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Salesforce Sales Cloud – An Implementation Handbook

You're reading from   Salesforce Sales Cloud – An Implementation Handbook A practical guide from design to deployment for driving success in sales

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Product type Paperback
Published in Apr 2024
Publisher Packt
ISBN-13 9781804619643
Length 368 pages
Edition 1st Edition
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Author (1):
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Kerry Townsend Kerry Townsend
Author Profile Icon Kerry Townsend
Kerry Townsend
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Table of Contents (20) Chapters Close

Preface 1. Part 1:Building the Fundamentals
2. Chapter 1: Preparing for Success FREE CHAPTER 3. Chapter 2: Defining the Approach 4. Chapter 3: Design and Build: The Core Sales Process 5. Chapter 4: Design and Build: The Lead Generation Process 6. Chapter 5: Design and Build: Sales User Productivity 7. Part 2: Preparing to Release
8. Chapter 6: Bringing Data into Sales Cloud 9. Chapter 7: Getting Sign-Off 10. Chapter 8: Executing Testing 11. Chapter 9: Executing Training 12. Chapter 10: Deployment Planning 13. Part 3: Beyond the Fundamentals
14. Chapter 11: Territory Management 15. Chapter 12: Modeling Additional Processes with Sales Cloud 16. Chapter 13: Common System Integrations 17. Chapter 14: Extending with the AppExchange 18. Index 19. Other Books You May Enjoy

Deciding how and when to deploy

How and when to roll out your new implementation, or update your implementation, depends on the scale of the change. The obvious answer is as soon as testing and pre-go-live training is complete. This may be the case if your new implementation or updates impact a single set of stakeholders, for example, a single sales division. If your implementation impacts a large number of users or involves multiple teams or locations, you might want to consider rolling out access in phases. The benefit of enabling the functionality or access for a small number of users first is that any issues can be identified and resolved with a limited impact on users. Once in a live environment, any issues that were either not identified in testing or are the result of the deployment can have an impact on live data, which will need to be corrected. This is easier to do if it impacts a limited dataset.

If you are considering a phased approach, the first point to determine is...

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