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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

Going live

In this section, we look at what happens during the actual go-live and the considerations. The aim is to carry out all the detailed planning and get agreement from all involved in advance, as we have discussed. This means that the go-live is just about executing a plan.

The following are some additional practical points that you may want to consider to ensure your deployment goes well:

  • Shared artifacts: It is essential that all members of the deployment team have access to the deployment checklist and other artifacts, so they are clear on the actions. Ideally, the deployment checklist will be a shared file that team members can update in real time.
  • Location: It is beneficial if you can get everyone involved in the deployment in the same room. This ensures that communication is as efficient as possible. It also creates a sense of team.
  • Remove distractions: If the deployment is happening during the day, it is essential that all of those involved are 100...
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