Translating sales process requirements into a design

Now that you have reviewed the main Objects in Sales Cloud and the key considerations, and seen examples of how it can work in practice, you are in a good position to translate your requirements into a design.

You want to leverage all the standard functionality first. Try not to get caught up with the names of the Salesforce terminology. Just because you sell products doesn’t mean you need to use the Product and Price Book capabilities. If you sell services, not products, you still might need to use the Product capability.

Start with the data model. Determine what Objects you need. If you aren’t sure, list the fields that you have identified and then determine what Object they belong in.

One of the first decisions to be made is what Account model to use – organization or person-centric? If your organization only sells to businesses, the decision is simple.

Do you have any type of data that doesn&...