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

Product typeBook
Published inApr 2024
PublisherPackt
ISBN-139781804619643
Edition1st Edition
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Kerry Townsend
Kerry Townsend
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Kerry Townsend

Kerry Townsend is a Salesforce specialist, working with the platform since 2005 –first as a user, then as a solo Admin. She moved over to consulting in 2010, initially at boutiques, as a global systems integrator, and more recently, returning to working for herself. She has refined her skills while delivering a broad range of Salesforce solutions using multiple clouds, predominantly Sales and Marketing Cloud, for small to enterprise-size businesses. She has 16 Salesforce certifications and has been recognized as a Salesforce MVP since 2018. She is passionate about enabling others and is a Salesforce community conference and Trailblazer community's group leader. She is also a regular speaker at Salesforce conferences across the globe, including Dreamforce.
Read more about Kerry Townsend

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Summary

In this chapter, we started by learning about the Salesforce ALM, which provides a framework for how we develop our Sales Cloud solution. We reviewed the two customization approaches, low code, and pro code, and explored the different delivery methodologies you can follow.

We then went on to learn about the environments Salesforce provides for development and the tools that are available to move the functionality you have built between these environments. With this foundational understanding of the tooling available, we considered how to develop a test plan for our solutions, something we’ll build on in Chapter 8 – Executing Testing. We’ll continue to explore the importance of change management and training in taking your users on the journey with you to ensure overall implementation success. We’ll expand on what we have covered in this chapter in Chapter 9Executing Training.

In the next chapter, we’ll take a detailed look...

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Salesforce Sales Cloud – An Implementation Handbook
Published in: Apr 2024Publisher: PacktISBN-13: 9781804619643

Author (1)

author image
Kerry Townsend

Kerry Townsend is a Salesforce specialist, working with the platform since 2005 –first as a user, then as a solo Admin. She moved over to consulting in 2010, initially at boutiques, as a global systems integrator, and more recently, returning to working for herself. She has refined her skills while delivering a broad range of Salesforce solutions using multiple clouds, predominantly Sales and Marketing Cloud, for small to enterprise-size businesses. She has 16 Salesforce certifications and has been recognized as a Salesforce MVP since 2018. She is passionate about enabling others and is a Salesforce community conference and Trailblazer community's group leader. She is also a regular speaker at Salesforce conferences across the globe, including Dreamforce.
Read more about Kerry Townsend