Sign In Start Free Trial
Account

Add to playlist

Create a Playlist

Modal Close icon
You need to login to use this feature.
  • Book Overview & Buying Salesforce Sales Cloud – An Implementation Handbook
  • Table Of Contents Toc
Salesforce Sales Cloud – An Implementation Handbook

Salesforce Sales Cloud – An Implementation Handbook

By : Townsend
5 (8)
close
close
Salesforce Sales Cloud – An Implementation Handbook

Salesforce Sales Cloud – An Implementation Handbook

5 (8)
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)
close
close
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...

CONTINUE READING
83
Tech Concepts
36
Programming languages
73
Tech Tools
Icon Unlimited access to the largest independent learning library in tech of over 8,000 expert-authored tech books and videos.
Icon Innovative learning tools, including AI book assistants, code context explainers, and text-to-speech.
Icon 50+ new titles added per month and exclusive early access to books as they are being written.
Salesforce Sales Cloud – An Implementation Handbook
notes
bookmark Notes and Bookmarks search Search in title playlist Add to playlist font-size Font size

Change the font size

margin-width Margin width

Change margin width

day-mode Day/Sepia/Night Modes

Change background colour

Close icon Search
Country selected

Close icon Your notes and bookmarks

Confirmation

Modal Close icon
claim successful

Buy this book with your credits?

Modal Close icon
Are you sure you want to buy this book with one of your credits?
Close
YES, BUY

Submit Your Feedback

Modal Close icon
Modal Close icon
Modal Close icon