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

Loading data

In this section, we will go through the steps required to load some data, starting with an overview of the process.

The loading process

The overall steps for loading data are common regardless of the tool that you use. They are as follows:

  1. Define the data template.
  2. Format data on the template.
  3. Execute the data load:
    • Select the operation
    • Select the file/source
    • Confirm mapping and settings
    • Load data
    • Review errors
  4. Validate all data has loaded correctly.

In the following sections, we will look at each of these steps in more detail.

Creating a template

Often, the easiest way to create a template for loading data is to create a record in the target system with realistic data in all the fields that you want to load. Then, using the selected tool, you can export the record. This will give you all the headings and show you an example of the format of the data. You will have one template per object.

This is a good option for tools such as Salesforce...