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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
Concepts
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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

Sales Cloud data model and security

In this section, we will explore the functionality of the Sales Cloud data model and security. Sales Cloud is built on the Salesforce Customer 360 platform, which means it benefits from the secure and scalable infrastructure, as well as other capabilities.

It is assumed that you understand the core concepts of the Salesforce Customer 360 platform data model, where data is stored in Objects with individual records. Generally speaking, access to Objects is controlled by profiles and permissions, and the visibility of records is determined by the sharing model.

We will take a look at the Objects that are available in Sales Cloud and explore what they are best used for and how they relate to each other. We will then take a look at the tools available to secure them and the data they hold.

Before we get into those in detail, we will review the breadth of Sales Cloud’s capabilities.

Sales Cloud’s capabilities

Sales Cloud has...

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