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Salesforce Sales Cloud – An Implementation Handbook

You're reading from  Salesforce Sales Cloud – An Implementation Handbook

Product type Book
Published in Apr 2024
Publisher Packt
ISBN-13 9781804619643
Pages 368 pages
Edition 1st Edition
Languages
Concepts
Author (1):
Kerry Townsend Kerry Townsend
Profile icon Kerry Townsend

Table of Contents (20) Chapters

Preface 1. Part 1:Building the Fundamentals
2. Chapter 1: Preparing for Success 3. Chapter 2: Defining the Approach 4. Chapter 3: The Core Sales Process 5. Chapter 4: 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. Part 3: Beyond the Fundamentals
13. Chapter 10: Deployment Planning 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

Deciding how and when to deploy

How and when to roll out your new implementation, or update your implementation, depends on the scale of the change. The obvious answer is as soon as testing and pre-go-live training is complete. This may be the case if your new implementation or updates impact a single set of stakeholders, for example, a single sales division. If your implementation impacts a large number of users or involves multiple teams or locations, you might want to consider rolling out access in phases. The benefit of enabling the functionality or access for a small number of users first is that any issues can be identified and resolved with a limited impact on users. Once in a live environment, any issues that were either not identified in testing or are the result of the deployment can have an impact on live data, which will need to be corrected. This is easier to do if it impacts a limited dataset.

If you are considering a phased approach, the first point to determine is...

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