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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

Post-go-live support

It is tempting to think that once the deployment is complete and the system is live, that is the end of the work. However, the post-go-live period is critical. Users are forming their opinions about the system that will have a lasting impact. It is recommended that you plan how the system will be supported directly after go-live rather than working out a course of action once you get there.

Note

The aim is always that that there will be no issues post-go-live but, in reality, issues do occur for a number of reasons. Users use the system in a way that wasn’t tested, data anomalies occur that cause errors, and things get missed in the deployment and data migration.

There are a couple of elements that you will want to have in place. You will need a communicated method of capturing, triaging, and resolving system defects. This includes agreement about the environment defects will be resolved in and the frequency with which they will be deployed. These...

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