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

Supporting tools information

In this chapter, we look at User interface design and automating processes, which are two areas it is important to get User feedback as early as possible before investing time in a complete solution, particularly for Pro Code solutions.

You can use a sandbox or dev org to create a visual mock-up or prototype of your solution. If you don’t have one available for this purpose or you are looking to get one very early in the process, you use an UI wireframe tool such as Avonni Creator or Sketch. The latter has libraries for Salesforce components. If neither of these are available, then you can take screenshots of your existing UI and manipulate these in a presentation or drawing tool that allows you to manipulate the images.

If you are working on a Sales Cloud implementation, you should document any significant decisions or automations that you design in a documentation tool such as Confluence, if your organization uses it, or in a word processor...