Book Image

Salesforce Sales Cloud – An Implementation Handbook

By : Townsend
Book Image

Salesforce Sales Cloud – An Implementation Handbook

By: 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

Account Team, Opportunity Team, and Opportunity Splits

In this section, we will look at the capabilities of Sales Cloud for recording and giving access to those who are working on deals. Then we’ll explore some key considerations and what happens in practice.

Sales Cloud capabilities

Account Team allows Users to collaborate on Accounts. It captures the role they have with the specific Account and the access they should have. It also shows a list of all the users on the Account so that people know who is involved. It is possible to set up a default Account Team, which removes manual work when setting up the Accounts.

Opportunity Team allows Users to collaborate on Opportunities. It captures the role they have with the specific Opportunity and the access they should have. It also shows a list of all the Users on the Opportunity so that people know who is involved.

Finally, Opportunity Splits allow revenue to be shared on Closed Opportunities. These values can be rolled...