In Salesforce, “activities” is a collective term that’s used for Task and Event objects. Unlike other standard Objects, these two Objects have two polymorphic relationship fields – WhoId and WhatId. This allows these records to be related to different types of Objects via the one relationship field – for example, either the Opportunity or Account. This very flexible type of relationship field is not available to create in Setup as a custom field.

To create custom fields for the Task and Event Objects, you need to create them on the Activities Object. By default, Task and Events that are related to Contacts also appear on the Activity Timeline of the Contact’s Account. This automatic...