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

Campaigns

In this section, we will look at the capabilities of Sales Cloud for recording and managing activities or programs of activities that target multiple people, then explore some of the key considerations and what happens in practice.

Sales Cloud capabilities

These Objects are used to capture data about the activities in Salesforce. The Campaign record is the header record that captures the summary information. The Campaign Member Object relates people, Leads, and Contacts, to the Campaign record.

In this session, we will explore the Campaign and Campaign Member Objects.

Campaign

The Campaign captures the overall details of a mass audience activity, for example, an online or physical event. It includes data such as the activity name, type and status, associated costs, and responses. It also includes an Active checkbox, which is an important Sales Cloud field as it determines whether the Campaign is available for the User to add Members to. The following table...