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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

Creating a deployment plan

It is very important that your deployment goes smoothly because delays and issues in this final step can overshadow all the great work that has been done up to this point. This is particularly important if the time you have to deploy is limited, that is, out of office working hours. The best way to achieve this is to have a detailed plan that everyone involved agrees with. This means that the deployment window is simply about executing tasks, not about working out what the tasks are. You will also want to agree what happens if something doesn’t go according to plan. This includes who gets notified, what additional expertise might be brought in, and what happens if the problem can’t be resolved during the deployment window.

As with all the plans we’ve created during the implementation, the deployment plan includes what you’re trying to achieve, how you’re going to approach it, who’s going to be involved, the schedule...

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