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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

Common integrations

In this section, we will look at some common types of integration with Sales Cloud and some notes and considerations for each, including how these are typically integrated. In the System integrations overview section, we’ll explore the ways systems can be integrated with Sales Cloud.

Sales solutions

There’s a broad range of sales solutions that can be integrated/added to Sales Cloud to increase its capability. Many of the capabilities covered here can be provided by add-on tools that Salesforce offers; they can either be added for an add-on cost or become available in the Unlimited edition of Sales Cloud. Some third-party providers offer all these capabilities. If you need to connect third-party tools, there will be a piece of work to connect them. If you purchase the tools from Salesforce, you need to configure the tools but there is no integration effort. Some examples of the types of tools that are typically connected are as follows:

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