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

To get the most out of this book

A good working knowledge of your organization’s sales process and the organization’s goals for the Salesforce Customer 360 platform will help you get the most out of this book.

All the guidance in this book assumes that your Edition of Salesforce is either Enterprise or above (Performance or Unlimited). Essentials and Professional Edition do not have all the capabilities in Sales Cloud. To carry out any prototyping or development, you will need to have access to a Sandbox, Developer org or Trailhead org with System Administrator permissions, Modify All Data, and Customize Application.

Suggestions will be made on what tools you need in the Supporting tools and information section of each chapter however always considering use the tools available in your organization first. This will make it easier to collaborate with colleague, including senior stakeholders.