Business & Other
Reader small image

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

Product typeBook
Published inApr 2024
PublisherPackt
ISBN-139781804619643
Edition1st Edition
Concepts
Marketing
Right arrow
Author (1)
Kerry Townsend
Kerry Townsend
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

Right arrow

Planning your legacy data load

Now that you have confirmed what you are going to load, selected the tools, and determined any transformation required, it is time to plan your data load. An initial data load is typically part of an implementation, so it is essential to have a plan that can be communicated and scheduled with other implementation activities.

In the following sections, we will learn about the elements you should think about when planning your legacy data load. The first element to consider is how to transition Users from their current system to Sales Cloud while keeping data up to date and accurate. We will look at the options for business transition in the next section.

Business transition

Sales is a live and often fast-moving function. It is essential that salespeople have continuous access to their data. For this reason, it is important to plan how you transfer data from the s-is system to the to-be system. The options available will depend on the volume of...

lock icon
The rest of the page is locked
Previous Page
Chapter 9 of 20, Page 6
Next Page
You have been reading a chapter from
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

Personalised recommendations for you

Based on your interests and search pattern

Engineering Manager's Handbook

Engineering Manager's Handbook

Engineering Manager's Handbook is a comprehensive guide for managers to excel in their role, foster customer-centric digital products, learn leadership, team building, and balancing technical work with management. You’ll also explore how to develop trust, authority, and collaboration to drive success and make a lasting impact.

BookSep 2023278 pages
C++ Game Animation Programming

C++ Game Animation Programming

Video game characters have a fascinating history, evolving from simple 2D sprites to high-polygon 3D models. Take a look behind the curtain and learn how to build a 3D renderer, load character models, play animations and blend between them, and create large crowds of animated people with this comprehensive C++ game animation programming guide.

BookDec 2023480 pages
Gamification for Product Excellence

Gamification for Product Excellence

This book helps you to take your product management strategy to the next level by standing out in crowded markets. Along with boosting user adoption rates by creating engaging products that incorporate playful elements, learn gamification theory and how to integrate it into your design, product development, and product management processes.

BookSep 2023350 pages
Supercharging Productivity with Trello

Supercharging Productivity with Trello

Supercharging Productivity with Trello is the ultimate guide for anyone looking to boost their productivity with digital tools. Whether you're new to Trello or a seasoned professional, this book covers everything from core features to advanced automation, and Power-Ups.

BookAug 2023342 pages
Automate It with Zapier and Generative AI

Automate It with Zapier and Generative AI

This comprehensive guide takes you through the concepts of business process automation, showing you how Zapier can facilitate it without having to write code and helping you to boost productivity. You’ll learn how to save time, reduce costs, and make your business recession-proof by using Zapier to automate tasks in your cloud-based business apps.

BookAug 2023706 pages
Scoring to Picture in Logic Pro

Scoring to Picture in Logic Pro

In this book, you’ll explore a variety of techniques to synchronize music to picture using Logic Pro. Though this is not a technical manual, it will teach you how to make the best use of Logic Pro and how to wield this technology to maximize your potential when scoring to picture.

BookSep 2023412 pages
Mastering Information Security Compliance Management

Mastering Information Security Compliance Management

This concise book equips you with the knowledge and practices needed to establish and maintain an effective information security management system. The chapters provide insights into ISO/IEC 27001/27002:2022, risk management, ISMS development, incident management, audit processes, and strategies for continuous improvement.

BookAug 2023236 pages1
Implementing Atlassian Confluence

Implementing Atlassian Confluence

Implementing Atlassian Confluence provides both a high-level overview and an insightful path for remote collaboration with Atlassian Confluence. With this multi-layered yet practical guide, you’ll be able to set up Confluence-based collaboration with minimum external consultancy services to ensure smooth and close coordination between teams.

BookSep 2023406 pages
R Bioinformatics Cookbook

R Bioinformatics Cookbook

This book takes a unique problem–solution approach to handling complex tasks in the bioinformatics domain using different datasets present in the book. With the help of real-world examples, you’ll learn to put each independent recipe to use to tackle problems in the field of bioinformatics.

BookOct 2023396 pages
Build Your Own Metaverse with Unity

Build Your Own Metaverse with Unity

Build Your own Metaverse with Unity is a practical guide for developers to create their own metaverse - a virtual world with infinite possibilities. It empowers you to identify gaps in existing metaverses and improve upon them, enabling you to shape your virtual world.

BookSep 2023586 pages5