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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

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

Why subscribe?

19. Other Books You May Enjoy

Reports and forecasting/reporting metrics

Forecasts are an important part of business planning. They are used to inform when parts and resources are needed so that products can be manufactured and delivered on time. They also predict when revenue will be available to hire employees, run marketing programs, and invest in product and system improvements.

It is important to identify the metrics that an organization wants to measure and track early in requirement gathering so that the system can be designed in a way that allows these to be reported on. The data required to generate these metrics needs to be included in the data model and additional calculation fields might be required to allow the metric to be reported on in the desired way.

Every organization has a combination of metrics that they track and also have a way of preparing their forecast that is unique to them.

Sales Cloud capabilities

We will now explore the capabilities in Sales Cloud, first with Dashboards...

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Authors (1)

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.

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