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

Planning your legacy data load

Now that you have confirmed what you are going to load, selected the tools, and determined any transformation required, it is time to plan your data load. An initial data load is typically part of an implementation, so it is essential to have a plan that can be communicated and scheduled with other implementation activities.

In the following sections, we will learn about the elements you should think about when planning your legacy data load. The first element to consider is how to transition Users from their current system to Sales Cloud while keeping data up to date and accurate. We will look at the options for business transition in the next section.

Business transition

Sales is a live and often fast-moving function. It is essential that salespeople have continuous access to their data. For this reason, it is important to plan how you transfer data from the s-is system to the to-be system. The options available will depend on the volume of...