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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

Translating lead generation process requirements into design

Now that you have reviewed the capability of the primary Objects in Sales Cloud, that that are used for the lead generation we can start to translate the requirements into design. As said before, you want to make sure you leverage all the standard functionality first before any custom solution. You also want to use the organization’s terminology where possible; however, be cautious about renaming stand Objects and Fields as this has a maintenance cost.

Always start with the simplest option and, when possible, play this back to Users to get feedback and only add complexity if required. For example, if the organization has requested a lot of fields on the Lead record, or they have many free text fields, you might want to show a version that only shows the essential classification fields to make sure they are aware of the user experience impact of extending the admin burden on Users.

Implementing a new system gives...

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