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

Leads

In this section, we will look at the capabilities of Sales Cloud for capturing and managing expressions of interest in a product or service, then explore some of the key considerations and what happens in practice.

Sales Cloud capabilities

So far, we have seen how the Lead Object relates to other important Customer 360 Platform Objects and some of the common key security considerations. In the following sections, we will go into more detail about the Lead Object itself and the supporting functionality.

Lead Object

The Lead Object captures information about people who express an interest in an organization’s products and services. The Lead Object only has a lookup relationship and that is to the Individual Object which is the person Object of the Salesforce Consent Model that we reviewed in a previous section. The Lead Object is used to capture several types of data, which is separated into other Objects if there is the potential for a sale and the Lead is converted...