Salesforce Sales Cloud – An Implementation Handbook: A practical guide from design to deployment for driving success in sales

Packed with industry-led practices, this book serves as an essential companion for Salesforce consultants who aspire to excel in delivering scalable Sales Cloud solutions that are tailor-made as per business needs.

Key Features

• Understand Sales Cloud capabilities and align them with your business processes
• Learn to design a suite of dashboards and reports to drive desired sales behavior
• Explore how to apply Sales Cloud functionality to solve real-world sales challenges

Book Description

This book provides comprehensive information to guide readers in defining and delivering a Sales Cloud solution. Each topic is presented within the context of delivering a Sales Cloud solution, offering relevant examples and detailed explanations to assist readers in making informed decisions for their specific use cases. Throughout the book, readers will learn the process of gathering information, making choices, and implementing actions to successfully navigate the process of delivering Sales Cloud.

This practical and hands-on guide helps readers understand their sales process and develop system requirements. It enables them to map these requirements to Sales Cloud capabilities, establishing a solid foundation. The book illustrates concepts through diverse business scenarios, exploring the necessary decisions and activities for delivering high-quality Sales Cloud solutions that meet user needs. Moreover, it demonstrates how to enhance solution capabilities by integrating complementary tools for common sales use cases.

By the end of the book, readers will feel confident in their ability to apply Sales Cloud to overcome sales challenges, design and build effective solutions, and make informed choices tailored to their specific use case.

What you will learn

• Understand the common sales challenges and learn how Sales Cloud can solve them
• Discover the types of post go-live support and release plans that benefit sales teams
• Explore common sales use cases for Data enrichment, ERP integration, marketing cloud etc
• Learn how to create a custom object to model a sales requirement
• Discover which environments to use for development and gain the ability to determine an appropriate testing approach for the functionality being developed
• Learn to create an appropriate training plan for sales stakeholders
• Understand the common Sales Cloud security considerations

Who This Book Is For

This book caters to administrators, consultants, and business analysts seeking to understand and leverage the capabilities of Salesforce Sales Cloud. Whether you're new to Sales Cloud or enhancing existing capabilities, this guide empowers you to succeed. Business stakeholders responsible for or involved in Sales Cloud implementations will also benefit from its insights.

Table of Contents

1. Preparing For Success
2. Defining the approach
3. Design & Build: The Core Sales Process
4. Design & Build: Demand Generation Process
5. Design & Build: Sales Productivity
6. Loading Data
7. Getting Sign Off
8. Executing Testing
9. Executing Training
10. Creating a Release Plan
11. Territory Management
12. Modeling Addition Processes with Sales Cloud
13. Common System Integrations
14. Extending with the AppExchange
15. Marketing Automation

Kerry Townsend is a Salesforce specialist, working with the platform since 2005 –first as a user, then as a solo Admin. She moved over to consulting in 2010, initially at boutiques, as a global systems integrator, and more recently, returning to working for herself. She has refined her skills while delivering a broad range of Salesforce solutions using multiple clouds, predominantly Sales and Marketing Cloud, for small to enterprise-size businesses. She has 16 Salesforce certifications and has been recognized as a Salesforce MVP since 2018. She is passionate about enabling others and is a Salesforce community conference and Trailblazer community’s group leader. She is also a regular speaker at Salesforce conferences across the globe, including Dreamforce.