Preface

The Salesforce Sales Cloud – An Implementation Handbook is a practical guide on how to design and deliver Sales Cloud solutions. Concepts and functionality related to Sales Cloud are presented and explained in the context of the software delivery lifecycle to illustrate when and how solution decisions are made. Tips, pitfalls, and examples are given to provide enough information to make decisions for their use case without being overwhelming. The book is beneficial for those who are new to Sales Cloud and software delivery and also for those want to gain an insight into the different aspects of Sales Cloud.

Your journey in this book will start with how to set yourself and your Sales Cloud implementation up for success by having clear alignment with company goals, being clear on the scope of the required solution, and having detailed, documented, and confirmed processes and requirements. These foundational elements can often be rushed and overlooked because of a desire to get hands-on straight away and start building your Sales Cloud implementation, but this can be the root of many implementation delays or failures.

The book guides you through how to engage with stakeholders, how to gather requirements for the system, describes the out-of-the-box functionality, and goes on to describe how you approach and deliver the build, test, and release phases of your Sales Cloud implementation.

Furthermore, this book covers how to extend your solution beyond the out-of-the-box Sales Cloud functionality. By the end of this book, readers will have the confidence to start their first Sales Cloud implementation. They will understand all the components that are required to deliver a successful solution. They will be able to make choices that are appropriate for their use case.