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

Bringing Data into Sales Cloud

You’ve designed a system that meets the requirements and completed the build. However, to bring the system to life, it needs data. It is commonly accepted that any CRM or database-powered system is only as good as the data in it. What data, how much of it, and how to go about it are the next big decisions.

This chapter gives you the understanding and tools you need to identify, plan, and execute loading data into Sales Cloud Objects. We’ll start by learning how to decide what data to load, which is informed by the requirements and limited by the sources available. We’ll explore the tools that are available and consider their key attributes in order to make a selection. We’ll then go on to learn about the data-loading process and what should be included in a plan to load legacy data into Sales Cloud Objects.

We’re going to cover the following main topics in this chapter:

  • Identifying data to load
  • Selecting...