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

The importance of user experience (UX) design

User experience, often shortened to UX, is about considering a person’s holistic experience and designing a solution that meets their human needs.

In this section, we explore what is meant by UX design and why it is important to think about it when you configure Sales Cloud for your Users.

What is UX design?

UX design looks at a person’s whole experience. There are many factors that impact this, including but not limited to their previous experiences, the environment they are in, their attitude to technology, and their goal. It addresses all aspects of a person’s interactions with a system. The aim is to meet the exact needs of the User in a frictionless way, resulting in an efficient and pleasant experience.

This requires you to put yourself in your Users’ shoes to not only understand their needs but also understand the pressures and challenges they face. For example, some of your Sales Users might...