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

Translating lead generation process requirements into design

Now that you have reviewed the capability of the primary Objects in Sales Cloud, that that are used for the lead generation we can start to translate the requirements into design. As said before, you want to make sure you leverage all the standard functionality first before any custom solution. You also want to use the organization’s terminology where possible; however, be cautious about renaming stand Objects and Fields as this has a maintenance cost.

Always start with the simplest option and, when possible, play this back to Users to get feedback and only add complexity if required. For example, if the organization has requested a lot of fields on the Lead record, or they have many free text fields, you might want to show a version that only shows the essential classification fields to make sure they are aware of the user experience impact of extending the admin burden on Users.

Implementing a new system gives...