To get the most out of this book

A good working knowledge of your organization’s sales process and the organization’s goals for the Salesforce Customer 360 platform will help you get the most out of this book.

All the guidance in this book assumes that your Edition of Salesforce is either Enterprise or above (Performance or Unlimited). Essentials and Professional Edition do not have all the capabilities in Sales Cloud. To carry out any prototyping or development, you will need to have access to a Sandbox, Developer org or Trailhead org with System Administrator permissions, Modify All Data, and Customize Application.

Suggestions will be made on what tools you need in the Supporting tools and information section of each chapter however always considering use the tools available in your organization first. This will make it easier to collaborate with colleague, including senior stakeholders.