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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

Delivering training

There are a number of things to consider when delivering training. The considerations differ depending on the method of delivery. We will consider these in turn, starting with instructor-led training.

Instructor-led

When delivering instructor-led training, you need to consider the following:

  • Breaks: It is important to have regular breaks. It will help keep attendees focused if they know in advance when the breaks are as they will know when they can make calls and check emails.
  • Ground rules: Sharing ground rules for the training at the start lets everyone know what is expected of them. This might include attendees shutting down email or silencing devices.
  • No or silent devices: This will be influenced by your organizational culture, but you may consider asking attendees to hand over their phones at the beginning of the session. At a minimum, you will want to ask people to put their phones on silent.
  • Parking lot: Explain the concept of a parking...
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