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

Product typeBook
Published inApr 2024
PublisherPackt
ISBN-139781804619643
Edition1st Edition
Concepts
Marketing
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Author (1)
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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Translating sales process requirements into a design

Now that you have reviewed the main Objects in Sales Cloud and the key considerations, and seen examples of how it can work in practice, you are in a good position to translate your requirements into a design.

You want to leverage all the standard functionality first. Try not to get caught up with the names of the Salesforce terminology. Just because you sell products doesn’t mean you need to use the Product and Price Book capabilities. If you sell services, not products, you still might need to use the Product capability.

Start with the data model. Determine what Objects you need. If you aren’t sure, list the fields that you have identified and then determine what Object they belong in.

One of the first decisions to be made is what Account model to use – organization or person-centric? If your organization only sells to businesses, the decision is simple.

Do you have any type of data that doesn&...

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Salesforce Sales Cloud – An Implementation Handbook
Published in: Apr 2024Publisher: PacktISBN-13: 9781804619643
© 2024 Packt Publishing Limited All Rights Reserved

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

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