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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

Getting the most from AppExchange

In this section, we learn about the different ways to identify apps, analyze your requirements to understand what is important, and select and then install apps from AppExchange. We start by searching the site itself.

Searching the AppExchange

When you begin navigating the AppExchange, you will be presented a list of solution cards as shown in the following image.

Figure 14.1 – AppExchange

Figure 14.1 – AppExchange

In the top right, which is highlighted, you can see that the default ordering for applications is by popularity, that is, the number of installs. You can choose to change this to any of the following:

  • Popularity
  • Rating
  • Release Date
  • Name
  • Provider

Doing so will update the list of items you will be presented and how they are organized. On the left of the screen is a set of filters you can apply that will further filter and narrow the results for you. The available filters are grouped to allow...

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