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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

Salesforce environment strategy and DevOps tools

In this section, we will look at the development environments and tools that Salesforce provides to support the ALM of both low-code and pro-code development. Salesforce provides two types of environments: Sandboxes and Scratch Orgs. They provide these so there is no reason to carry out customization and development in your Production Org, which is considered a bad practice.

We will start by exploring the Salesforce Sandbox development environments.

Salesforce development environments – Sandboxes

In this section, we will explore the Sandbox development environments that are available for your Sales Cloud development. We’ll review Scratch Orgs in the Salesforce DX (SFDX) section. It is bad practice to make certain types of changes directly in your production Sales Cloud environment. Although many Sales Cloud changes seem quick and easy, they can harm Users and integrations if they are not appropriately planned and...

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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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