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

Selecting your data-loading tool

There are a range of tools available that you can use to load data into Salesforce. Salesforce provides two tools: Salesforce Data Import Wizard and Salesforce Data Loader. There are also several third-party tools ranging from free basic data-loading tools to enterprise ETL tools and integration platforms. These have different strengths, which we will explore.

It is worth noting that the tools that you choose determine the loading template you use, which defines the format and structure you need your data in. This defines the amount of transformation required on your source data. For example, the Salesforce Data Import Wizard loads Account and Contact records from one template. With all other tools this data will need to be added to two separate templates.

Some third-party tools allow you to use a database or SFTP site as the source.

Salesforce-supported tools

In the following sections, we explore the capabilities and characteristics of...