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

Ongoing data-loading activities

Loading data is an essential part of getting your Salesforce Sales Cloud implementation up and running, but you may also find that you have an ongoing need to load data. Examples of this include loading Leads and Contacts captured from marketing activities, or adding or updating Account data from other internal or external sources.

If you are asked to load data on a regular basis, there are a few key questions you will want to ask to decide on the best approach. The first is as follows:

  • The first and most important is, do we have permission to store this data?
  • Then, we have the following practical questions:
  • What is the volume of data?
  • How regularly does this happen?
  • Could this create duplicates?

This will allow you to ultimately answer the following two questions:

  • What tools can we use?
  • Who should do this?

Within Sales Cloud, you can give the Users permission to access the Data Import Wizard so they...