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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

Product type Paperback

Published in Apr 2024

Publisher Packt

ISBN-13 9781804619643

Length 368 pages

Edition 1st Edition

Tools

Salesforce

Concepts

Marketing

Author (1):

Kerry Townsend

View More author details

Table of Contents (20) Chapters

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

Why subscribe?

19. Other Books You May Enjoy

Further reading

Salesforce Record Size

Salesforce Record Size Overview: https://help.salesforce.com/s/articleView?id=000383664&type=1

Data Import Wizard

Field Mapping for Importing Leads:
https://help.salesforce.com/s/articleView?id=sf.field_mapping_for_importing_leads.htm&type=5
Field Mapping for Other Data Sources and Organization Import:
https://help.salesforce.com/s/articleView?id=sf.field_mapping_for_other_data_sources_and_organization_import.htm&type=5

Importing Data

How to Import Data into Salesforce Series:
https://salesforce.vidyard.com/watch/ARIjWm2qrDkJVJxEhReFug

Bulk API

Trailhead: Large Data Volumes > Load Your Data: https://trailhead.salesforce.com/content/learn/modules/large-data-volumes/load-your-data
Trailhead: Platform API Basic > Use Bulk API 2.0:
https://trailhead.salesforce.com/content/learn/modules/api_basics/api_basics_bulk
Introduction to Bulk API 2.0 and Bulk API:
https://developer...

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Authors (1)

Townsend

Townsend

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.

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