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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

Contracts

In this section, we will look at the capabilities of Sales Cloud for capturing a record of the contracts that have been agreed upon and the people who were involved. Then, we explore some key considerations and what happens in practice.

This functionality is not to be confused with Service Contracts and Contract Line Items, which are part of Service Cloud, or Salesforce Contracts, which is an add-on license for CPQ+.

A full list of Sales Cloud add-on products can be found here: https://www.salesforce.com/content/dam/web/en_us/www/documents/pricing/all-add-ons.pdf

Sales Cloud capabilities

This lightweight object is based on a single object that allows the capture of key information related to a contract. It is not designed to manage a contract generation and signing process with multiple participants. If your requirements involve managing the full process, you will also want to consider third-party tools. We’ll learn about how you can extend your solution...

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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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