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 what is meant by sign-off, why it is important for ensuring that stakeholder’s expectations are kept in alignment, who is involved, and how it happens. We have learned that there are different types of sign-off and that a formal version is not required for all implementations. However, it is recommended that they are all included when Sales Cloud is implemented for the first time or when work is delivered by an external supplier. When all the types of sign-off are not included, it is still essential to include the scope and final implementation sign-offs, and if a formal sign-off is not planned for any of the milestones, it is recommended that an informal check-in be carried out with the key stakeholders to confirm their expectations are still aligned, and their sentiment is positive.

In the next chapter, we expand on the testing approach that we introduced in Chapter 2, Preparing for Success. You will learn how to execute testing...