Modeling Additional Processes with Sales Cloud

You have been, or you are, setting up Sales Cloud to manage your core sales process or lead generation process. This unlocks the benefits of allowing multiple stakeholders to collaborate to better serve your customers. Now that you have this core information centrally available, you might want to continue to bring processes that support or follow on from closing a deal onto the platform.

This chapter gives you the understanding and the practical knowledge to determine whether it is appropriate to implement some of the additional functionality in Sales Cloud that captures and sends Quotes, captures Orders, and captures Contracts between you and your customers. You will also learn how you can use Custom Objects and Fields to build the capability to record and manage processes where there isn’t out-of-the-box functionality or your organization’s processes are bespoke.

In this chapter, we’re going to cover the following...