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

Other Objects

In this chapter, we have learned about the Lead and Campaign Objects, but there are other Objects at are used with these, most notably the Activity Objects, Task, and Event. We review these in more detail in the previous chapter, Chapter 3, The Core Sales Process.

With lead generation, activity management is very similar to the sales process, the focus is on recording past or future actions (i.e., calls, emails, meetings, etc.) with the aim of giving potential customers a consistent, timely experience that moves them through a process.

Activities allow managers to track how much work is required to qualify leads. Adding classification fields to Activity Objects allows leaders to assess what types of action make a difference. Without structure and guidelines in this area, there can be a lot of variation in the way the User describes each action by simply using the Subject. You would never want to have to start reviewing the description in reports to understand performance...