You're reading from Salesforce Sales Cloud – An Implementation Handbook A practical guide from design to deployment for driving success in sales

Product type Paperback

Published in Apr 2024

Publisher Packt

ISBN-13 9781804619643

Length 368 pages

Edition 1st Edition

Tools

Salesforce

Concepts

Marketing

Author (1):

Kerry Townsend

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Table of Contents (20) Chapters

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

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19. Other Books You May Enjoy

Selecting your data-loading tool

There are a range of tools available that you can use to load data into Salesforce. Salesforce provides two tools: Salesforce Data Import Wizard and Salesforce Data Loader. There are also several third-party tools ranging from free basic data-loading tools to enterprise ETL tools and integration platforms. These have different strengths, which we will explore.

It is worth noting that the tools that you choose determine the loading template you use, which defines the format and structure you need your data in. This defines the amount of transformation required on your source data. For example, the Salesforce Data Import Wizard loads Account and Contact records from one template. With all other tools this data will need to be added to two separate templates.

Some third-party tools allow you to use a database or SFTP site as the source.

Salesforce-supported tools

In the following sections, we explore the capabilities and characteristics of...

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You're reading from Salesforce Sales Cloud – An Implementation Handbook A practical guide from design to deployment for driving success in sales

Table of Contents (20) Chapters

Selecting your data-loading tool

Salesforce-supported tools

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Authors (1)