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

Types of sign-off

In this section, we explore what each of the following types of sign-off represents, the typical deliverables included, who is usually involved, and when this type of sign-off is included. Figure 7.2 shows the phases of an implementation and where sign-off milestones occur:

Figure 7.2 – Implementation phases with sign-off milestones

Figure 7.2 – Implementation phases with sign-off milestones

From the diagram, you can see that sign-off usually happens when one phase ends and before the next starts; however, testing activities can occur before the build phase is signed off.

We will start by exploring Discovery sign-off.

Discovery sign-off

A discovery is a piece of work that investigates and documents the as-is situation in a business, typically including an assessment of its systems. It allows for the gap between where they are and where they want to be to be more accurately understood. This is commonly carried out when an external supplier is building the solution, as they do not...