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

Summary

In this chapter, we have learned about how to identify and evaluate sources of data in order to make a recommendation on what data to load into Sales Cloud. We explored the tools that are available to load data into Salesforce and learned about the key questions and considerations when selecting tools. We learned about the data-loading process, how to create templates, common formatting requirements, what causes errors, how to identify errors, and, if required, how to undo a load. Finally, we looked at what needs to be included in a plan to load legacy data. With this information, you should be able to plan and execute data loads in Sales Cloud.

In the next chapter, we will be learning about getting sign-off for implementation milestones, including what this means and why it is an important part of your implementation delivery.