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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

Systems integrations overview

Most organizations today utilize several different systems for managing their data and processes. Historically, in the world of on-premise software, integrations were primarily managed through the use of either a shared filesystem with files at a specific location in a pre-agreed format or via a highly structured integration platform operating across the internal network. In many instances, organizations would typically buy all their systems from a single vendor to make data integration easier, or manual copying was undertaken in some instances.

As more systems moved to be based on the cloud as SaaS solutions, there has become an increasing need for these systems to interoperate and communicate with each other in a way that is both performant and more standardized. This book will not go into detail about the various technologies underpinning integrations, such as REST, SOAP, and others, but you need to be aware that most SaaS applications you will look...

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