Summary
In this chapter, we started by exploring common sales frameworks and what they can tell us about the type of Sales Cloud setup we might need. We went on to look at techniques for gathering more information about the specifics of the sales process used in our organization. Next, we reviewed the Sales Cloud’s capability and then looked at data Objects in detail. We ended by discussing how to approach translating the requirements that have been gathered into a solution design.
In the next chapter, we will explore the Objects and key functionalities available to model the lead or demand generation process.