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

The what, why, who, how, and when of sign-off

In this section, we will look at the anatomy of sign-off: in practice, what does it mean, why is it important, who needs to be involved, how does it happen in reality, and when do we include the different types?

If your organization has a framework for signing off projects or system development work, it is important that you understand that framework and follow it, unless you have specific reasons to take an alternative approach. The content here is for those who don’t have an existing framework or want to know more about sign-off on typical Sales Cloud implementations. We will refer to the work as the implementation rather than as a project, which is a much broader term.

Sign-off can be an ambiguous term that people are expected to understand but is rarely explained. That is why we break it down in this chapter.

First, we need to learn what sign-off means.

What is a sign-off?

A sign-off is a business process. The...